Switching Context and Previewing

Overview

Because a parent workspace can see everything in its own subtree, root administrators and workspace managers can move their working context between workspaces. How this works depends on who you are: a root administrator previews a workspace, while a workspace manager switches into one.

Who can use this

• MSP Root Admin — previews any workspace in the tree.
• MSP Managed Workspace Manager — switches between workspaces in their own subtree.

A MSP Customer Dashboard User in a leaf workspace has nothing to switch to and does not see the control.

The workspace switcher

The switcher appears in two places:

• A dropdown in the sidebar showing the current workspace name.
• A Workspace selector above the dashboard.

Both list your Home workspace and your direct children only. Grandchildren never appear, which keeps the list readable in a deep hierarchy. To reach a deeper workspace, switch into the intermediate workspace first, then switch again from there.

Each entry is tagged managed or normal. Use the search box to filter a long list.

Preview a workspace as a root administrator

Previewing shows a workspace's dashboard without changing your identity. You keep your own full product access throughout.

From the workspace switcher:

1. Open the workspace switcher.
2. Select the workspace to preview.

From the workspace list:

1. Open Organization > Overview.
2. Select Workspaces.
3. Select the workspace row to open its detail panel.
4. Select Preview as customer.

While previewing, a Preview banner shows the workspace name. The dashboard displays that workspace's cost data, including the markup indicator for the edge from your workspace down to it.

To leave, select Exit preview in the banner, or select Home in the workspace switcher.

Switch context as a workspace manager

When a workspace manager selects a workspace in the switcher, the working context moves to that workspace. This is a genuine context change rather than a preview, so no preview banner appears — the manager is moving between workspaces they own, not inspecting someone else's.

Select Home at any time to return to your own workspace.

Data isolation

The workspace model enforces these boundaries:

Boundary	Behavior
Sibling workspaces	Cannot see each other's users, allocated accounts, cost data, or markup.
Child to parent	A child never sees its parent's users, accounts, cost data, or rates.
Parent to child	A parent sees everything in its own subtree, at every level below it.
Own markup	A workspace never sees the markup applied to itself.
Users	A user created in a workspace is visible to that workspace and to every workspace above it, never to a sibling.

To verify isolation for a data-sensitive rollout, create two sibling workspaces and confirm that neither one's users, accounts, or cost figures are reachable from the other, and that each sees only its own single markup edge.

Expected result

A root administrator can inspect any workspace's dashboard exactly as its own users see it, then return to full product access. A workspace manager can move freely across their own subtree and nowhere else.

Notes and limitations

• The switcher shows direct children only, never grandchildren.
• A root administrator keeps full product navigation while previewing.
• Preview is read-oriented. Use the workspace management screens rather than preview to change a workspace's configuration.

Troubleshooting

If the workspace switcher shows static text instead of a dropdown, you have no other workspace to switch to.

If Preview as customer returns an authorization error, confirm your role permits previewing that workspace and that the workspace is not archived.

If you appear to be in the wrong workspace, check for the Preview banner and select Exit preview to return to your own context.