Multi-organisation guide
More organisations
Separate workspaces
After your first workspace is live, open Organisations in the sidebar (All Organisations in the account menu) to create another organisation. Use it for a separate customer base or your own training workspace. Every organisation is its own workspace with its own customers, pipeline, documents, inbox, and team access.
Create another workspace
Go to /organisations and choose Create new organisation. The form creates a fresh workspace and automatically makes you an admin in that organisation.
Each organisation is billed on its own. A new workspace starts its own trial and, once that ends, needs its own subscription and its own seats — it is not covered by the plan on your first workspace.
Switch between organisations
The organisations page lists the workspaces you belong to. Your original sign-up workspace is highlighted as the Founding workspace, and each card has a Dashboard button that opens that organisation's dashboard.
Using a second organisation for training
If you want a safe place to practise, create a normal second organisation and add your own sample customers, contacts, leads, and documents there. That keeps your live workspace clean while still letting your team learn the real workflows.