Working across multiple companies

One JellyForm account can belong to any number of companies. Each company is a fully separate workspace with its own boxes, conversations, team, branding, plan, and billing. This is useful if you run more than one product, or if you're invited to help with feedback at another organization.

Switch between companies

1. Click your company's name (or logo) in the top navigation to open the company dropdown.
2. You'll see every company you belong to, with your role in each shown under its name. The current company is highlighted.
3. Click a company to switch to it. Your boxes, inbox, and settings all change to that workspace.

Create another company

1. Open the company dropdown.
2. Click New Organization.
3. After you create it, you land on the new company's settings page, ready to set up its name and team. You're the owner of any company you create.

What's separate, what's shared

• Separate per company: boxes and conversations, team members and roles, branding, integrations, the plan and billing, and your email notification preferences — you can tune notifications differently for each organization you belong to.
• Shared across companies: your account itself — your login, name, and avatar are the same everywhere. See Your profile & avatar.

Your role is also set per company: you might be the owner of your own workspace and a member in someone else's. What you can do in each is covered in Roles: owner, admin & member.

The company dropdown also has a shortcut to Organization Settings for the current company — that's where admins and owners manage the team, branding, and integrations.