This guide is for our updated dashboard that was released on May 15, 2025. If the images below do not match your view, you will be moved to the updated version in the next few weeks.
If you are a user in multiple workspaces, you will be taken to the last workspace you accessed upon login. If you haven't logged in before, you will be taken to your first workspace listed alphabetically. Once logged in, you can navigate between your workspaces using the workspace switcher. This user guide outlines how to use the workspace switcher and navigate to portfolio view.
If you are only part of one workspace you will not see this functionality.
1. The workspace switcher is located in the top-left corner of the main menu.
2. Select the workspace switcher to see your available workspaces and click on the workspace you want to switch to.
Tip: If you have a long list of workspaces, use the search bar to locate the desired workspace.
3. If you accessed a workspace through the Portfolio view, you will see the option to "Return to portfolio" at the top of the workspace list.
Additional Resources
- How to Change Your Dashboard Colour & Logo
- How to Update Your Logo on Portfolio
- How to Update Your Branding on a Portfolio