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:
Click your profile icon located in the upper-right corner of the portal.
Select '+New workspace.'
Complete the details.
Hit Create.
Switch to another workspace
You can switch to another workspace when you do this:
Click your profile icon located in the upper-right corner of the portal.
Select the workspace from the list.
Our team is here to help with any questions or concerns. Just open a conversation through the Help channel in your workspace.