> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Work across more than one workspace

> Switch between the clinics, pharmacies and labs you belong to, use the personal home, and create a new workspace.

export const StillStuck = ({topic}) => <div className="ck-callout ck-callout--note" role="note">
    <p className="ck-callout__body">
      <strong>Still stuck{topic ? ` with ${topic}` : ''}?</strong>{' '}
      Check <a href="/platform/help/troubleshooting">Troubleshooting</a> first —
      it covers the failures we see most often. If that does not resolve it,{' '}
      <a href="/platform/help/contact-support">contact support</a> and include
      your workspace name and the time the problem happened, so we can find the
      matching entry in your audit log.
    </p>
  </div>;

export const TaskHeader = ({before, time, after}) => <div className="ck-task">
    {before ? <div className="ck-task__cell">
        <div className="ck-task__title">Before you start</div>
        <p className="ck-task__body">{before}</p>
      </div> : null}

    {time ? <div className="ck-task__cell">
        <div className="ck-task__title">Takes about</div>
        <p className="ck-task__body">{time}</p>
      </div> : null}

    {after ? <div className="ck-task__cell">
        <div className="ck-task__title">When you're done</div>
        <p className="ck-task__body">{after}</p>
      </div> : null}
  </div>;

export const Path = ({steps = []}) => <span className="ck-path">
    {steps.map((s, i) => <span key={i} className="ck-path__step">
        {i > 0 ? <span className="ck-path__sep" aria-hidden="true">
            ›
          </span> : null}
        {s}
      </span>)}
  </span>;

export const Availability = ({editions = ['all'], plans, roles, note}) => {
  const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
  return <div className="ck-avail" role="note" aria-label="Feature availability">
      <span className="ck-avail__label">Available in</span>

      {list.map(e => <span key={e} className={`ck-pill ck-pill--${e}`}>
          {EDITION_LABELS[e] || e}
        </span>)}

      {plans ? <span className="ck-avail__label">Plan</span> : null}
      {plans ? <span className="ck-pill ck-pill--plan">{plans}</span> : null}

      {roles ? <span className="ck-avail__label">Who</span> : null}
      {roles ? <span className="ck-pill ck-pill--role">{roles}</span> : null}

      {note ? <span className="ck-avail__note">{note}</span> : null}
    </div>;
};

<Availability editions={['all']} plans="All plans" roles="Anyone with an account" />

One account, many businesses. You might own a clinic, cover shifts at a second one and manage a pharmacy — all from the same sign-in, with the data of each kept entirely separate.

<Path steps={['Header', 'Workspace switcher']} />

<TaskHeader before="Membership of more than one workspace, by owning it or being invited" time="Seconds to switch, 2 minutes to create" after="You are working in the right business, with the right data in front of you" />

## Switch workspace

<Steps>
  <Step title="Open the switcher">
    On desktop it sits next to the logo in the header. On a phone, open the navigation drawer — the switcher is at the top.
  </Step>

  <Step title="Find the one you want">
    Type in **Search clinic...** to filter. The list is grouped, with a tick beside the one you are in now. Nothing matching gives "No clinic found."
  </Step>

  <Step title="Select it">
    You land on that workspace's home. The sidebar, the vocabulary and every figure on screen change to the new business.
  </Step>
</Steps>

<Note>
  Switching does not sign you out and does not carry anything across. Records, stock, staff and settings belong to one workspace only — there is no shared patient list, and nothing you do in one is visible from another.
</Note>

## The personal home

Your personal home sits outside every workspace and gives you the view across all of them. Its top navigation is **Dashboard**, **Clinics**, **Billing** and **Settings**.

* **Dashboard** — a greeting, a count of how many businesses you belong to, a **My Schedule** button, and combined statistics and charts.
* **Clinics** — the full list, and where you create a new one.
* **Billing** — your subscriptions across every workspace you own.
* **Settings** — your personal account. See [Your profile and credentials](/platform/account/profile).

With no workspaces at all, the page reads "No Clinics Found" over "Get started by creating your first clinic or accepting an invitation to join an existing one.", with a **Create Your First Clinic** button. The nouns follow the kind of business you signed up as — a pharmacy sees pharmacies, a lab sees labs.

