Choose the right profile, create a workspace and switch context without mixing records or access.
Personal or corporate?#
Your sign-in identifies you. The active workspace identifies whose information, permissions and subscription you are using. Read the workspace name before entering records or changing a setting.
An account has one Personal space. Create a Corporate workspace for each business or team you run. You can also join workspaces through an invitation.
Workspace Home groups your tools under Installed Apps, Recommended Apps and Additional Available Apps. In Demo, open Discover apps to see recommendations and other available apps. Recommendations use your active workspace type and any Corporate industry you saved in planning.
Select Guide in the workspace header for help with the current screen. The guide opens over your workspace so you can close it and continue from the same screen.
| Choice | When it fits | What it changes |
|---|---|---|
| Personal profile | Your own activities and private records. | Uses its own workspace, membership and package. A company administrator does not acquire access to it. |
| Corporate profile | Work belonging to a business or organisation. | Uses the company workspace and its assigned roles. Its people, billing, apps and storage remain separate. |
Keep the active workspace, actual business requirements and current setup summary in view. A guide explains a choice; it does not make that choice for you.