Trackability guide
Personal workspaces and organizations
Understand workspace context and move between your personal account and organizations.
Your personal workspace belongs to you. An organization is a shared workspace with its own members, roles, settings, and billing access.
Trackability always shows one active workspace at a time. Checking that workspace before making a change prevents you from editing the wrong organization.
Personal workspace
Your personal settings include your profile, security options, and preferences. Personal billing may also be available, depending on the account setup.
Organization workspace
When an organization is active, organization-specific pages can include:
- Organization for its name and logo;
- Members for members and invitations;
- Roles for custom access rules, if available;
- Billing for the organization's subscription, if available.
The actions you can take depend on your role. A page may be visible even when some controls are read-only.
Switch workspaces
- Open the account menu in the app sidebar.
- Select Switch Workspace, if available.
- Choose Personal Workspace or an organization.
- Wait for the selected name and icon to appear in the account button.
The checkmark under Switch Workspace identifies the active workspace.
Create an organization
If Create Organization appears under Switch Workspace:
- Select it.
- Enter a name between 2 and 50 characters.
- Confirm the form.
The organization will then appear under Switch Workspace.
Troubleshooting
Switch Workspace is not available
Your Trackability account may use a single workspace type. Continue using the workspace shown in the account menu.
An organization is not listed
Confirm that you accepted its invitation with the correct email address. If you left or were removed from the organization, it will no longer appear.
Organization settings are missing or read-only
Confirm that the intended organization is active. If it is, your role may not allow that action. Contact an organization owner or administrator.
Billing shows the wrong account
Open the account menu, select Switch Workspace, choose the intended personal workspace or organization, and reopen Settings → Billing.