Switching Between Workspaces: Personal vs Organisation


If you’ve joined an organisation in Medtribe, you now have access to two workspaces. This guide explains the difference and how to switch between them.

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Quick Summary

Your Personal workspace contains legacy content created before you joined an organisation. Your Organisation workspace is where your team collaborates and all new content is created. Use the workspace switcher in the sidebar to move between them.


What is a Workspace?

A workspace is where your events, templates, and other content lives. Think of it as a container for your work.

When you join an organisation, you get access to two workspaces:

WorkspaceWhat’s in itWho can see it
PersonalContent created before joining an organisationOnly you
OrganisationTeam content and all new contentEveryone on your team

Personal Workspace

Your personal workspace contains legacy content - events and templates you created before joining an organisation.

Personal workspace view
Your personal workspace showing events and templates from before you joined an organisation

Key Points About Personal Workspace

  • Only you can see it - Personal content is private to you
  • Legacy content only - You cannot create new events or templates here
  • Transfer available - You can move content to your organisation using the Transfer button
  • Will become less relevant - As you transfer content, this workspace empties out
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Why Does Personal Workspace Exist?

When Medtribe introduced organisations, we needed somewhere for your existing content to live. Rather than automatically moving everything, we kept it in your personal workspace so you can decide what to transfer and when.


Organisation Workspace

Your organisation workspace is your team’s shared space. This is where collaboration happens.

Organisation workspace view
Your organisation workspace showing team events and templates that everyone can access

Key Points About Organisation Workspace

  • Everyone can see it - All team members have access to everything
  • All new content goes here - Events and templates you create belong to the team
  • Team-owned - If someone leaves, the content stays with the organisation
  • This is your primary workspace - You’ll spend most of your time here
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Team Ownership

Content in your organisation belongs to the team, not individuals. This means if a colleague goes on leave, moves to a different role, or leaves the organisation, their events and templates remain accessible to everyone else.


How to Switch Workspaces

The workspace switcher is at the top of your sidebar in the Educator section.

Workspace switcher in sidebar
Click the workspace switcher to move between Personal and your Organisation

Steps to Switch

  1. Look at the top of your sidebar - you’ll see your current workspace name
  2. Click on the workspace name
  3. A dropdown appears with your available workspaces
  4. Select the workspace you want to view
  5. The page updates to show that workspace’s content
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Check Your Workspace

Always glance at the workspace switcher to confirm which workspace you’re viewing. This helps avoid confusion about where your content is.


Where Does New Content Go?

All new events and templates are created in your organisation workspace.

When you click “Create Event” or “Create Template”, the content is automatically created in your organisation. This ensures:

  • Your team can see and help manage it
  • The content stays with the team if you leave
  • Collaboration is seamless from the start
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No New Personal Content

You cannot create new events or templates in your personal workspace. This is by design - going forward, all content belongs to your team.


When to Use Each Workspace

TaskWhich Workspace
Create new eventsOrganisation
Create new templatesOrganisation
View team eventsOrganisation
Collaborate with colleaguesOrganisation
Find old events from before joiningPersonal
Transfer content to your teamPersonal
View legacy templatesPersonal

Common Questions

Why can't I see my events?

You’re probably viewing the wrong workspace. This is the most common issue when content seems to disappear.

Check these things:

  1. Look at the workspace switcher (top of sidebar)
  2. If it says “Personal”, your team events are in your Organisation workspace
  3. If it says your organisation name, your old events might be in Personal workspace
  4. Switch to the other workspace and check again

If you still can’t find them:

  • Events created before joining an organisation are in Personal
  • Events created after joining are in your Organisation
  • Contact support if you’re still stuck
Where did my content go?

Your content hasn’t disappeared - it’s in one of your workspaces.

When organisations launched, your existing content stayed exactly where it was - in what’s now called your Personal workspace. Nothing was moved or deleted.

To find it:

  1. Switch to your Personal workspace
  2. Your pre-organisation content will be there
  3. Use Transfer to move it to your organisation when ready
Can I move content back from my organisation to personal?

No. Transfers are one-way only.

Once content is in your organisation, it belongs to the team and cannot be moved back to a personal workspace. This ensures team content stays with the team.

If you transferred something by mistake, contact support@medtribe.com and we can help.

I belong to multiple organisations. How does that work?

You’ll see all your organisations in the workspace switcher.

The dropdown will show:

  • Personal (your legacy content)
  • Organisation A
  • Organisation B
  • (and so on)

Each organisation is completely separate. Content in one organisation cannot be seen by members of another.

Why do I need to transfer content? Why wasn't it automatic?

We wanted to give you control.

Automatic transfers could have caused problems:

  • You might belong to multiple organisations
  • Some content might be personal and not meant for your team
  • You might want to review what gets shared

By requiring manual transfer, you decide exactly what your team should have access to.

Can team members see my personal workspace?

No. Personal workspace content is private to you.

Only you can see what’s in your personal workspace. Your colleagues cannot access it. This is why transferring is important - until you transfer, your team cannot see or help manage your legacy content.

What happens to personal workspace if I leave my organisation?

Your personal workspace stays with you.

If you leave an organisation:

  • Content in your Personal workspace remains yours
  • Content in the organisation stays with the team
  • You lose access to the organisation workspace

This is another reason to transfer important content - it ensures continuity for your team if you move on.


Quick Reference

Workspace Actions
Switch workspacesClick workspace name in sidebar > Select workspace
Find old eventsSwitch to Personal workspace
See team contentSwitch to Organisation workspace
Create new contentAutomatically goes to Organisation
Share content with teamPersonal workspace > Transfer button

Workspace Comparison

FeaturePersonal WorkspaceOrganisation Workspace
Content typeLegacy (pre-organisation)Current and new
VisibilityOnly youAll team members
Create new eventsNoYes
Create new templatesNoYes
Content ownershipYou personallyThe team
If you leaveStays with youStays with team
Transfer fromYes (to organisation)No
Transfer toNoYes (from personal)


Need Help?

Contact Support:

Common requests we can help with:

  • Finding missing content
  • Understanding workspace structure
  • Help with transfers
  • Questions about what goes where
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Tip

Questions? Reply to any Medtribe email or reach out at support@medtribe.com.