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Switch between your workspaces and accounts

Updated 2026-07-13

In two lines: in the top bar you have the organization selector: from there you jump between your workspace and each client Account, and everything you see below becomes that organization's.

How do I change organization?

Open the organization selector in the top bar. There you see My Workspaces and your Accounts; find the one you want and use Switch to. When you switch, the dashboards, reports, and data you see become that organization's.

If you handle many accounts, the selector's search lets you filter by name instead of scrolling through the list.

Why can't I find a section after switching?

Some sections exist only in the workspace (the agency's management ones, like Accounts or the general settings) and others only inside an account (the ones that work with that client's data). If you look for something and it doesn't appear, check which level you're standing on: it might live on the other.

To understand what corresponds to each level, see Workspace and Account: how your clients are organized.

Still have questions?

Ask MIA, the MB Suite AI assistant: open it with the MB AI button (⌘J) in the top bar. MIA knows the section you're in, so you can ask it directly about what you see on screen.