How to Switch Organizations, Cohorts, Projects, or Teams

In Innovation Within, users may belong to multiple organizations, cohorts, projects, or teams. Switching between them helps ensure you are working in the correct workspace and viewing the right Canvas, interviews, insights, templates, calendar events, and resources.

You may need to switch when you are:

• Working with different programs, cohorts, or institutions
• Collaborating with multiple teams
• Moving between different projects
• Supporting multiple classes, accelerators, or customer discovery programs
• Reviewing work across different team environments

Where to Find Your Current Organization

Your current organization appears near the top of the left navigation panel, directly below the Innovation Within logo.

Click the organization name to open the organization page. From there, you can view the folders, cohorts, projects, and teams associated with that organization.

Viewing Cohorts, Projects, and Teams

After opening the organization page, you will see the structure of the organization.

Depending on your access, this may include:

• Folders
• Cohorts
• Projects
• Teams

You can expand or collapse groups to navigate through the organization structure.

Click the team or project you want to work in. The platform will update to show the content associated with that selected context.

Searching Organizations, Folders, Cohorts, Projects, and Teams

You can use the search bar to quickly find the workspace you need.

Search is available when viewing the organization list or the organization structure.

You can search for:

• Organizations
• Folders
• Cohorts
• Projects
• Teams

This is useful when you belong to multiple organizations or when an organization contains many folders, cohorts, projects, or teams.

Type the name into the search bar, then select the matching result to open the correct workspace.

Switching Organizations

If you belong to more than one organization, you can switch to another organization from the organization page.

To switch organizations:

1. Click your current organization name from the left navigation panel.
2. On the organization page, click Switch Organizations.
3. You will be taken to the organization list page.
4. Select the organization you want to access.

The selected organization will open, and you can then choose the relevant cohort, project, or team.

Using the Back Button

When you open the organization page, a back button appears before the organization name.

Click the back button to return to the page you were previously viewing in the app.

For example, if you were on the Interviews page before opening the organization page, clicking the back button will return you to the Interviews page.

What Happens After You Switch

After you switch to a different organization, cohort, project, or team:

• Your workspace updates to the selected context.
• The Home page shows content for that selected team or project.
• Interviews, insights, templates, calendar events, and resources update based on the selected workspace.
• The navigation remains the same, but the content reflects the organization, cohort, project, or team you selected.

Key Takeaway

Use the organization name at the top of the left navigation panel to open your organization page.

From there, you can:

• View the current organization structure
• Access folders, cohorts, projects, and teams
• Switch to another organization
• Return to your previous page using the back button

This helps you stay in the correct workspace while moving between different organizations, cohorts, projects, and teams.