What is a workspace?
A workspace is the directly operated business selected through the active Clerk Organization. One Clerk Organization is one directly operated workspace. You cannot add a second directly owned business inside an existing workspace — you create or join another Organization through Clerk. A connected Account is a third-party business your workspace may view, integrate, or manage. Connected Accounts appear in the Accounts capability, not in the OrganizationSwitcher. They are not the same thing.Before you start
- A Kordless account (sign up at hq.kordless.ai)
- Membership in at least one Clerk Organization, or an invitation to one
Create a new workspace
1
Open the OrganizationSwitcher
On desktop, the OrganizationSwitcher is at the foot of the sidebar. On mobile, find it in the More sheet under your account.Click or tap the current organization name to open the switcher.
2
Choose Create organization
The switcher opens a modal. Select Create organization. Type the business name. The name becomes the Organization name and the workspace URL slug.Clerk creates the Organization and sets it active. Kordless provisions the workspace idempotently — if the transaction is interrupted, retrying converges without creating a duplicate.
3
Land in the new workspace
After creation, Kordless redirects you to the new workspace’s Book in Test mode. The welcome screen handles naming and currency selection in one step if this is your first Organization.
Switch to an existing workspace
1
Open the OrganizationSwitcher
Use the same control at the sidebar foot (desktop) or in the More sheet (mobile).
2
Select the Organization
The switcher lists every Organization you belong to. Select one to make it active.Kordless re-resolves your account and workspace context from the new Organization. The URL changes to the new workspace’s slug.
Join by invitation
If someone invites you to their Organization, you receive an email invitation from Clerk. Accept the invitation to join that Organization. After joining, the Organization appears in your OrganizationSwitcher.What happens when the URL names another workspace
If you open a URL that names an Organization you do not belong to, Kordless shows a recoverable context state — not guessed content. You see “Choose an organization” with a link to set up or select one.Workspace versus connected Account
If it does not work
Next
Start your first Book
Choose the correct starting method for your pricing knowledge.