Create and switch teams

1. 1

   Click the team's name at the bottom of the sidebar.

   The switcher lists your teams in two groups — "Times pessoais" (personal teams) and "Organizações" (organizations) — with a check on the current team. On mobile, it's in the Conta (account) menu, under the "Time" (team) section.

2. 2

   Choose the team.

   result

   You land on the same module in the chosen team. Each team shows its own modules and data.

1. 1

   In the switcher, click `Criar organização` (create organization).

2. 2

   Fill in the `Nome da organização` (organization name).

   At least 3 characters.

3. 3

   Choose the modules.

   IT Suite or Vault only — the same choice as at sign-up. It defines the new team's plan and modules.

4. 4

   Click `Continue`.

   The organization is created and the Adicionar método de pagamento (add payment method) modal opens next.

5. 5

   Add the payment method and start the trial.

   After the card is saved, you enter the new workspace. The Comece a usar (get started) screen offers Iniciar teste de 7 dias (start 7-day trial) — no charges during the period.

   result

   The new team appears in the switcher's "Organizações" group.

The personal space is a free team, yours only, with Vault — no members and no billing. Each person can have one.

1. 1

   In the switcher, click `Criar espaço individual` (create personal space).

   The option only appears while you don't have a personal space yet.

2. 2

   Confirm with `Criar time pessoal` (create personal team).

   result

   You go straight into the new space, with no payment step.