Before you begin
User identity and workspace association must remain consistent.
Recommended workflow
Confirm you are editing the intended user inside the intended workspace. Recheck the association after saving.
Verify the result
Confirm the intended client, workspace and access scope. Menu labels can vary with the installed modules and their version.
Important
Stop and report an unexpected association rather than continuing to edit records in the wrong workspace.
When you need help
Share the workspace address, module name, approximate time and a redacted screenshot. Do not share passwords, access tokens or client documents in a public support channel.
Need help with this workflow?
Include the article title and your installed module when contacting the team. Please redact confidential details.
Contact the team