Organization and Project Switching

Helm ADE supports multi-organization membership and project-scoped work contexts. This article explains how to navigate between organizations and projects using the global header switchers.

Overview

The global header at the top of Helm ADE contains two context switchers:

Organization Selector - Switch between organizations you belong to

Project Selector - Switch between projects within the active organization

These switchers allow you to quickly move across contexts without losing your place.

Switching Organizations

Using the Organization Selector

Look for the Organization dropdown in the header (top-left area)

Click the dropdown to see all organizations you belong to

Select the organization you want to switch to

The app will refresh to show project-scoped data for the new organization

What Happens When You Switch Organizations

When you switch organizations:

• The active organization is persisted to your user preferences
• The project list updates to show projects in the new organization
• Your active project within that organization is restored (if previously set)
• Any session lists refresh to show sessions for the new context

Switching Projects

Using the Project Selector

Look for the Project dropdown next to the Organization selector

Click the dropdown to see all projects in the active organization

Select the project you want to switch to

Session lists and project-scoped data will update immediately

Creating a New Project

You can create a new project directly from the project selector:

Click the Project dropdown

Select + New Project at the bottom of the list

Enter a name for your project

Click Create to create the project

You'll be automatically switched to the new project

What Happens When You Switch Projects

When you switch projects:

• The active project is persisted per-organization
• Agent sessions refresh to show sessions for the new project
• Task queues and PRD records update to the new project scope
• The project slug appears in the badge next to the dropdown

Understanding Context Persistence

Helm ADE remembers your context selections:

Context	Persistence
Active Organization	Saved globally to your user profile
Active Project	Saved per-organization

This means:

• When you return to Helm, your last active organization is restored
• When you switch back to an organization, your last active project in that org is restored

Troubleshooting

"No projects" appears in the dropdown

This means the current organization has no projects yet. Use + New Project to create your first project.

Project selector shows "Loading..."

The project list is being fetched from the server. If this persists, check your network connection or refresh the page.

Changes don't seem to persist

Make sure your browser allows localStorage and cookies. Context preferences are stored server-side but require authentication headers.

Related Topics

• Getting Started: Onboarding - Complete onboarding workflow
• Session Navigation - Navigate agent sessions within a project