Workspace Management
Learn how to manage workspaces, switch between environments, and organize your real estate teams
Overview
Workspaces in Agent Teammate CRM allow you to organize your real estate business by different offices, teams, or business units. Each workspace provides a separate environment with its own contacts, deals, and settings while maintaining centralized user management.
Key Benefits
- Separate business units or office locations
- Team-based organization and access control
- Workspace-specific customization and settings
- Easy switching between different environments
Accessing Workspaces
From the Login Screen
Login to Agent Teammate CRM
Enter your credentials on the login page. After successful authentication, you'll be directed to the workspace selection screen if you have access to multiple workspaces.
View Available Workspaces
The workspace list displays all workspaces you have access to, showing workspace names, descriptions, and your role in each workspace.
Select Your Workspace
Click on any workspace card to enter that environment. Your selection will be remembered for future sessions.
Workspace Features
Workspace Information Display
Each workspace card shows:
- Workspace Name: The primary identifier for the workspace
- Description: Brief description of the workspace purpose
- Team Size: Number of active users in the workspace
- Your Role: Your permission level (Admin, Agent, Viewer)
- Last Activity: When you last accessed this workspace
| Role | Permissions | Description |
|---|---|---|
| Admin | Full Access | Can manage users, settings, and all data within the workspace |
| Agent | Standard Access | Can manage contacts, deals, and personal data with limited admin functions |
| Viewer | Read-Only | Can view data but cannot make changes to contacts, deals, or settings |
Switching Between Workspaces
Using the Workspace Switcher
Access Workspace Switcher
Once inside any workspace, look for the workspace switcher in the top navigation bar (usually showing the current workspace name).
Open Workspace Menu
Click on the workspace name or the dropdown arrow to see all available workspaces.
Select Different Workspace
Choose another workspace from the dropdown. The system will switch contexts and load the selected workspace.
Pro Tip
Use the keyboard shortcut Ctrl + Shift + W to quickly open the workspace switcher from anywhere in the application.
Creating a New Workspace
Admin Only Feature
Creating new workspaces requires system administrator privileges. Contact your Agent Teammate CRM administrator if you need a new workspace created.
Workspace Creation Process (For Admins)
Access Admin Panel
Navigate to the system administration area from the main workspace list.
Click "Create Workspace"
Look for the "Create New Workspace" button, typically located in the top-right corner of the workspace list.
Fill Workspace Details
Provide the workspace name, description, and initial configuration settings.
Add Initial Users
Assign initial team members and set their roles within the new workspace.
Configure Settings
Set up workspace-specific settings such as deal stages, contact categories, and business rules.
Best Practices
Workspace Organization
- Purpose-based Naming: Use clear, descriptive names that reflect the workspace purpose (e.g., "Downtown Office", "Luxury Properties Team")
- Team Alignment: Organize workspaces by geographic location, property types, or team structure
- Role Management: Assign appropriate roles based on team members' responsibilities and access needs
- Regular Reviews: Periodically review workspace membership and permissions
Workspace Security
- Ensure team members only have access to workspaces they need
- Regularly audit user permissions and remove inactive users
- Use appropriate role assignments to maintain data security
- Document workspace purposes and access policies
Troubleshooting
Common Issues
Can't See Expected Workspaces
Cause: Your user account may not have been granted access to those workspaces.
Solution: Contact your workspace administrator to request access to additional workspaces.
Workspace Appears Empty
Cause: You may have viewer-only permissions or the workspace is newly created.
Solution: Check your role permissions or contact an administrator if you need elevated access.
Can't Switch Between Workspaces
Cause: Browser cache issues or session timeout.
Solution: Refresh your browser or log out and log back in to reset your session.