Workspace
Understand a WizField workspace as an organization-scoped business environment for field-service records and operations.
A WizField workspace is a business environment backed by an organization. Business records remain scoped to that organization instead of becoming one shared pool.
Define Workspace in WizField
WizField uses organization-scoped workspaces to represent businesses. The organization is the top-level tenant boundary for workspace data.
Workspace data can include customers, leads, jobs, estimates, invoices, settings, communications, reports, booking context, and portal-adjacent context.
Keep Workspace Data Organization-Scoped
Each workspace keeps its business data attached to the organization that owns it. Cross-organization access is forbidden for regular tenant users.
This model lets one user work across multiple businesses without merging the businesses' records.
Switch Between Workspaces Explicitly
Multi-business users switch workspaces through the supported organization switcher flow. The active organization comes from the authenticated session.
After a successful switch, WizField navigates to /home so stale client state is cleared and the app reloads under the selected organization context.
Continue With Multi-Business Workspaces
For the full model, read Multi-Business Workspaces in WizField. For organization switching, read How Organization Switching Works.