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How to Change Teams and Workspaces

When working in your ClickFunnels account, you may need to change your team or workspace. This is most likely to occur for people working on multiple projects at once; this function allows these people to smoothly shift between projects. By changing workspaces and teams, you can easily keep separate projects separate.

Prior to getting started, you will need to have the following:

  • (optional) Multiple Teams or Workspaces

Step by Step Walk Through:

  1. Your current workspace is displayed in the top left-hand corner of the page. For example: this workspace is “ClickFunnels Academy”.

2. By clicking on this Workspace name, you can show the teams that you are currently working with, and the number of workspaces that each team is working in.

3. You can change teams by clicking on the team name you wish to switch to.

4. By clicking on the Team Tab, you can also open the menu for which workspace you wish to work in. Click on the workspace you desire.

5. Congratulations! You now know how to switch between Teams and Workspaces.