Switching and Creating Workspaces

Last Updated 23/05/2025

If you’re managing multiple brands, clients, or projects in Neexa, you’ll likely have more than one workspace. Here’s how to switch between them and how to create a new one when needed.

How to Switch Workspaces

There are two easy ways to move between your workspaces:

Option 1: Via the Workspace Icon

1. On your Neexa Dashboard, click the workspace icon at the top right corner of the page.

1. You’ll see a section showing your current workspace.

1. Click the arrow icon in the top-right of that section to open the dropdown list of workspaces you’re part of.

1. Select the workspace you want to switch to.

Option 2: From the Top Bar

1. On the top bar of your Neexa Dashboard (next to your subscription details), you’ll see the name of your current workspace.

1. Click the arrow icon beside the name to open the list of available workspaces.
2. Click the workspace you want to switch to.

Either method takes you instantly into the selected workspace, no re-login required.

How to Create a New Workspace

If you’re starting work on a new business:

1. Use either of the two dropdowns mentioned above.
2. At the bottom of the dropdown, click “+ New Workspace”.

1. A pop-up will appear, enter the name of your new workspace.
2. Click Create and you’re done!

Your new workspace will be ready, and you can begin adding businesses, agents, and team members right away.

When to Use Multiple Workspaces

Use a separate workspace when:

• You manage different brands or companies
• You work with different teams or clients

Each workspace has its own agents, business info, team, and plan, so they never overlap.