Help centreGetting started

Switching between workspaces

Last updated 5 November 2026

A workspace holds one company's strategy. If you work with more than one company, for example as an adviser, you can belong to several workspaces.

Switch workspace

  1. In the primary navigation, look at the lower group, below the Credits meter. Each workspace you can open is listed by name with its logo. Your current workspace is highlighted.
  2. Click the workspace you want.

You only see workspaces you're associated with that have a valid licence or seat.

Can't see a workspace?

  • Check with that workspace's licence owner that you have a seat.
  • Check that the workspace's licence is still active.

Still stuck? Email support@leaderkit.com