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In AgreementGen, click the Workspace dropdown in the top-left corner (next to your current workspace name).

Select a workspace directly from the list, or click View all to see every workspace you have access to.

Choose the workspace you'd like to switch to.

1. In AgreementGen, click the Workspace dropdown in the top-left corner (next to your current workspace name).
 
 
 
2. Select a workspace directly from the list, or click View all to see every workspace you have access to.
 
 
 
3. Choose the workspace you'd like to switch to.

NOTE: Switching workspaces here updates the agreement list you see and uses that workspace's quota for sending agreements.

Switch between your available workspaces directly from AgreementGen using the dropdown tool

How do I switch workspaces in AgreementGen?

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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