2.7.2 Deleting a Workspace in AgencyHandy

AgencyHandy allows users to delete workspaces that are no longer needed directly from the workspace configuration's general settings. This action removes all data and settings associated with the workspace, ensuring your account remains organized.

Purpose:

Deleting a workspace is crucial for maintaining an organized account. It helps in removing outdated or unused workspaces, ensuring only relevant data is retained. This feature is useful for agencies that have completed their projects or no longer require certain workspaces.

Pre-Condition:

To delete a workspace in AgencyHandy, users must have administrative access or the necessary permissions to manage and delete workspaces.

Steps to Delete a Workspace in AgencyHandy:

1. Log in to AgencyHandy:

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

2. Select the Workspace:

   • Navigate to the workspace you want to delete.

3. Access Workspace Configuration:

   • Click on the workspace name at the top left corner.

   • Select "Workspace config." from the left side menu.

4. Open General Settings:

   • Inside Workspace config. locate and select "General Settings."

5. Initiate Deletion Process:

   • Look down to find the "Delete Workspace" option.

   • Click on "Delete Workspace."

6. Confirm Deletion:

   • A confirmation prompt will appear to ensure that you want to delete the workspace.

   • Carefully read the prompt, as this action is irreversible and will delete all data associated with the workspace.

   • If you are sure, confirm the deletion by clicking the "Confirm" or "Delete" button.

7. Final Steps:

   • Once confirmed, the workspace and all its data will be permanently deleted from your AgencyHandy account.

   • You will be redirected to the remaining active workspaces or the main dashboard.

Benefits:

• Organization: Keeps your account organized by removing unnecessary or outdated workspaces.

• Efficiency: Reduces clutter and improves efficiency by focusing on active and relevant workspaces.

• Security: Ensures that only essential data is retained, reducing the risk of unauthorized access to old or unused workspaces.