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Switch between projects and organisations

Use the app frame to move between projects and switch organisations so you can manage the right workspace.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the project and organisation switcher

In the top navigation bar, select the project name or organisation switcher to open the menu showing available projects and organisations.

Open the project and organisation switcher

Step 2: Choose a different project

Under the projects list in the selector, pick the project you want to work on; the dashboard and navigation update to show that project’s data.

Choose a different project

Step 3: Try a sample project

If available, use the sample project option to load a pre-configured example project, helping you explore features without affecting live data.

Try a sample project

Step 4: Switch organisation

From the same menu, choose another organisation you belong to; the app frame reloads with the selected organisation’s projects and settings.

Switch organisation

Step 5: Save organisation settings

After switching, review and confirm any organisation-level settings so that your preferences are saved for future sessions.

Save organisation settings


Last updated: 2026-08-02