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Add a Workspace

Create a workspace to group users and organisations.

Shem Bogusz avatar
Written by Shem Bogusz
Updated over 2 years ago

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.

Warning: ⚠️To consolidate multiple organisations they must be created in the same workspace.

How to Add a Workspace

  1. Navigate to:
    ​Settings -> Billing & Admin -> Manage Users
    or
    ​Settings -> Billing & Admin -> Manage Organisations
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    Note: 🗨️ To navigate back to your Calxa workspace or swicth workspaces, click on your name and choose the Workspace from the drop down list.

  2. In the Admin portal left navigation click Add Workspace.
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  3. Enter workspace properties and click ADD WORKSPACE.
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    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.

Add an Organisation

  1. To add an organisation to your workspace click on the Add Organisation link at the top left of your screen.
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  2. Select the workspace you want to add the organisation into and click NEXT STEP
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  3. Please see our accounting system specific help notes & videos for further details on how to add an organisation.

    1. Add a MYOB Organisation

    2. Add a Xero Organisation

    3. Add a QuickBooks Online Organisation

    4. Add a Manually Created Organisation
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