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Work in more than one workspace

One Keelvy account can open as many workspaces as you create or are invited to. Each workspace has its own data, people, roles, plan and billing.

  • In the app, click your avatar and choose Switch workspace.
  • On Your account, Your workspaces lists them. Click Open beside the one you want.
  • When you sign in and belong to more than one, Choose a workspace appears. Keelvy remembers your choice for next time.
  1. On Your account, click Create a workspace.
  2. Choose a plan, name the workspace and pay, as in Start your free trial.

The free trial is once per person. A second workspace shows Due today and is paid from the start.

  • Roles belong to one workspace. Someone who is an Administrator in one starts with no roles in another until an administrator there grants them.
  • Billing, plan and limits are per workspace. Capacity is counted for each workspace on its own.
  • Your own settings follow you: name, sign-in address, password, two-step sign-in and passkeys. They are on Your account: click your avatar and choose My account.

If you administer both workspaces, open Settings → Users in one, find the person and choose Add to workspace. They keep everything in their first workspace and start the new one with no roles. Grant them roles from inside the new workspace.

That is a different thing: one workspace can issue documents for several legal entities. See Documents and money.