Hi There 👋🏻,
Managing multiple clients is easier with Workspaces.
👉🏻 You can create multiple workspaces depending on your plan.
Workspace can be used for a separate project, team or clients 💁🏻♂️.
By Default, when you sign up - you will have a single workspace by the name of "My Workspace".
Creating Workspaces
Click on the workspace switcher on top right.
2. Click on "New Workspace".
3. Give your new workspace a name and click "Create".
& that's it!
✨ Your workspace is created.
Adding Clients or Users/Team Members to Workspace
To add clients or team members to the workspace, first make sure you are in the correct workspace and then head over to "Users" section.
Learn more about team management here.
Switching Between Workspaces
It's super easy to switch between workspaces, just click on the current workspace on top right & select the workspace you wish to switch to.
Alternatively you can also switch workspaces from "My Workspaces" page.