If you belong to more than one workspace or company account in Gumshoe, you can switch between them at any time. Each workspace and company account has its own reports, settings, and team members.
How do I switch between workspaces?
Most users belong to a single company account with one or more workspaces under it. Switching between workspaces is the most common reason to use the switcher.
- Click the dropdown menu in the top left corner of the screen. You will see your company account in bold with workspaces listed under it.
- Click the workspace you want to switch to.
You will now view Gumshoe in the selected workspace. Reports, personas, and settings shown will reflect only that workspace.
How do I switch between company accounts?
Belonging to more than one company account is uncommon, but it can happen from time to time.
- Click the dropdown menu in the top left of the screen.
- You will see company accounts in bold, with workspaces listed under each one.
- Select the workspace in the company account you want to visit. Switching to a workspace under a different company account automatically updates the account context.
Why am I not seeing the right reports?
If you are not seeing the reports you expect, you may be viewing the wrong workspace or company account. Check the top left of the screen to confirm which workspace is currently active, and use the dropdown to switch if needed.
Learn More:
- Learn how to create a workspace here.
- See What Are the Team Member Roles in Gumshoe? for a full role breakdown.