Switch businesses without signing in again.
The switcher in the header lists your personal account and every business you belong to. The side panel on the right changes with you, showing what needs attention wherever you are.
- One click to switch
- Channel switcher in the sidebar
- Side panel you can hide
Built for people who run more than one thing
Open the account and workspace switcher to see your personal account and every business, each with your role and its status. Pick one and you are there. From the same menu you can create a new business, open your profile or settings, reach the help centre or log out.
Inside a channel, the chevron beside the channel’s name opens a list of the business’s other channels, with their addresses. The header shows the channel’s own logo, so you always know which brand you are working in.
The side panel follows the layer you are in. For you, it shows what needs you. For a business, what needs attention. For a channel, its new leads and shortcuts.
What the side panel shows
In your personal account
Needs you: open invitations and unread notifications. Then your businesses and recent activity.
In a business
A summary with setup progress, notices to review, its channels with a New channel button, and shortcuts to invite a user, credits, billing and help.
In a channel
Status, the number of apps, its address, new leads, and shortcuts to add a lead, the App store, the team and settings.
Hide it when you want room
Choose Hide side panel. The choice is remembered on that device.
Where you will find it
Sketches of the real screens in the panel, with the names you will see on them.
Your personal account, then every business with your role and its status.
Header › SwitcherThe business name, its channels with their addresses, a new channel button and a way back to the business.
Sidebar › Switch channelWhat needs you right now. When there is nothing, it says you are all caught up.
Right · For youWhat you can set, and where the edges are
The plain facts, so nothing surprises you later.
| Setting or rule | How it works |
|---|---|
| Switching | From the header switcher for businesses, and the channel switcher in the sidebar for channels. |
| Header | Says if you are in your personal account or a business. Inside a channel, the channel’s logo takes over. |
| Side panel | Changes with the layer: For you, This business or This channel. |
| Hiding it | Hide side panel and Show side panel, remembered on each device. |
| Where it is hidden | Sign-in screens and full-page forms, where the extra room matters. |
Switching and the side panel: common questions
Do I need a separate login for each business?
Can I hide the side panel?
How do I know which brand I am working in?
Bring your businesses under one roof
Create your User ID, add a business and open your first channel. Install only the apps you need.