Workspaces
A workspace is one set of books. It holds a business’s statements, ledger, reports, invoices, team and settings, and it has its own plan and billing. If you run more than one business, or you’re a member of someone else’s workspace as well as your own, you can belong to several workspaces with one login and switch between them.
How workspaces work
Section titled “How workspaces work”- One login, many workspaces. Your email address is one Bokapsys account. You can be a member of any number of workspaces with it, with a different role in each.
- Nothing crosses between workspaces. Each workspace’s data, team, plan and settings are completely separate. Smart Chat, reports and search only ever see the workspace you’re in.
- Each workspace has its own plan. Usage allowances and billing belong to the workspace, not to you. See Subscriptions.
Choose a workspace when you sign in
Section titled “Choose a workspace when you sign in”If you belong to more than one workspace, Bokapsys shows Choose a workspace after you sign in. Each workspace is listed with your role in it and its plan. A crown marks the workspaces you own. Select Switch next to the one you want to open.
Switch workspace
Section titled “Switch workspace”You can move between workspaces at any time without signing out.
- Select the workspace switcher next to the logo at the top of the sidebar. It shows the first letters of the current workspace’s name, and only appears when you belong to more than one workspace.
- Under Switch workspace, select the workspace you want. If you have many, type in Search workspaces… to find one.
You can also go to Workspaces under Account in the sidebar. The page lists every workspace you belong to, marks the one you’re in as Current, and has a Switch button for each of the others.
When you switch, the whole app reloads with the other workspace’s books, menu and branding. What you see depends on your role in that workspace.
Create a new workspace
Section titled “Create a new workspace”- Go to Workspaces, or open the workspace switcher.
- Select Create new workspace.
- Enter a Workspace name, for example your other company’s name.
- Select Create workspace.
You become the new workspace’s owner and super admin. It starts on the Free plan with its own empty books, team and billing. Bokapsys doesn’t switch you into it automatically: switch to it when you’re ready, then set up its company settings and bring in its bank data.
Leave or delete a workspace
Section titled “Leave or delete a workspace”- To remove yourself from a workspace, use Leave workspace on your profile. See Profile and sign-in.
- To delete a workspace and all its data, a super admin uses the Danger zone in Company Settings. See Company settings.