Verk

Workspace Switching

How to work with multiple organizations and switch between workspaces seamlessly

Workspace Switching

If you belong to multiple organizations in Verk, you can switch between them instantly. This guide explains how to navigate between workspaces, what changes when you switch, and best practices for managing multiple organizational contexts.

How Organization Switching Works

The Organization Switcher

The organization switcher is located in the top left corner of Verk, showing your current organization's name and logo.

Look for:

  • Organization logo (if uploaded) or avatar with initials
  • Organization name next to the logo
  • Small dropdown chevron icon

This is always visible on every page in Verk.

Click anywhere on the organization name/logo area to open the switcher dropdown.

Keyboard shortcut: Press Shift + O to open the organization switcher instantly from anywhere.

The dropdown shows:

  • Current organization at the top (with checkmark)
  • Joined workspaces section - Organizations you're invited to
  • My workspaces section - Organizations you own
  • New Workspace button to create a new organization
  • Settings link at the bottom

Use the keyboard shortcut Shift + O to quickly open the organization switcher without reaching for your mouse.

Switching Between Organizations

Switch to a Different Organization

  1. Click your organization name in the top left corner
  2. Or press Shift + O keyboard shortcut
  1. Browse the list of organizations
  2. Click on the organization you want to switch to
  3. The dropdown closes automatically

What happens immediately:

  • Current page reloads with new organization context
  • URL updates to include new organization ID
  • All data switches to the new organization's workspace

What you'll see:

  • Projects from the new organization
  • Tasks belonging to the new organization
  • Team members from the new organization
  • Settings specific to the new organization

Intelligent routing: If you're viewing a resource-specific page (like a specific task or project), Verk automatically redirects you to the safe list page. For example, switching from Organization A's specific project redirects to Organization B's projects list, since that specific project doesn't exist in Organization B.

Search Organizations

When you have 5+ organizations, a search field appears in the switcher.

Click organization name or press Shift + O

  1. Click in the search field at the top
  2. Type organization name (e.g., "Acme")
  3. List filters to matching organizations in real-time
  4. Click result to switch

Search works across:

  • Owned organizations
  • Joined organizations
  • Partial matches (typing "acm" finds "Acme Corp")

What Changes When You Switch

Data Isolation

When you switch organizations, everything changes because organizations are completely isolated.

Changes immediately:

  • Projects: See only projects in the new organization
  • Tasks: All tasks belong to the new organization
  • Team members: See members of the new organization
  • Files: Access files uploaded to the new organization
  • Integrations: Each organization has its own connected tools
  • Settings: Independent configuration for each workspace
  • Chat messages: Organization-specific conversations
  • Analytics: Data and reports from the new organization

Stays the same:

  • Your user account: Same login across all organizations
  • Your profile: Name, email, avatar are global
  • Personal preferences: Theme, language preferences (unless overridden per-org)
  • Keyboard shortcuts: Work the same everywhere

Organizations are completely separate workspaces. There is NO sharing of data, members, or settings between organizations. Think of each organization as a completely different company.

Your Role Can Differ

Your role and permissions can be different in each organization.

Example:

  • Organization A: You're the Owner with full control
  • Organization B: You're a Member with standard access
  • Organization C: You're a Guest with limited visibility

What this means:

  • Available menu options change based on role
  • In Organization A, you see Settings
  • In Organization B, Settings might be hidden (Members can't access)
  • Your capabilities adjust automatically when you switch

Common Multi-Organization Scenarios

Freelancer Working with Multiple Clients

Your situation: You're a contractor working with 3 different client companies.

Client A invites you as Guest:

  • You receive email invitation
  • Accept and join their organization
  • Can see only the project they assigned you to

Client B invites you as Member:

  • Accept invitation
  • See all projects in Client B (they gave you broader access)

Client C invites you as Guest:

  • Accept invitation
  • Limited to your specific project only

Morning - Client A work:

  1. Open Verk
  2. Switch to Client A's organization (if not already there)
  3. View your assigned tasks
  4. Complete work and add comments
  5. Upload deliverables

Afternoon - Client B work:

  1. Click organization switcher
  2. Select Client B
  3. Page reloads with Client B's data
  4. Work on different projects

Evening - Client C check-in:

  1. Switch to Client C's organization
  2. Update task status
  3. Respond to comments

What each client sees:

  • Client A: Only sees their organization and your work for them
  • Client B: Only sees their organization and your work for them
  • Client C: Only sees their organization and your work for them

What clients DON'T see:

  • That you work with other clients
  • Your other organizations
  • Your work for other clients
  • How many organizations you're in

Your work is completely private and isolated.

Guests are perfect for contractors. You get access to exactly what you need without exposing your client's data to other clients or vice versa.

Running Multiple Businesses

Your situation: You own a design agency AND a consulting firm.

