> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cfo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a second workspace or switch workspaces

> Create another workspace, such as a second project for another company or one for each client you advise. Switch between workspaces, rename one, and set up one workspace per client as a fractional CFO or advisor.

Create another workspace to keep a separate business apart, such as a second venture, or one company per client if you are a fractional CFO or an advisor. Each workspace is separate: it has its own Model, Pages, connections, chats, Triggers, team, and plan. Your Skills are yours and go with you to every workspace where you are a member, unless you limit a Skill to one workspace; see [Save a workflow as a Skill](/guides/save-a-skill.md).

To report several legal entities of one business together, such as a US company and its UK subsidiary, keep them in one workspace instead; see [Model several entities and consolidate them](/guides/consolidate-entities.md).

## Create a workspace

**1. Open the account menu**

Select your name or picture at the bottom of the sidebar.

**2. Choose Create workspace**

Under **Workspaces**, select **Create workspace**.

**3. Name it**

Type the **Workspace name** and press **Enter**, or select **Create** followed by the name.

Before the new workspace opens, cfo.ai asks you to choose a plan for it. Each new workspace can start its own free trial; see [Start a trial or choose a plan](/guides/choose-a-plan.md). The workspace then opens on its own Welcome chat, the same start a new account gets. Ari cannot create a workspace for you.

## Switch between workspaces

Open the account menu. **Workspaces** lists every workspace you belong to, with a check beside the one that is open. Select another to open it.

You can also press **⌘ K** (**Ctrl K** on Windows and Linux), type part of the workspace's name, and choose it under **Workspaces** in the search results.

Workspaces have no folders or groups; the account menu lists all of them by name. Give each one a name you can tell apart at a glance.

## Rename a workspace

Open **Settings**, select **General**, type the new **Name** under **Workspace**, and select **Save**. You can also ask Ari to rename it.

Renaming changes the workspace's web address. Bookmarks and links to its Pages and chats that use the old address stop working; share links keep working.

## How many workspaces a plan covers

Each workspace has its own plan and its own bill, and creating a workspace does not change the plan of the ones you have. In the plan chooser, the Starter plan card lists **1 dedicated workspace**, and the Enterprise card lists **Multiple workspaces**. To ask about Enterprise, select **Talk to sales** on its card. See [Plans and billing](/reference/plans-and-billing.md).

## Set up one workspace per client

If you advise several companies, give each client a workspace of its own, so their books, Models, and people never mix:

1. Create a workspace and name it after the client.
2. Choose a plan for it. Each workspace is billed on its own, to the payment method added in that workspace.
3. Bring in the client's books: [connect their accounting system](/guides/connect-accounting.md), or invite the person who holds admin access to their books and ask them to connect it.
4. Save the workflows you repeat for every client, such as your monthly close review, as a Skill once. Your Skills are yours, so Ari follows them in every workspace where you are a member, and the client's team does not get them. Limit a Skill to one client's workspace when it is built on that client's own accounts, systems, people, or figures. Triggers belong to one workspace. See [Save a workflow as a Skill](/guides/save-a-skill.md).
5. Decide how the client sees your work:
   * To give the client full access, [invite them](/guides/invite-teammates.md). They join as an administrator who can change anything, including billing.
   * To deliver reports read-only, [share Pages with a link](/guides/share-a-page.md) or [download a Page as a spreadsheet](/guides/download-a-spreadsheet.md).
6. To show your firm's or the client's look on the Pages you share, [brand the workspace](/guides/brand-your-workspace.md). A brand you set up once can be copied to your other workspaces.

## Related

* [Invite or remove teammates](/guides/invite-teammates.md)
* [Start a trial or choose a plan](/guides/choose-a-plan.md)
* [Plans, AI usage, and connection slots](/concepts/plans-and-usage.md)
* [The cfo.ai interface](/reference/interface.md)


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