Account & security

Profile and workspaces

Update your profile and switch organizations.

Open Settings — *"Profile, sign-in security, and which workspace you're in. Org branding and people live in Admin."*

Profile

  • Email is managed by your sign-in provider and cannot be edited here.
  • Display name — up to 120 characters; this is how you appear in queues, reports, and approvals. Choose Save profile (Profile saved. confirms).

Workspaces

The Workspaces panel — *"Switch organization without signing out."* — lists every organization you belong to, with your current one marked. Click an organization to switch instantly; all navigation, assignments, and branding update to that workspace.

  • Create another organization → starts a new workspace through onboarding.
  • Organization settings → appears for admins and opens Admin → Organization.

Always confirm the active workspace before reporting missing assignments — work is scoped per organization, and enrolling from another company's public catalog adds their workspace to this list. See Wrong organization or missing work.