Switch organisation and navigate between main workspace views
Use the application frame to switch between organisations and move between key workspace views such as Dashboard, Projects, Calendar, Workspace, Reports, Forms, Notifications and Settings.
This guide is designed for project manager.
Steps
Step 1: Open the organisation switcher
In the main application header, select the organisation switcher control to view the list of organisations you can access.
Step 2: Choose a different organisation
From the organisation list, select the organisation you want to work in; the workspace content will refresh to show its projects and data.
Step 3: Open the Dashboard view
In the left-hand navigation, select the Dashboard icon to see the organisation’s high-level overview and any feature-flagged dashboards that are available.
Step 4: View and manage projects
Select the Projects or Workspace option (for example via Project Selector or Workspace navigation) to browse project data, open individual workspace items, and access detailed project information.
Step 5: Review calendar and programme
Open the Calendar or Programme views from the navigation to see time-based activities, events, and programme timelines for the selected project or organisation.
Step 6: Check activity logs, reports, and forms
Navigate to Activity Log, Reports, and Forms to review audit trails, generate or view reports, and manage form-based workflows including public forms and submissions.
Step 7: Manage notifications and debug information
Use the Notifications section to review system alerts and updates, and access the Debug page (if enabled) for advanced troubleshooting information.
Step 8: Open settings and profile options
From the Settings area and the avatar dropdown, update organisation settings, manage projects, review security activity, and adjust your personal profile details.
Step 9: Use help, onboarding, and smart shortcuts
Open the Help panel, onboarding checklist, contextual help, and smart shortcuts to access guided support, onboarding tasks, and quick navigation within the app frame.
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Last updated: 2026-02-03