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Working with more than one company

Switch company, create one, and why a second tab can fall behind.

One login can belong to several companies. Each company has its own leads, domains, integrations, team and settings, and you work in one at a time.

Switch company

Open the Companies menu at the top of the sidebar. Each company shows its logo or initial, its name, a short ID and your role in it, with a mark on the one you are in. Click another and the app reloads into it.

Create a company

In the same menu, click New Company, enter the company name, and create it. You become its owner and are switched into it. It starts empty: add a domain and invite people as for any company.

One company per browser

The company you are working in is remembered by your browser, not by the tab. If you switch company in one tab, a tab still open on the previous company keeps showing it. The next thing you do in that tab is refused and nothing is saved; a notice then tells you that you switched in another tab, with a Reload button. Reload before working there, so what you do lands in the company you see.