A workspace is a container where you can logically group your organisations and users. Each workspace has a separate set of data and users that can access it. Most of you will only ever require one workspace but if you've got lot's of users, you may find it useful to create multiple workspaces. For example you may want a workspace for sensitive information with only a select few users invited.
Note: 💬 refer to Workspaces in Calxa for more details on using workspaces.
Tip: 💡 To consolidate multiple organisations they must be created in the same workspace.
How to Add a Workspace
Navigate to:
Settings -> Billing & Admin -> Manage Users
or
Settings -> Billing & Admin -> Manage OrganisationsIn the Admin portal left navigation click Add Workspace.
Enter workspace properties and click ADD WORKSPACE.
Note: 🗨️ The workspace time zone is used to the apply the printed date and time when generating reports and when scheduling tasks like workflows and daily sync.
Note: 🗨️ To navigate back to your Calxa workspace or switch workspaces, click on your name and choose the Workspace from the drop down list.
Tip: 💡Use Demo Data workspaces as a flexible sandbox for testing and experimenting or leveraged as presentation tools when showcasing Calxa’s capabilities to clients. See Demo Data Workspace for more details.
Add an Organisation
To add an organisation to your workspace click on the Add Organisation link at the top left of your screen.
Select the workspace you want to add the organisation into and click NEXT STEP
Please see our accounting system specific help notes & videos for further details on how to add an organisation.