Set up and activate new workspaces within the system.
Import multiple workspaces efficiently using a bulk upload process.
Organise and manage workspaces within your organisational hierarchy.
Understand how workspaces control user access, task visibility, and reporting.
Video Overview
This video introduces the concept of workspaces and how they represent individual locations such as stores, branches, or offices. It walks through the process of creating a workspace manually, activating it, and organising it within your hierarchy. You’ll also learn how to quickly add multiple locations using the bulk import feature.
The video then explains how workspaces function within the system, including how users are assigned to locations, how they switch between them, and how tasks and reports are filtered based on the selected workspace. By the end, you’ll have a clear understanding of how to manage locations effectively and ensure accurate reporting across your organisation.
