Read the video transcript
Read the video transcript
One login, two workspaces. Let’s move from the Northwind Coffee Roasters demo account to Abe Rubarts’ test workspace, then back.From the Hiveku dashboard, your account logo is at the top left. Choose it to open your workspaces.Search for Abe Rubarts. The list narrows to one result, so there’s no need to scroll through every account.Choose that row. The dashboard changes to Abe Rubarts, but you’re still signed in as the same person.To return, open the switcher again, search Northwind Coffee Roasters, then choose it.You’re back in Northwind. Check the account name before opening a site or contact. Same login, different workspace. No secret handshake.
The account switcher only shows up if you have access to more than one account. If you have a single account, this guide doesn’t apply — you’ll use your normal dashboard.
Where It Lives
Switching Accounts
1
Open the account switcher
Click the current account’s logo or avatar at the top left of the sidebar. Open Workspaces appears.
2
Search or scroll
If you have many accounts, type a name in Search accounts… and wait for the results to narrow. The sidebar names the account you’re currently viewing.
3
Click the target account
The dashboard reloads, scoped to that account — projects, CRM, marketing, tasks, everything.
Features of the Switcher
- Search as you type — filters the accounts you can access by name
- Current account label — the sidebar shows which account you’re viewing
- Long lists — search for an exact name instead of scrolling through every workspace
- Switch back anytime — no separate “undo” needed, just pick the other account again
What Switching Affects
When you switch accounts, the scope of almost everything changes:- Projects — you see only projects belonging to the new account
- CRM contacts, deals, pipeline — scoped to the new account
- Marketing — campaigns, email lists, ad accounts — scoped
- Team members — you see only the team of the new account
- Billing — invoices, plan, payment methods reflect the new account
Your login identity stays the same. You don’t log out, you’re just changing which account’s data you’re looking at.
Use Cases
- Agencies — switch between client accounts during a workday without re-auth
- SaaS operators — flip to a customer’s account to debug or support
- Freelancers — manage separate accounts for different retainers
- Consultants — stay signed into your own account while toggling into clients’ setups
Verifying a Switch
1
Check the account name and logo
The sidebar at the top left should name the account you switched to. It may show that account’s logo or initials.
2
Check the projects list
Your dashboard projects list should now show only that account’s projects.
3
Spot-check something account-scoped
Open CRM or Marketing. Entries there should match the newly selected account.
Troubleshooting
I don't see the account switcher at all
I don't see the account switcher at all
You likely have access to only one account. The switcher only appears when there are 2+. To gain access to another account, the owner of that account needs to invite you (they go to Settings > Team and invite your email).
An account I was invited to isn't in the list
An account I was invited to isn't in the list
Check your email for the invitation — you may need to click the accept link first. After accepting, refresh the dashboard and the account should appear in your switcher.
I switched but I'm seeing the wrong projects
I switched but I'm seeing the wrong projects
Try a hard refresh (Cmd+Shift+R on Mac, Ctrl+Shift+R on Windows). Occasionally the page state lingers during a fast switch. If it persists, sign out and back in.
Search isn't finding an account I know exists
Search isn't finding an account I know exists
Search matches on account name, case-insensitive. Check you’re spelling it as the owner named it (not your shorthand for them). If still not found, make sure the account is in your accessible list — it may have been removed.
I was kicked out of an account unexpectedly
I was kicked out of an account unexpectedly
An admin on that account may have removed your access. Reach out to the account owner to re-invite you.
What’s Next?
Invite Your Team
Add teammates to an account so they can switch into it too
Roles & Permissions
Understand what each role can do within an account