Create or Switch Workspaces
Manage organizations and switch between workspaces.
A workspace is the container for one business. It includes records, settings, users, modules, billing, domains, templates, integrations, and public links.
Use separate workspaces when you manage more than one business or need separate data boundaries.
Do not create separate workspaces just to organize teams inside the same business. Use roles, modules, pipelines, dashboards, projects, and settings inside one workspace when the records should still belong to the same company.
Think of workspace choice as a data-boundary decision. If people, billing, customer records, integrations, and public links should be shared, keep the work in one workspace. If those should be isolated, create a separate workspace.
Open Organizations
Open Organizations to view the workspaces your account can access. The current workspace is labeled as current.
Create a Workspace
- Open Organizations.
- Select Create organization.
- Enter the organization name.
- Review or edit the generated slug.
- Select Create.
Agiled creates the organization and prepares access control for the new workspace.
Create a new workspace only when data, billing, users, domains, integrations, or public links should be separated. If the same business only needs another team, pipeline, project, or brand setting, configure that inside the existing workspace instead.
After creating a workspace, complete the setup basics before inviting the team: business profile, modules, branding, regional settings, roles, and any critical integrations. A new workspace starts with clean data, so early setup choices are easier to review before real records exist.
Avoid importing contacts, sending invoices, or publishing public links until the workspace name, slug, roles, finance settings, and branding are reviewed. Early mistakes can be copied into many records.
Switch Workspaces
- Open Organizations.
- Find the workspace you want to use.
- Select Switch to this.
Agiled changes the active organization, clears workspace-specific cached data, and redirects you to the correct workspace route.
After switching, check the workspace name before creating records, connecting integrations, sending invoices, or sharing public links. Many setup mistakes happen when users are in the wrong workspace.
If you switch workspaces while another tab is open, refresh that tab before working. Cached lists, forms, or settings can still show the previous context until the page reloads.
If a record seems missing after switching, confirm the active workspace before recreating it. The record may exist in another workspace your account can access.
Workspace Slugs
The slug identifies the workspace in URLs and internal routing. Use a slug that matches your business name and is easy to recognize.
Changing or choosing a slug affects recognizable URLs. Keep it short, customer-safe, and stable enough for teammates to identify in browser tabs and shared links.
Use lowercase words that match the business or brand. Avoid temporary campaign names, personal names for shared companies, or values that could be confused with a client workspace.
Workspace Review Checklist
Before using a workspace for live work:
- confirm the workspace name and slug
- confirm modules match the business process
- invite only the people who should access this workspace
- configure billing, domains, mailboxes, and payment gateways separately from other workspaces
- test one public link from this workspace
- check the active workspace name before importing or creating bulk records
Common Workspace Mistakes
- Creating a new workspace for a department that should share company records.
- Inviting a teammate to the wrong workspace.
- Connecting a mailbox or payment gateway in a test workspace.
- Importing records before checking the active workspace name.
- Sharing a public link from the wrong workspace or domain.