How It Works

Follow each step in Cards.

  • Do not treat workspace switching as a cosmetic preference.
  • Support context and permissions are organization-specific.
  1. 01

    Use the account or workspace switcher to confirm the active organization.

    Cards screen demonstrating step 1: Use the account or workspace switcher to confirm the active organization.Confirm the active Workspace name and organization
    Step 1 screen focusUse the account or workspace switcher to confirm the active organization.
  2. 02

    Review the organization’s teams, members, Projects, and settings.

    Cards screen demonstrating step 2: Review the organization’s teams, members, Projects, and settings.Review the Teams inside this Workspace
    Step 2 screen focusReview the organization’s teams, members, Projects, and settings.
  3. 03

    Create or configure a separate workspace when work requires a distinct access boundary.

    Cards screen demonstrating step 3: Create or configure a separate workspace when work requires a distinct access boundary.Review people and access inside the boundary
    Step 3 screen focusCreate or configure a separate workspace when work requires a distinct access boundary.
  4. 04

    Before moving between organizations, save open forms and confirm any active timer.

    Cards screen demonstrating step 4: Before moving between organizations, save open forms and confirm any active timer.Save open Card work and pause its timer before switching
    Step 4 screen focusBefore moving between organizations, save open forms and confirm any active timer.
  5. 05

    Verify client and internal visibility after configuration changes.

    Cards screen demonstrating step 5: Verify client and internal visibility after configuration changes.Verify role and access after a Workspace change
    Step 5 screen focusVerify client and internal visibility after configuration changes.
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