Accounts and workspaces - what's the difference?
RadiusOS organizes your data into accounts and workspaces. Most people only need one account. This is how to tell when to add a workspace vs. when to add an account.
The short version
An **account** is the top-level container - it represents your business. Inside an account you can have one or more **workspaces**. Each workspace is its own pipeline with its own contacts, stages, and settings.
Most people only need one account. If you run a single business and want to keep two pipelines side by side (e.g. one for new sales and one for past customers, or one for residential jobs and one for commercial), you want a second **workspace** inside your existing account - not a second account.
Rule of thumb: if both pipelines bill the same business, share the same logo on quotes, and need the same team to access them, they belong in the same account. Use separate workspaces inside it.
How to add a workspace
Click your workspace name in the sidebar
The workspace switcher is at the top of the sidebar - it shows the current workspace name with a chevron. Click it to open the dropdown.
Click "New workspace"
At the bottom of the dropdown. You'll be asked for a name and a template. Free plan: 1 workspace included. Pro and above: unlimited workspaces.
Pick a template
The new workspace can use the same template as your current one (so the stages and fields match), or you can pick a different template if it's a different kind of pipeline.
When to add a separate account
Add a separate account only if you genuinely run more than one business. Examples:
- You're a contractor who also runs a side photography business with a different brand and tax ID
- You're an agency owner who manages a separate personal coaching practice
- You and a partner share work but bill clients under different legal entities
If the answer is just "I want a different list of contacts" or "these two pipelines are different," use a workspace, not an account.
Each account has its own subscription, billing, and team members. Data does NOT cross between accounts. Adding a second account means paying twice if you want paid features in both.
How to add a separate account
We hide the "Create account" button from the account switcher in the top-left because most users don't need it - and accidentally creating a second account fragments your data. To create another account on purpose:
1. Go to **Settings → Business Profile**
2. Scroll to the bottom of the page
3. Click **Create another account**
You'll go through onboarding for the new account. Switch between accounts using the dropdown in the top-left corner.