Design Agency:

  1. Create organization: "Creative Studio Design"
  2. Invite your design team (5 people)
  3. Set up client projects
  4. You're the Owner

Consulting Firm:

  1. Create organization: "Strategy Consulting Co"
  2. Invite consulting team (3 people)
  3. Set up client engagements
  4. You're the Owner

Design Agency organization:

  • Projects: Client websites, branding, marketing materials
  • Team: Designers, developers, project managers
  • Integrations: Figma, Adobe Creative Cloud
  • Billing: Charged to design business credit card

Consulting Firm organization:

  • Projects: Strategy projects, consulting engagements
  • Team: Consultants, analysts, strategists
  • Integrations: Google Calendar, Zoom
  • Billing: Charged to consulting business credit card

9 AM - Design review:

  1. Start day in Design Agency organization
  2. Review design projects and mock-ups
  3. Give feedback to designers

11 AM - Consulting call:

  1. Switch to Consulting organization
  2. Review strategy deck for client meeting
  3. Update project timeline

2 PM - Design client meeting:

  1. Switch back to Design Agency
  2. Present website designs to client
  3. Create follow-up tasks

Benefits of separate organizations:

  • Clean separation of businesses and teams
  • Independent billing for each business
  • Different team members don't overlap
  • Tailored settings and integrations for each business
  • Professional appearance for each brand

Employee in Large Company with Departments

Your situation: You work at TechCorp in both Marketing and Product teams.

Why separate organizations?

  • Marketing and Product run independently
  • Different budgets and billing
  • Different leadership and settings
  • Complete data isolation for security

Marketing Department organization:

  • Invited as Member
  • Work on campaigns, content, events
  • Team of 20 marketers
  • Marketing-specific projects and tools

Product Department organization:

  • Invited as Member
  • Work on product features, roadmap
  • Team of 15 product managers and designers
  • Product-specific projects and tools

Morning - Marketing work:

  1. Switch to Marketing org
  2. Review campaign tasks
  3. Update content calendar
  4. Collaborate with marketing team

Afternoon - Product planning:

  1. Switch to Product org
  2. Review feature requests
  3. Update product roadmap
  4. Participate in sprint planning

Why not just use projects?

Some companies prefer organizational separation because:

  • Compliance: Data must be strictly isolated
  • Billing: Each department pays separately
  • Security: Different access controls and audit trails
  • Scale: Thousands of tasks per department
  • Administration: Different admins manage each department

Creating New Organizations

When to Create a New Organization

Create a new organization when:

  • Starting a new business or company
  • Separating teams that need complete data isolation
  • Working with confidential clients who require separate workspaces
  • Testing Verk features without affecting production work

Don't create new organizations for:

  • Different teams in the same company (use Projects instead)
  • Different projects (use Projects)
  • Temporary work (use Projects with archiving)

Click organization name or press Shift + O

  1. At the bottom of the "My workspaces" section
  2. Click the "New Workspace" button with plus icon
  3. Dialog opens

Keyboard shortcut: Press Shift + A to open the Create Organization dialog directly.

  1. Enter organization name (e.g., "Acme Consulting")
  2. Click "Create" button

What happens:

  • New organization created instantly
  • You become the Owner automatically
  • Switches to the new organization immediately
  • URL updates to new organization ID
  • Empty workspace ready to set up

After creation:

  1. Upload organization logo (Settings → Workspace → General)
  2. Invite team members (Settings → Members)
  3. Create first project
  4. Configure integrations if needed
  5. Set organization timezone

Viewing All Your Organizations

Organization Overview

See all organizations you belong to at once.

  1. Click organization name
  2. Select "Settings" from dropdown
  3. Go to "Workspace" section
  4. View "My organizations" and "Joined organizations" tabs

For each organization, you see:

  • Organization name and logo
  • Your role (Owner, Admin, Member, Guest)
  • Current activity indicator (green dot = active workspace)
  • Manage button (for owned orgs) or Leave button (for joined orgs)

Leave an Organization

Remove yourself from organizations you no longer need access to.

Special case: Organization Owners cannot leave without first transferring ownership.

If you're the Owner:

  1. Transfer ownership to another member first (Settings → Organization → Transfer Ownership)
  2. Then you can leave the organization
  1. Switch to the organization you want to leave
  2. Click organization name → "Settings"
  3. Go to "Workspace"
  4. Scroll to your organization in the list
  5. Click "Leave Organization" button
  6. Confirm in dialog

What happens:

  • You're immediately removed from the organization
  • Cannot access that organization anymore
  • Organization disappears from your switcher
  • Your historical work remains (for their audit trail)
  • You can be re-invited later if needed

Permanent action: Leaving an organization removes your access immediately. To rejoin, the organization Owner or Admin must send you a new invitation.

