Account & Workspaces

Your account can have access to multiple workspaces. Clients, services, requests, permissions, settings, and shared files belong to their workspace. Confirm the selected workspace before making a change.

Switch workspaces

Open the workspace switcher in the sidebar and select a workspace you belong to. The app opens that workspace's address and establishes the workspace session. Only workspaces available to your account are listed.

Use the workspace menu to open workspace settings or manage/create workspaces where your role and plan allow it. Creating a workspace is subject to the owner's workspace allowance. See Workspace Billing for plan usage.

If a switch or login returns you to the wrong place, open the intended workspace URL and sign in with the account invited there. Password-reset links also use workspace context; request a new link from that workspace's login page.

Personal settings

Open Settings from your user menu:

• Profile: edit your name, email, and profile information supported by the screen. An email change may require verification.
• Password: update your password using the current-password and confirmation fields.
• Appearance: choose the available light, dark, or system appearance.
• Notifications: manage personal delivery preferences.
• Billing: view the AgencyPro subscription and available billing actions for the workspace owner.

Workspace branding, domains, SMTP, modules, and roles are under Workspace Settings.

Delete a workspace

An administrator can use Workspace Settings > General > Advanced to open the workspace deletion controls. Enter the workspace's exact name and confirm. The app prevents deletion of the company's last workspace.

Workspace deletion removes the workspace and its associated data; it is separate from archiving an individual record. Export the records you need before proceeding. See Import & Export. If you need to end a subscription, review Workspace Billing separately.

Delete your account

In Settings > Profile, use the account deletion section, enter your current password, and confirm. The app signs you out after deleting the account. Read the confirmation carefully before proceeding, and contact support first if you need help with ownership, purchases, or billing.

For individual recoverable records, use Archive & Restore. For login or access problems, see Support.