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Switch or add new workspaces

How do I switch between or add new workspaces?

Updated over 2 months ago

Switching to or adding new workspaces lets you manage multiple clinics, departments, or teams within a single platform. This helps you stay organized, separate workflows, and access the right information for each location or specialty.

Here, you will learn how to:


Add a new workspace

To add a new workspace:

  1. Click your profile icon located in the upper-right corner of the portal.

  2. Select '+New workspace.'

  3. Complete the details.

  4. Hit Create.


Switch to another workspace

You can switch to another workspace when you do this:

  1. Click your profile icon located in the upper-right corner of the portal.

  2. Select the workspace from the list.


Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.

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