Workspaces

Switch, create, and configure company spaces you own — including the invoice business profile.

  1. Step 1

    Open Workspaces

    Workspaces in the sidebar opens My Workspaces — every space you own. Each has its own lists, invoices, team, and settings.

    Screenshots show the English workspace UI.
    Open Workspaces

  2. Step 2

    Open vs Current

    Open switches into that workspace. Current is the one you are already in.

    Screenshots show the English workspace UI.
    Open vs Current

  3. Step 3

    Create a workspace

    If the plan still has a slot, Create workspace, give it a name. You become Owner of the new space.

    Screenshots show the English workspace UI.
    Create a workspace

  4. Step 4

    Edit workspace settings

    Owner only. Name and URL slug, Plan & usage (current plan, AI / Chart of Accounts / ETA on or off, list count, member count), and a team preview linking to Team.

    Screenshots show the English workspace UI.
    Edit workspace settings

  5. Step 5

    Business / invoice profile

    Owner: legal name, trade name, tax RIN, branch code, activity code, invoice prefix, phone, logo, footer. Needed for print and ETA. On a free plan, Upgrade plan is also available here (or Adjust plan on the dashboard).

    Screenshots show the English workspace UI.
    Business / invoice profile

Related articles

Team and invitations

Invite people by email, pick a role, change roles later, or revoke pending invites.

Plans and billing

What each plan unlocks, how to request a change, and what Pending payment means.

Create an account and first hour

Sign up, open the workspace as Owner, then fill the Business / invoice profile. Team, lists, and invoices have their own guides.