Multiple workspaces

✅ Completed

Agencies will be able to use multiple workspace for different productized services

Agencyhandy

8 months ago

Activity
Agencyhandy changed status to ✅ Completed

7 months ago

Agencyhandy changed status to 🚧 In Progress

7 months ago

Andrew Jack

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.

Hope this helps!

0    7 months ago    Reply

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Johnny B

This feature is required to make your deal work.

0    7 months ago    Reply

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Agencyhandy

Yes, but we prioritise Paypal, custom email , order form is more important for our users at the moment.

0    7 months ago    Reply

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Andrew Jack

Need this feature ASAP

0    7 months ago    Reply

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Agencyhandy

Thanks for your vote. We will start working on this soon.

0    7 months ago    Reply

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Agencyhandy

The feature is live now.

0    6 months ago    Reply

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Agencyhandy changed status to ⏳ Later

8 months ago

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Feature