How to use and switch between multiple companies

With a single account, you can belong to several companies (also called workspaces in the app). To switch, click the company name at the top of the sidebar and pick another one from the Workspaces (Workspaces) list. The open company is marked Ativo (Active).

How to switch companies

  1. Click the company name at the top of the sidebar.
  2. In the Workspaces list, click the company you want to open.
  3. Wait for the confirmation. Screens now show only the new company's data.

You can also switch from a notice: when you open a task or get a notification from another company, Scrumboards shows which company it belongs to and offers a button to switch.

What changes when you switch

  • You only see and save data for the open company. One company's projects, tasks, clients, and reports don't appear in another.
  • Your role and permissions can differ in each company.
  • If the timer is running, it's stopped before the switch, still in the original company. If it can't be stopped, the switch doesn't happen and you'll see Não foi possível parar o cronômetro; a empresa não foi trocada. (Couldn't stop the timer; the company wasn't switched.)

Create another company

  1. Click the company name at the top of the menu.
  2. Choose Novo workspace (New workspace) and fill in the details.

Administrators can also edit a company's name and logo from the same menu, and use Gerenciar membros (Manage members) to go straight to the people list.

Frequently asked questions

I was invited to another company. Where does it show up?

Once you accept the invitation, it appears in the switcher list. Your current company stays there too.

My projects disappeared after switching.

They're still in the other company. Switch back to it using the selector.