What are workspaces?
They are new groups created on the same network. They are managed as independent accounts, each with its own data, users and services. If we have several computers we can create a workspace for each one. The user who creates the workspace will have "Super Administrator" permission and will be able to move between offices.
How to set up your Workspace
Go into settings.
Current workspace and click on the pencil to edit it and it will take you to "Your workspace" like this:
You can edit the following fields:
Name of your account.
Location, if not we can geolocate it, you can search manually on the map.
Email.
Phone number.
Local currency.
Logo.
Facade.
Corporate colour.
How to create a new workspace and display the existing ones?
Settings > Workspaces > Add Workspace
To see your already created workspaces you can also do it from Settings > Workspaces.
The user with permission to migrate between workspaces will have ''Switch to this workspace in the dropdown''.
To edit the information of the office you must be inside it.
From Workspaces you can change the name of your Office Network by clicking on Edit in the upper right.
*This action of creating a new workspace is available only for the Premium and Enterprise plans of the CRM Gestor de Contactos.
Change of Workspace.
If you are the user, you can jump directly from your avatar (bottom left corner) > workspace name > choose the workspace you want to go to:
Publishing gateways to portals
Through the customer service team, it is possible to request that several workspaces on the same network use the same publishing gateway to a real estate portal. In this way, it is possible to unify property publications that are in different Witei workspaces in the same real estate portal profile.
Set up a common website for your workspaces
You can share a Web with all the workspaces you create through a circle, where they can share the properties and send them to the Web if they wish. A single workspace can manage and configure the website shared by the entire workspace network. To do this, you must access the menu: "Web" > "Properties shown" > Show properties from network.
Share your properties with other workspaces
You can share your properties with other workspaces that belong to your same network and have them published on your website. To do this, you need to follow these steps that we indicate below:
From the property > Share > Share with other workspaces.
Click on the button with the name of your network to publish the property on the shared website.
You can also do it directly from "My shared properties."
If you want to view the properties that are shared from another workspace to yours, you can do so from "Workspace properties".
If you have any questions, please contact us via chat!