Create and Switch Workspaces

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Create a new workspace

1. Click the Workspace Switcher at the top of the sidebar.
2. Select Create Workspace.
3. Enter a name for your workspace.
4. Add a description if you like.
5. Confirm to create it.

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Switch between workspaces

1. Click the Workspace Switcher.
2. Pick the workspace you want to use.
3. The page refreshes to show that workspace’s content.

Note: Everything you see — strategies, backtests, analysis — belongs to the currently selected workspace.

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Edit workspace details

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Next steps

• Member Roles and Permissions
• Workspace Settings