Viewing client teams in my account

If my clients each have their own account and add me as a team member to their account, will I be able to see all of their “accounts” in the sidebar of mine, or will I have to login and logout to access each one?

Happy Monday @Crystal_Berg and welcome to the Forum! :wave:t5:

That is a great question! The Workspace and Organization you have been added to as a member or a guest is a separate entity and has its own set of projects and tasks. To access to your client space you simply need to follow these steps:

  1. Click your profile photo in the top right corner
  2. From the dropdown menu, select the Workspace or Organization you want to access to.

You can check our Guide for more information:

Please let me know if you have any follow-up question Crystal!

Is there a way I can synchronize the two enteties to manage one genral planning and calender ? Because managing two entities does not enable you to have a global view.
I want to use this service to share with my customers their project follow-up. But they complain that thay can not synchonize with there own company agenda.
Thanks for your help.

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Welcome to the Forum @Stephanie_Harari and thank you for reaching out!

Great question! As it stands, it is not possible to synchronize several spaces to have a global view but I would recommend you to have a look at in the 3rd party integration Taco which allows you to see your tasks across multiple Workspaces or Organization.

I would also encourage you and your team to cast your vote on the following Product feedback request: Viewing all assigned tasks across multiple workspaces

I hope it helps Stephanie! Please let me know if there is anything else I can help you with!