Managing Notifications

Notifications Across Organizations

Notifications from all organizations appear in one unified bell icon.

How it works:

  • Notification bell shows total count from all organizations
  • Click bell to see notification list
  • Each notification shows which organization it's from
  • Click any notification to automatically switch to that organization

Example:

  • Notification badge shows: 7
  • Open notifications:
    • 3 from Design Studio (task mentions)
    • 2 from Client A (comment replies)
    • 2 from Consulting Firm (task assignments)
  • Click a notification from Client A
  • Automatically switches to Client A organization
  • Takes you directly to the relevant task

Configure Notifications Per Organization

Set different notification preferences for each organization.

First, switch to the organization where you want to change settings

  1. Click your profile icon (top right)
  2. Go to Settings → Notifications
  3. Modify settings for THIS organization only

To set different preferences elsewhere:

  1. Switch to different organization
  2. Access Settings → Notifications
  3. Configure independently

Example notification strategy:

Organization A (Your company - Owner):

  • Enable all notifications
  • You need to stay fully informed
  • Real-time updates important

Client B (Contractor - Guest):

  • Only @mentions and assigned tasks
  • Reduce notification noise
  • Check manually once per day

Client C (Active project - Member):

  • All task updates and comments
  • High-priority project requiring attention
  • Need to stay responsive

Set aggressive notification filtering for organizations where you're a Guest or occasional contributor. Keep full notifications for organizations where you're Owner or heavily involved.

Keeping Track of Multiple Workspaces

Visual Organization

Make organizations easy to distinguish:

  1. Each organization should have its own distinct logo
  2. Go to Settings → Workspace → General
  3. Upload logo for each organization
  4. Logos appear in switcher and throughout Verk

Benefits:

  • Quick visual identification
  • See at a glance which organization you're in
  • Professional appearance
  • Easy to spot in switcher dropdown

Good organization names:

  • "Acme Design Agency"
  • "TechCorp - Marketing"
  • "Client: Startup Inc"
  • "Personal Projects"

Avoid:

  • "My Workspace"
  • "Team 1"
  • "New Organization"
  • Generic names that don't differentiate

Always visible indicators:

  • Organization name and logo in top left corner
  • URL includes organization ID: /[orgId]/tasks
  • Page title shows organization context

Before taking actions, verify:

  • Which organization am I in?
  • Is this the right workspace for this task?
  • Am I about to invite someone to the correct organization?

Bookmarking Strategy

Use browser bookmarks to quickly access specific organization contexts.

Create bookmarks for:

  • Each organization's home page: https://verk.com/[orgId]/home
  • Frequently-accessed projects: https://verk.com/[orgId]/projects/[projectId]
  • Each organization's task list: https://verk.com/[orgId]/tasks

Bookmark naming convention:

  • "[Org Name] - Home"
  • "[Org Name] - Projects"
  • "[Org Name] - [Project Name]"

Example bookmark structure:

Verk/
├── Design Agency - Home
├── Design Agency - Client Projects
├── Consulting - Home
├── Consulting - Active Engagements
└── Personal - Home

Regular Organization Audit

Monthly maintenance to keep workspaces manageable:

  1. Open organization switcher
  2. Note all organizations you belong to
  3. Ask for each: Do I still need access?

Consider leaving if:

  • Project/contract completed months ago
  • No longer working with that team
  • Haven't accessed in 90+ days
  • Was added by mistake

Process:

  1. Switch to organization
  2. Settings → Workspace → Leave Organization
  3. Confirm

For organizations you own:

  1. Review member list - remove departed members
  2. Archive completed projects
  3. Update organization settings if needed
  4. Consider deleting truly obsolete organizations

Billing with Multiple Organizations

Independent Billing

Each organization has its own subscription and billing.

If you're Owner of multiple organizations:

  • Each organization charges separately
  • Each can have different plan (Free, Pro, Enterprise)
  • Each uses different credit card if desired
  • Manage billing by switching to each organization

Example:

  • Design Agency (Owner): Pro plan, $49/month, 15 members
  • Consulting Firm (Owner): Enterprise plan, $299/month, 30 members
  • Client Project (Guest): Not your billing - client pays
  • Total your cost: $348/month for two businesses

If you're Member/Guest:

  • You pay nothing
  • Organization Owner pays for the workspace
  • You can be in unlimited organizations as non-Owner
  • No cost to join organizations

Billing tip: When you own multiple organizations, consider annual billing for a discount on each. Paying annually typically saves 20% per organization.

View Billing for Each Organization

First, switch to the organization whose billing you want to view

  1. Settings → Billing
  2. See subscription details for THIS organization
  3. View invoices, usage, payment method

Switch to each organization you own to view its independent billing

What Owners see: Full billing access, can update payment methods

What Admins see: View-only billing information, cannot change payment methods

What Members/Guests see: No billing access at all

Troubleshooting

Can't Find an Organization

Problem: Organization missing from your switcher dropdown.

