2.7.1 Create a new Workspace in AgencyHandy

AgencyHandy allows users to create multiple workspaces, enabling the management of several agencies from a single account. Each workspace functions as an independent entity, acting as an individual agency with its own settings and configurations.

Purpose:

Creating multiple workspaces allows users to efficiently manage multiple agencies, ensuring data segregation and customization per agency without needing separate accounts.

Pre-Condition:

Users must have administrative access or the necessary permissions to create and manage workspaces in AgencyHandy.

Steps to Set Up Multiple Workspaces in AgencyHandy:

1. Log in to AgencyHandy:

   • Ensure you have the necessary permissions to create and manage workspaces.

2. Access Workspace Creation:

   • On the dashboard, locate the “+” button at the top left corner of the interface.

3. Create a New Workspace:

   • Click the “+” button to initiate the workspace creation process.

   • Enter a unique name for the new workspace in the provided field.

4. Configure the New Workspace:

   • Once the new workspace is created, it will function similarly to your existing workspace.

   • Set up the new workspace by configuring its settings, adding services, and customizing it to fit the new agency’s needs.

5. Switch Between Workspaces:

   • To switch between workspaces, use the workspace selection menu, typically at the interface's top left corner.

   • Click on the desired workspace name to switch to it and manage its specific settings and tasks.