Switching between clients

The workspace switcher is in the top-left of the sidebar. Click it to see all your client workspaces and your agency overview.

Switching workspace

1. Click the workspace name in the top-left of the sidebar.
2. A dropdown shows all your client workspaces.
3. Click the client you want to switch to.

The entire interface switches context: the pipeline, library, saved awards, and settings all reflect the selected client. The sidebar shows the active client's name so you always know which workspace you're in.

The agency overview

At the top of the workspace switcher there's an Agency overview option. This shows a summary across all client workspaces: how many applications are in progress, deadlines coming up across all clients, and team activity. It doesn't show full pipeline detail — it's a high-level dashboard for spotting anything urgent.

Searching for a workspace

If you have more than a handful of clients, the workspace dropdown has a search field. Type the client name to filter the list.

Keyboard shortcut

Press Cmd + K (Mac) or Ctrl + K (Windows) to open the command palette, then type the client name. The command palette is the fastest way to switch when you're in the middle of something.

Team members and switching

All team members on your agency account can switch between all client workspaces. If you need to restrict access — a junior team member who should only see one client — contact support. Per-workspace access control is on the roadmap.

URL structure

Each client workspace has its own URL path (/dashboard?client=<id>). You can bookmark a specific client's pipeline directly. Sharing that URL with a team member opens the same client workspace for them.