Switch, create and leave workspaces

One account can belong to several workspaces: your own, a client's you were invited to, or one you are preparing for a customer. The account menu under your initials at the top right lists them all, and lets you switch, start another or leave the one you are in.

Acme Corp / Account menu

123

Workspaces

AAcme Corp

GGlobex Hiring

Create workspace

Leave workspace

Account

1. 1

   Step 1: Your workspaces

   Every workspace you are a member of, by name, with its logo or first letter. The one you are in has a check mark.

2. 2

   Step 2: Create workspace

   Starts a new workspace of your own, without signing out.

3. 3

   Step 3: Leave workspace

   Takes you out of the workspace you are in.

Switch to another workspace

1. Open the account menu under your initials at the top right.
2. Under Workspaces, select the workspace you want.

Its dashboard opens. Everything you see from then on, and everything you do, belongs to that workspace, with the role you have there. Your language setting follows you; each workspace keeps its own team, jobs, candidates and billing.

Some workspaces show a short status under their name:

• Internal: a workspace on greydigi's internal plan, never billed.
• Handover pending: an internal workspace whose customer has not accepted the handover yet.
• Trial · 21 days left: a workspace handed over to its customer, with the days left in its free trial. Trial ended once they are used up.

Create another workspace

1. Open the account menu and select Create workspace.
2. Fill in the form as when you first signed up: the workspace's name, its short URL and an accent colour. See Create your workspace.
3. Select Create workspace.

You land on the new workspace's dashboard, as its Owner. Changed your mind? Back to at the top of the form returns you to the workspace you came from.

Create a workspace for a customer (greydigi team)

Signed in with a verified greydigi.com address, the menu entry reads Create a workspace for a customer. A workspace you create this way is on the internal plan: free, with no checkout, and nothing counts or expires while you prepare it.

1. Open the account menu and select Create a workspace for a customer.
2. Create the workspace under the customer's name. Its dashboard opens.
3. Set it up with the customer: companies, branding, hiring processes, jobs. For the first 14 days the dashboard reminds you where the handover lives, until you dismiss the note.
4. When it is ready, go to SettingsUsage & billing and select Hand over to customer.

While you prepare it, the workspace stays off Google for Jobs: its job pages work, so you can try applying, but search engines are asked not to index them and Google is not notified. Its open roles are announced to Google the moment the customer accepts the handover. To list it earlier, use List on Google now on a job's Channels page (see Job boards, social media and tracked links).

What happens next, for you and for the customer, is in Your plan.

Acme Corp / Account menu

Workspaces

AAcme CorpInternal

GgreydigiInternal

GGlobex HiringTrial · 21 days left

Create a workspace for a customerSet it up, then hand it over from Settings → Usage & billing

Leave workspace

Account

Leave a workspace

1. Open the account menu in the workspace you want to leave and select Leave workspace. On SettingsTeam & permissions you can also open the menu on your own row.
2. The confirmation names the workspace. Select Leave workspace.

You lose access to its jobs and candidates straight away and land in your next workspace, or on the form to create one if you have none left. Everything you did there, such as notes, stage moves and decisions, stays on record. An Owner or Admin can invite you again at any time.

Every member can leave, whatever their role, with one exception: the workspace's last Owner cannot, because a workspace always keeps one. The menu then says Make someone else Owner before you leave. Give someone else the Owner role first (see Roles and permissions), then leave.