Hi I wanted to map out a user story and cover some features that are required
User Story: As a user of Agency Handy, I would like to be able to run completely separate companies from one master account. This could be my own company or used for a client.
A new user role should be created Agency Owner or Master Account (you can choose the name of the role) that has admin over all the sub-workspaces in the account
All data and logins should be unique for each workspace, the users of the workspace should not have any knowledge or connection to the other workspaces (unless they are actually invited to join multiple workspaces)
The set of users for each workspace should be a separate list with their own login details
Each company within a workspace should have its own unique set of company data and all tasks, products orders should be related to that workspace
Each workspace should have separate billing and financial data stored against that workspace
Each workspace should have its own portal and unique dataset (just like a separate account)
The master account (owner of the agency account) should be able to log in and view a list of workspaces, create new workspaces, and delete a workspace if required (with some safety confirmation to guard against accidental deletion).
Notifications and communications should be separated by workspace
CNames and other related configurations should be unique to each workspace
The agency account holder should be able to invite other agency admins to manage the workspace if required
Additional Bonus Features (not required for MVP)
Clone workspace: this feature allows the agency account role to clone a workspace setup, copying a partial set of the setup of the workspace while requiring a new company name, details, financials, and set of users. It should not copy tasks or bills but only copy over setup and products. This would allow an agency account user to clone similar setups for his own or client companies while keeping financial and company data and tasks separate.
9 months ago
9 months ago
Hi I wanted to map out a user story and cover some features that are required
User Story: As a user of Agency Handy, I would like to be able to run completely separate companies from one master account. This could be my own company or used for a client.
Additional Bonus Features (not required for MVP)
Hope this helps!
0 9 months ago Reply
This feature is required to make your deal work.
0 10 months ago Reply
Yes, but we prioritise Paypal, custom email , order form is more important for our users at the moment.
0 10 months ago Reply
Need this feature ASAP
0 10 months ago Reply
Thanks for your vote. We will start working on this soon.
0 10 months ago Reply
The feature is live now.
0 8 months ago Reply
10 months ago