How do I switch between Workspaces?

Q: How do I switch between Workspaces?

Click on the Workspace name in the upper-left corner of the navigation bar. A dropdown menu will open showing all the Workspaces you have access to.

Short Answer

Click the Workspace name in the top-left corner of the navigation bar. A dropdown menu will open showing all the Workspaces you have access to.

Details

If you’re a member of multiple Workspaces—for example, because you work for multiple clients—you’ll see all available Workspaces in the Workspace dropdown. Click the Workspace you want to switch to.

The change takes effect immediately. All the data you see—sources, updates, reports—belongs to the active Workspace.

If you don’t see a Workspace selection dropdown, you may only be a member of one Workspace. In that case, there’s nothing to switch to.

On a phone the switcher is not at the bottom but at the top of the bar.

Messages follow the switch. Picasi shows a message only in the Workspace it belongs to. Whoever starts a dossier in one Workspace and then switches to another will not see the completion message there. The dossier is still produced and is in the list after switching back.