Multiple Workspaces

Managing Multiple Workspaces in Agency Handy – Frequently Asked Questions

1. What is a workspace in Agency Handy?

A workspace in Agency Handy represents an independent environment where you can manage clients, services, invoices, and settings specific to a particular agency or department.

2. Can I create multiple workspaces under a single account?

Yes, Agency Handy allows users to create and manage multiple workspaces from a single account, facilitating the management of different agencies or departments separately.

3. Who can create a new workspace?

Only users with administrative permissions (Super Admins or Admins) have the authority to create new workspaces within Agency Handy.

4. How do I create a new workspace?

To create a new workspace:

1. Log in to your Agency Handy account.

2. Click the “+” button located at the top left corner of the interface.

3. Enter a unique name for the new workspace.

4. Configure the new workspace by setting up its settings, adding services, and customizing it as needed.

5. How can I switch between different workspaces?

To switch between workspaces, use the workspace selection menu typically found at the top left corner of the interface. Click on the desired workspace name to switch to it.

6. Are workspaces completely independent of each other?

Yes, each workspace functions independently with its own settings, clients, services, and configurations, ensuring data segregation and customization per agency.

7. Can I assign different team members to different workspaces?

Yes, you can manage team members separately for each workspace, assigning roles and permissions specific to that workspace.

8. Is there a limit to the number of workspaces I can create?

The number of workspaces you can create may depend on your Agency Handy subscription plan. Please refer to your plan details or contact support for specific information.

9. Can I delete a workspace?

Yes, administrators can delete a workspace. However, please note that deleting a workspace is irreversible and will result in the loss of all data associated with it.

10. Will changes in one workspace affect others?

No, since each workspace operates independently, changes made in one workspace will not impact others.

11. What does deleting a workspace in AgencyHandy entail?

Deleting a workspace in AgencyHandy permanently removes all data and settings associated with that workspace, including clients, orders, invoices, and configurations. This action helps maintain an organized account by eliminating outdated or unused workspaces.

12. Who has the authority to delete a workspace?

Only users with administrative access or the necessary permissions can delete a workspace in AgencyHandy.

13. How can I delete a workspace in AgencyHandy?

To delete a workspace:

1. Log in to your AgencyHandy account.

2. Select the workspace you wish to delete.

3. Access Workspace Configuration by clicking on the workspace name at the top left corner and selecting "Workspace config." from the left side menu.

4. Open General Settings within the Workspace config.

5. Initiate Deletion by scrolling down to find the "Delete Workspace" option and clicking on it.

6. Confirm Deletion when prompted. Carefully read the confirmation message, as this action is irreversible. If you're certain, click the "Confirm" or "Delete" button.

7. Final Steps: Once confirmed, the workspace and all its data will be permanently deleted, and you'll be redirected to your remaining active workspaces or the main dashboard.

14. Can I recover a workspace after deletion?

No, deleting a workspace is irreversible. All data associated with the workspace will be permanently removed and cannot be recovered.

15. What precautions should I take before deleting a workspace?

• Backup Data: Ensure you have exported or backed up any important data from the workspace.

• Confirm Necessity: Double-check that the workspace is no longer needed to avoid accidental loss of valuable information.

16. Will deleting a workspace affect other workspaces?

No, each workspace in AgencyHandy operates independently. Deleting one workspace will not impact the data or settings of other workspaces.

17. Why should I consider deleting unused workspaces?

Deleting unused or outdated workspaces helps:

• Maintain Organization: Keeps your account streamlined and focused on active projects.

• Enhance Efficiency: Reduces clutter, making it easier to navigate and manage current workspaces.

• Ensure Security: Eliminates potential access points to outdated data, enhancing overall account security.