Possible reasons and solutions:

  1. Search email for "invited to [Organization Name]"
  2. Click invitation link if you haven't accepted
  3. Accept invitation
  4. Organization appears in switcher
  1. Check email address in top right corner
  2. If wrong account, log out and log in with correct email
  3. Invitation was sent to specific email address
  4. Must use that email to access organization
  1. Contact organization Admin/Owner
  2. Ask if you're still a member
  3. They may need to re-invite you
  4. Check if organization was deleted

Organizations appear in two sections:

  • My workspaces: Organizations you created (Owner)
  • Joined workspaces: Organizations you were invited to (Admin/Member/Guest)

Make sure you're looking in both sections.

Seeing Wrong Organization's Data

Problem: Seeing unexpected projects, tasks, or team members.

Solution: You're in the wrong organization.

Look at top left corner - which organization is displayed?

  1. Click organization name
  2. Select the organization you intended to work in
  3. Data updates to correct organization

Prevention: Before working, always verify the organization name in the top left matches where you intend to work.

Can't Remember Where Something Is

Problem: Can't remember which organization contains a specific project or task.

Solution: Use global search across organizations.

Press Cmd/Ctrl + K to open quick search

  1. Type project name, task title, or keywords
  2. Results show items from ALL organizations you belong to
  3. Each result shows which organization it's in

Click any result to:

  • Automatically switch to that organization
  • Navigate to the specific item

Notifications Taking Me to Wrong Organization

Problem: Clicking notification but landing in wrong organization.

This shouldn't happen - notifications automatically switch you to the correct organization.

If it does happen:

  1. Note which notification caused the issue
  2. Manually switch to correct organization
  3. Contact support with details (which notification, which organization)
  4. Developers will investigate the routing issue

Best Practices

When Working with Multiple Organizations

Before taking action, verify:

  • Which organization am I currently in?
  • Is this where I intended to work?
  • Am I inviting someone to the correct organization?
  • Am I creating this task/project in the right place?

Develop context-switching habits:

  • Check top left corner before major actions
  • Use keyboard shortcuts (Shift + O) for fast switching
  • Bookmark frequently-used organization pages
  • Set up different notification preferences per organization

Communication with others:

  • When sharing links, they include organization context
  • Tell people which organization to switch to
  • Explain they won't see items from other organizations
  • Clarify if they need to be invited to a specific organization

Security Across Multiple Organizations

Data isolation benefits:

  • Each organization's data is completely separate
  • No cross-contamination between workspaces
  • Safe to work with competing clients in different organizations
  • Your work in one organization is invisible to others

Security considerations:

  • Use strong, unique password (protects all organizations)
  • Enable 2FA on your account (applies everywhere)
  • Log out on shared computers (affects all organizations)
  • Be careful which organization you're in when screen sharing

Privacy assurance:

  • Clients cannot see you work with other clients
  • Organizations cannot see your other organizations
  • Your total organization count is private
  • Your roles in other organizations are hidden

Inviting Others to Your Organizations

Set expectations:

  • Tell them they might need to switch organizations to find your workspace
  • Explain they won't see it if they're in a different organization
  • Send them the direct link (includes organization context)
  • Walk them through using the organization switcher

Common confusion to avoid:

  • "I can't find the project" → They're in wrong organization
  • "Where's the task?" → Need to switch organizations
  • "I don't see those team members" → Different organization
  • "Why can't I see that?" → Not invited to that organization

Related Documentation

Questions about workspace switching? Contact support or check our FAQ.

On this page

Workspace SwitchingHow Organization Switching WorksThe Organization SwitcherSwitching Between OrganizationsSwitch to a Different OrganizationSearch OrganizationsWhat Changes When You SwitchData IsolationYour Role Can DifferCommon Multi-Organization ScenariosFreelancer Working with Multiple ClientsRunning Multiple BusinessesEmployee in Large Company with DepartmentsCreating New OrganizationsWhen to Create a New OrganizationViewing All Your OrganizationsOrganization OverviewLeave an OrganizationManaging NotificationsNotifications Across OrganizationsConfigure Notifications Per OrganizationKeeping Track of Multiple WorkspacesVisual OrganizationBookmarking StrategyRegular Organization AuditBilling with Multiple OrganizationsIndependent BillingView Billing for Each OrganizationTroubleshootingCan't Find an OrganizationSeeing Wrong Organization's DataCan't Remember Where Something IsNotifications Taking Me to Wrong OrganizationBest PracticesWhen Working with Multiple OrganizationsSecurity Across Multiple OrganizationsInviting Others to Your OrganizationsRelated Documentation