Business setup
Create and switch business projects
Separate businesses and workstreams into their own project workspaces.
Before you begin
- Sign in to Eva and select the intended project.
- Use fictional records when practising; changes affect the selected business.
Starting screen: /dashboard
1. Open the project menu
Click Switch project in the sidebar. Expand the sidebar with Toggle Sidebar if needed.
Expected result: Your accessible projects and project actions are listed.
Confirm it worked: Check the selected project before choosing another.
2. Switch the active business
Choose a different project by name.
Expected result: The switcher and project-scoped screens change to that business.
Confirm it worked: Open Docs or CRM and confirm the records belong to the selected project.
3. Create an additional project
On Pro, use Create new project from the command menu or Add project in the project menu. Complete Project name, Description, then the business context.
Expected result: The additional-project flow contains project and business steps.
Confirm it worked: Personal information is not requested again.
4. Finish and confirm
Click Create project. After the dashboard opens, revisit Switch project.
Expected result: Both accessible projects appear and the new project is active.
Confirm it worked: Refresh and confirm its name and records remain selected.
Troubleshooting and alternatives
If Save changes? appears when switching projects, choose Cancel to stay in the current project with your draft.
Choose Save in the warning to keep the document in its original project before switching. Wait for the destination project name before continuing work.
Choose Discard only when you want to leave without keeping the latest edits. The document retains its last saved version in the original project.
Wait for the project name to change before starting work in another project. If switching stalls, reload and confirm the selected project before editing.