Switching Between Workspaces

Seamlessly switch between multiple workspaces to manage different projects, environments, or teams from a single MongoDash account.

Understanding Workspaces

Each workspace provides isolated environment:

• Separate connections - Each workspace has its own MongoDB connections
• Independent teams - Different members per workspace
• Isolated dashboards - Dashboards don't cross workspace boundaries
• Individual settings - Configure each workspace independently
• Distinct permissions - Your role varies per workspace

Using the Workspace Switcher

Access and switch between workspaces:

Workspace Switcher Information

The switcher displays for each workspace:

• Workspace Name - Display name
• Your Role - Current permission level
• Member Count - Total team size
• Last Accessed - When you last visited
• Workspace Icon - Custom logo if configured

Keyboard Shortcuts

Navigate workspaces efficiently with shortcuts:

• Cmd/Ctrl + K - Open quick switcher
• Cmd/Ctrl + Shift + W - Show workspace list
• Cmd/Ctrl + 1-9 - Switch to workspace by position
• Cmd/Ctrl + Shift + N - Create new workspace

Managing Multiple Workspaces

Best practices for multi-workspace workflows:

Workspace Organization Strategies

By Environment

• Production Team
• Staging Environment
• Development Workspace
• QA Testing

By Project

• Project Apollo
• Project Phoenix
• Client Portal - Acme Corp
• Internal Analytics

By Team

• Engineering Department
• Data Science Team
• Product Analytics
• Executive Dashboard

By Database Type

• Production MongoDB
• Analytics Warehouse
• Audit Logs
• User Data

Naming Conventions

Use consistent naming to quickly identify workspaces:

• Environment prefix - [PROD], [STAGING], [DEV]
• Team indicator - Engineering -, Data -, Product -
• Purpose suffix - - Analytics, - Monitoring, - Admin

Examples:

• [PROD] Engineering - Main App
• [DEV] Data Science - Experiments
• Product Analytics - User Behavior

Recent Workspaces

MongoDash remembers your recent workspace activity:

Quick Access

• Last Used - Most recent workspace appears first
• Frequently Used - Common workspaces ranked higher
• Pinned Workspaces - Pin favorites to top of list

Pinning Workspaces

Multi-Workspace Workflows

Common patterns for working across workspaces:

Development to Production Flow

1. Build in Dev Workspace

   • Create and test dashboards
   • Develop queries and aggregations
   • Validate with team

2. Export Dashboard Configuration

   • Export dashboard as JSON
   • Save query templates
   • Document widget configurations

3. Import to Production Workspace

   • Switch to production workspace
   • Import dashboard configuration
   • Connect to production databases
   • Verify and publish

Cross-Workspace Data Comparison

1. Open Production Workspace

   • Note production metrics
   • Export data if needed
   • Screenshot current state

2. Switch to Staging Workspace

   • Compare metrics
   • Validate changes
   • Test new features

3. Document Differences

   • Use text widgets to note variances
   • Create comparison dashboards
   • Share findings with team

Team Coordination Across Workspaces

1. Executive Workspace

   • High-level KPIs
   • Cross-team metrics
   • Strategic dashboards

2. Department Workspaces

   • Team-specific metrics
   • Detailed operational data
   • Department dashboards

3. Project Workspaces

   • Temporary project teams
   • Project-specific databases
   • Isolated environments

Workspace Context Indicators

Visual cues showing current workspace:

Header Display

• Workspace name in top left corner
• Workspace icon if configured
• Environment badge - Color-coded by environment type

Environment Colors

Business

Color-code workspaces by type:

• Red - Production environments
• Yellow - Staging environments
• Green - Development environments
• Blue - General/other workspaces

Configure in Workspace Settings > Branding > Environment Type

Browser Tab Management

Each workspace opens in its own context:

Tab Behavior

• Separate tabs - Each workspace can have multiple tabs
• Workspace context - All tabs in same workspace share context
• Independent sessions - Switch workspaces without affecting other tabs

Tab Title Format

Dashboard Name - Workspace Name - MongoDash

Example: User Analytics - Production Team - MongoDash

Mobile Workspace Switching

Switch workspaces on mobile devices:

Leaving a Workspace

Remove yourself from workspaces you no longer need:

Workspace Limits by Plan

Maximum workspaces you can be a member of:

Plan	Member of Workspaces	Owned Workspaces
Free	3	1
Team	10	5
Business	25	Unlimited
Enterprise	Unlimited	Unlimited

Performance Considerations

Optimize workspace switching experience:

Browser Performance

• Limit open tabs - Close unused workspace tabs
• Clear cache - Refresh if switching becomes slow
• Use recent workspaces - Avoid searching every time

Network Performance

• Workspace preloading - Recent workspaces load faster
• Connection caching - Database connections persist per workspace
• Lazy loading - Dashboards load on-demand

Troubleshooting

Cannot See Expected Workspace

• Check membership - Verify you were invited
• Check email - Look for pending invitation
• Contact workspace owner - Request access
• Refresh browser - Force reload workspace list

Workspace Switcher Not Opening

• Clear browser cache - Remove cached data
• Disable extensions - Test with extensions off
• Update browser - Use latest browser version
• Check console - Look for JavaScript errors

Wrong Workspace Selected

• Check workspace name - Verify in top left
• Look at connections - Ensure correct databases
• Check team members - Verify expected people
• Review recent activity - Confirm workspace context

What's Next?

• Creating Workspaces
• Workspace Settings
• Managing Members