Several workspaces, one login
Make another workspace, join one with the login you have, and switch between them from anywhere.
About 5 minutes · Start here
One login can hold as many workspaces as you need: your own firm, a side venture, a client you run things for. You sign in once and move between them from your profile menu. Each workspace keeps its own records, team, plan and brand, so nothing from one ever shows up in another.
1Make another workspace
- Open your profile menu and choose New workspace. It sits at the bottom of the left menu, under your name. Settings, then Organization has the same door: Create another workspace.
- Give it a name and a web address. You become its owner. The page tells you before you press Create whether it starts on the trial or on Free.
- Press Create workspace. You land in the new workspace and its short setup opens, so you can add a sending domain, a brand and a team the way you did the first time. Your name and photo come along from the workspace you made it from.
2Join someone else's workspace
- Accept the invitation with the login you already have. Sign in with the address the invitation went to and press Accept. The workspace joins your login beside the ones you have; nothing in them changes.
- Or ask to join. When you sign up with a work address whose company already has a workspace, setup offers a request to join it. An owner or admin approves it from Members.
Two logins for two workspaces? Keep the one you like. From the workspace that knows your other address, invite the address you are keeping, then accept that invitation while signed in with it. From then on one sign-in reaches both.
3Switch between them
- Your profile menu
- Once you belong to two workspaces, the menu lists them, the open one first. Pick one and it opens; with many, a search box narrows the list.
- The command palette
- Press Cmd + K (Ctrl + K on Windows) and type Switch to, then the workspace's name.
- On your phone
- Open Settings in the iPhone or Android™ app and choose a workspace under Workspaces. Each phone remembers its own, so switching on the phone never moves your laptop.
Profile menu
Harbor Capital
Owner
Current
Northwind Advisory
Admin
New workspace
On this same sign-in
4Plans, seats and trials
- Each workspace pays for itself
- Its own plan, its own billing and its own seats. You take a seat in every workspace you belong to, the same as anyone on its team, unless you work there for an agency (section 5).
- One trial per person
- The first workspace you make gets the trial, with every module to try and $5 of TAC. Publishing a raise in TenthYards has its own yearly price. Any workspace you make after that starts on Free, and you upgrade it in Billing whenever you are ready. The new-workspace page says which before anything is made.
- Invitations are separate
- Joining someone else's workspace never uses your trial and never changes their plan.
Leaving a workspace, deleting one you made, or deleting your account and signing up again with the same email address does not give back the trial: it belongs to the first workspace you made.
5For agencies: run your clients' workspaces
An agency workspace runs client workspaces with its own people in them. Agency mode is in pilot: TenthAvenue turns it on for the agencies taking part, and its owners and admins then see Clients in the left menu.
- Open Clients and choose New client workspace. Give it the client's name and a web address. You join as its owner, for your agency.
- Pick your people. Tick who else from your agency works there, and choose Owner, Admin, Member or Viewer for each. They take no seat in the client's plan.
- Invite the client, if you like. Type the client's email and they are invited as an owner beside your agency: the client's owners and your agency's owners run the workspace together, for as long as your agency works there. Use the client's own address, never one of your agency's.
- Open it. The client workspace starts on its own trial, and your agency manages its billing. Open it from the dialog, or from its row on Clients, to set its domain, brand and team.
- Two-factor sign-in
- Agency people need it to open a client workspace. If you have not turned it on, opening one asks you to, with a code emailed to you; an authenticator app or texts can be added later in Settings, Security.
- What agency people never do
- Remove or demote a client's own owner, change agency access, or delete the client workspace. Once the client has an owner of its own, only that owner makes more of the client's people owners (your agency can still make its own people owners), and that owner decides whether your agency manages its billing; it is on for a workspace your agency made.
- Setup unfinished
- If making a client workspace stopped partway, its row on Clients says so. Choose Finish setup on the row and it completes, the client's trial included, however late. While a setup is still running the row reads Setup running: try again in a few minutes. If the row asks you to get added first, one of the workspace's owners adds you, then Finish setup works.