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Switch between workspaces (Saturation 3.0)

How to switch to another workspace

Your workspaces are available from the workspace selector in the application header. Switching workspaces changes the projects, budgets, transactions, and settings shown in the current session.

Switch to another workspace

  1. Select the workspace name and chevron in the header.

  2. Choose a workspace from the list.

  3. Saturation opens that workspace's home page.

The list is sorted alphabetically. The active workspace has a check mark. Each entry shows the workspace name and its plan label. Vendor-only workspaces show Vendor.

Create a workspace

  1. Open the workspace selector.

  2. Select New Workspace.

  3. Follow the setup steps to name the workspace and invite collaborators.

Workspace access

The selector lists workspaces available to your account. Your workspace role and project access determine what you can view or change after you switch. To change a member's role, open workspace settings and edit that member's access.

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