Account Management

Switching between companies

Switching between companies

If you're a member of more than one DispoStack company — for example, you consult for multiple investors or you have a personal company and a JV company — you can switch between them without logging out.

How to switch

If you have access to more than one company, you'll see a dropdown at the top of the left sidebar showing your current company name. Click it to see all your companies and select the one you want to work in.

Everything — leads, deals, buyers, tasks — is completely separate between companies. Nothing is shared across workspaces.

How do I get added to another company?

The owner or admin of that company needs to add you via Settings → Invite by email. You must already have a DispoStack account (same email address you used to sign up).

Creating a second company

You can create a new company by going to dispostack.com/onboarding while logged in, or by asking support to enable multi-workspace creation from the dashboard.

Which company am I working in?

Your current active company is always shown at the top of the sidebar. All data you see — leads, buyers, tasks — belongs to that company. Switch before adding records if you're in the wrong workspace.

Still need a hand? Use the chat in the corner or contact our team.