## Where you land after sign-in

The product tries to put you where your work is, so what you see first depends on your structure.

| Your situation                                       | Where you land                                                                                     |
| ---------------------------------------------------- | -------------------------------------------------------------------------------------------------- |
| One clinic, on a solo or team plan                   | That clinic's appointments page                                                                    |
| One pharmacy or one lab                              | That edition's home, narrowed by your role — a cashier lands on the till, a phlebotomist on intake |
| An enterprise workspace, several workspaces, or none | Your personal home                                                                                 |

If you expected a workspace and got the personal home, you belong to more than one. Use the switcher.

## Create another workspace

<Steps>
  <Step title="Open the switcher and select Create Clinic">
    It is at the bottom of the switcher, below the separator. The same option is in the mobile drawer.
  </Step>

  <Step title="Fill in Create New Clinic">
    The dialog explains: "Fill in the details below to create a new clinic. All fields marked with \* are required."

    * **Clinic / practice name** — the business name
    * **Clinic Type** — the kind of care, retail or diagnostics you provide
    * **Site Type** — on Diagnostics only: **Full laboratory — testing on site** or **Collection center — samples drawn and referred to your lab**
    * **Clinic Plan**
    * **Phone Number**, **Email**, **Address**
    * **Description** — optional
  </Step>

  <Step title="Create it">
    You become its owner, and it appears in your switcher immediately.
  </Step>
</Steps>

<Warning>
  A new workspace starts empty and its own subscription starts with it. Creating a second one is not a way to change edition or plan — data cannot be moved between workspaces afterwards, by you or by us. If you signed up as the wrong kind of business, [contact support](/platform/help/contact-support) instead.
</Warning>

## Your role can differ in each one

You are an owner in one workspace and a staff member in another, with different permissions in each. What you can see and do is re-decided every time you switch. See [Who can see and do what](/start/roles-and-access).

Two things follow you rather than the workspace: your personal details and credentials, and your security settings — including two-factor. Enrol once and it protects every workspace you belong to.

## Check it worked

* The name in the header is the workspace you meant to open.
* The sidebar shows that business's modules — a pharmacy's till, a lab's worklist.
* The people you serve are called by that edition's word: **Patients**, **Clients** or **Customers**.
* Figures on the dashboard are that workspace's alone.

## If something goes wrong

<AccordionGroup>
  <Accordion title="A workspace I was invited to is not in the switcher">
    The invitation has to be accepted from the email first, and it must have been sent to the address you are signed in with. Ask the owner to check which address they used, then see [Invite staff](/platform/team/invite-staff).
  </Accordion>

  <Accordion title="I signed in and went straight into a workspace I did not want">
    That happens when you belong to exactly one. Use the switcher in the header to move, or go to your personal home from **Profile and Settings**.
  </Accordion>

  <Accordion title="I can see the workspace but almost nothing in it">
    You are in with a limited role. Ask its owner or manager to review your [role](/platform/team/roles) and [permissions](/platform/team/permissions).
  </Accordion>

  <Accordion title="Data from one clinic is missing in another">
    That is by design and cannot be changed. Patients, stock and staff belong to a single workspace.
  </Accordion>
</AccordionGroup>

## Related

<Columns cols={2}>
  <Card title="Invite a staff member" icon="https://mintcdn.com/clinikehr/nLyvBRumcl1Yk8z3/images/icons/user-plus.svg?fit=max&auto=format&n=nLyvBRumcl1Yk8z3&q=85&s=a3fbf78fb687cbc78acbe559e500b46f" href="/platform/team/invite-staff" width="24" height="24" data-path="images/icons/user-plus.svg">
    Bring someone into a workspace you own.
  </Card>

  <Card title="Staff seats" icon="https://mintcdn.com/clinikehr/nLyvBRumcl1Yk8z3/images/icons/users.svg?fit=max&auto=format&n=nLyvBRumcl1Yk8z3&q=85&s=76abeb65605706fcc027333369b8fcd8" href="/platform/plans/seats" width="24" height="24" data-path="images/icons/users.svg">
    How seats are counted and charged in each edition.
  </Card>
</Columns>

<StillStuck />