Question 1

How do I switch between workspaces?

Accepted Answer

Click the workspace name at the top of the sidebar to open the Org Switcher. Pick another workspace to jump into its data, or 'Create new workspace' at the bottom to start a fresh one.

Question 2

I sent an invite but the teammate didn't use it in time.

Accepted Answer

Open Settings → Organization → Invites, find the row, and click the refresh icon. That extends the invite another 7 days and copies a fresh link to your clipboard — no need to revoke and re-invite.

Question 3

Can a teammate belong to more than one workspace?

Accepted Answer

Yes. Accepting a new invite adds a workspace to their Org Switcher — it never removes the ones they already had. Roles are per-workspace, so someone can be a rep in one org and an admin in another.

Question 4

Why do Team / Benchmarks look different in each workspace?

Accepted Answer

Both pages are scoped to the currently selected workspace. Every rep row, tile, target, and drilldown reflects only that org's data. Switch workspaces via the Org Switcher to see another org's numbers.

Question 5

A rep says they can't see the Team or Benchmarks pages.

Accepted Answer

Confirm the rep is inside the right workspace via the Org Switcher, then open Settings → Organization → Members and make sure their role is Manager, Admin, or Owner. Reps see their own numbers but not the team roster.

Question 6

I made someone an admin in Settings → Organization but they still can't open /admin/users.

Accepted Answer

Those are two different roles. Workspace admin (Settings → Organization) controls invites, members, and workspace settings for one org. Global admin (/admin/users) is a platform-wide flag used for the Product Catalog, Branding presets, and cross-workspace tooling — it has to be granted separately by an existing platform admin.