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  • Dashboard G D
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Create new (G, section, then N)

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  • New quotation G Q N
  • New invoice G I N
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Press N after any creatable section (also suppliers, products, campaigns) to open its new form. Shortcuts are ignored while typing in inputs. Press Esc to close this dialog or clear a pending chord.
Beagle Software
All topics 35

Multi-organisation guide

More organisations

Separate workspaces

After your first workspace is live, open Your organisations 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 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.