How to Switch Between Workspaces in Praxsuite

Learn how to switch between workspaces in Praxsuite, select environments on login, and navigate between teams or clients using the side panel workspace selector.

Praxsuite allows you to work across multiple workspaces, each representing a different team, client, or environment.

Switching between them is quick and can be done at any time from the side panel.

What is a workspace switch

A workspace switch allows you to move from one workspace to another without logging out.

Each workspace contains its own:

• Data

• Tables

• Automations

• Dashboards

• Structure

How to select a workspace when logging in

After logging into Praxsuite, you will see the Workspaces screen.

Here you can:

• View all available workspaces

• See your role (e.g., Owner, Member)

• Identify each workspace by name and logo

To enter a workspace:

• Click on the workspace card you want to access

• 

You will then be redirected into that workspace.

How to switch workspaces from the side panel

Once inside a workspace, you can switch to another one without returning to the main screen.

Step 1: Open the workspace selector

• Click on the workspace name at the top of the left side panel (e.g., “Testing”)

  

This will open a dropdown panel.

Step 2: View recent workspaces

In the dropdown, you will see:

• A list of recent workspaces

• Each with its name and icon

Step 3: Select a workspace

• Click on any workspace in the list

Praxsuite will automatically switch you to that workspace.

Step 4: Go back to the full workspace list (optional)

If the workspace you want is not listed:

• Click “Back to Workspaces” at the bottom of the dropdown

This will take you back to the full workspace selection screen.

Why switching workspaces is useful

Switching workspaces allows you to:

• Work across different teams or departments

• Manage multiple clients or projects

• Separate environments (e.g., testing vs production)

• Keep data isolated and organized

Example use cases

Example 1: Managing multiple clients

An agency uses one workspace per client:

• Client A Workspace

• Client B Workspace

Example 2: Internal vs external environments

A company separates:

• Internal operations workspace

• Customer-facing workspace

Example 3: Testing vs production

Teams create:

• Testing workspace

• Production workspace

Best practices

• Always confirm the workspace name before making changes

• Use clear workspace names for easy identification

• Switch workspaces instead of mixing processes in one

• Use the “Back to Workspaces” option when managing many environments