Switching between workspaces Guide

If you own more than one workspace, or you belong to team workspaces that other people have invited you into, you can move between them in a couple of clicks. The workspace you are in determines everything you see: your chats, agents, integrations, connected phone numbers and email addresses, credits and usage.

How to switch workspaces

Everything you do in Praxivara lives inside a workspace, and switching simply changes which workspace is active for your session.

1. Open the account menu at the bottom of the sidebar.
2. Find the Workspaces list. This shows every workspace you own, along with any team workspaces you belong to.
3. Click the workspace you want to switch into.
4. The page reloads into that workspace, and everything you see from that point on belongs to it.

To return to your own workspace after visiting a team workspace, open the same account menu and select it from the list.

Telling which workspace is active

It is always worth confirming where you are before you start working, especially if you manage several businesses or clients.

• The active workspace is marked in the Workspaces list, typically with a checkmark and a highlight.
• Your role in each workspace — owner, team admin, or member — is shown under its name, so you can see at a glance whether it is your own workspace or one you have been invited into.

Tip: Because chats, agents and integrations do not carry across workspaces, if something you created seems to be missing, you are almost always looking in a different workspace than the one where you made it. Switch back and it will be there.

What changes when you switch

Each workspace is fully self-contained, so switching does more than change the page you are looking at.

Chats, agents and integrations

Every chat, agent, connected integration, phone number and email address belongs to a single workspace. When you switch, you see only what belongs to the workspace you are now in.

Credits and usage

Each workspace tracks its own credit balance and usage period. If your credits or usage look different after switching, that is expected — you are simply seeing a different workspace's figures, not the same numbers changing.

Your plan in a team workspace

When you are working inside a team workspace that someone else owns, you are using the seat that the workspace admin assigned to you, not your own personal plan. This means the capabilities available to you can differ from those in your own workspace.

Why a workspace might not appear

The Workspaces list only shows workspaces you currently belong to. A workspace will drop off the list if:

• You left it, or an admin removed you from it.
• The workspace was deleted by its owner.

If a team workspace you expected is missing, check with the workspace owner or admin to confirm you still have a seat.

A quick mental model

Think of each workspace as a separate desk. Switching workspaces is like walking to a different desk: the papers, tools and contacts on that desk are the ones you can use, and nothing moves between desks on its own. Knowing which desk you are sitting at keeps your work — and your usage — exactly where you expect it.