Help Center

Admin Portal

Manage your Companies, Members, Memberships, Contracts, Fees, Bookings, and any business aspects.

Learn how to customize the home page of the Admin Portal in OfficeRnD Flex.

[Flex] Customize the Admin Portal Homepage

[Flex] Homepage Widgets

[Flex] Homepage Widget Functionalities

Learn how to manage admin users on the OfficeRnD Flex Admin Portal.

[Flex] Emails and Notifications Sent to AdminsLearn which automated emails OfficeRnD Flex sends to admin users and what each notification means for managing your space and members.

[Flex] Admin Notification SettingsLearn how to configure admin notifications in OfficeRnD to ensure system notifications reach the appropriate team members.

[Flex] Admin Portal User PermissionsUnderstand the different admin user roles in OfficeRnD and how each permission level controls access to workspace management features.

[Flex] Reset an Admin User's Permissions and Login EmailUpdate an admin's role, password, or email access by re-inviting them to the Admin Portal.

[Flex] Contact Person and Billing Person PermissionsLearn about the roles of contact persons and billing persons in a company, their permissions, and how to manage these roles in OfficeRnD.

[Flex] Custom Admin Roles and PermissionsLearn how to configure and manage custom admin roles and permissions in OfficeRnD Flex to control admin access across modules and entities.

[Flex] Add New Admin Users to Access the Admin PortalLearn how to add, invite, and manage admin users in OfficeRnD Flex and set roles, permissions, and access to locations.

[Flex] Secondary Permission Role

Configure the settings of your OfficeRnD Flex organization.

[Flex] Update Your Organization's Account Information

[Flex] Configure the Admin Notification Settings

[Flex] Set Location-Specific Notification Emails

[Flex] Custom From Email

[Flex] Update Your Account's Billing Details

How to Whitelist a Domain in Outlook

[Flex] Activity Logs, Data Backup, and RecoveryTrack platform changes, secure your data with encrypted backups, and manage recovery or deletion in OfficeRnD Flex.

[Flex] Use Webhooks to Get Real-Time Data From OfficeRnDConnect OfficeRnD to external systems by sending real-time updates when specific events happen in your workspace.

Recommended Image Ratio and Dimensions

Developer Tools - Applications

Custom Properties In The API

Learn how to customize your templates.

[Flex] Add and Manage Custom PropertiesCreate and manage custom fields for members, companies, resources, and more to support your unique workspace data needs.

How to Edit Templates - Contracts, Invoice Documents and Emails

Document and Template CustomizationThis article explains what a template customization request is and how to submit one.

Contract Template Properties

Invoice Template Properties

[Flex] Receipt Template Properties

[Flex] Email Template Properties

Date Format Template Customization

How to Customize Contract Templates with eSign Signature Properties

Invoice Summary Format - Code snippets and Example code

Member Email Templates

Using Template Tokens and FiltersLearn how to customize templates using tokens, logic tags, and filters.

Learn how to import data to OfficeRnD Flex.

[Flex] Resource Identifiers

[Flex] Import Companies

[Flex] Import Members

[Flex] Few Examples of Import Members

[Flex] Import Memberships

[Flex] Import ResourcesLearn how to import resources in OfficeRnD Flex with properties such as location, type, target plan, price, and availability dates.

[Flex] Import Bookings

[Flex] Import One-off Fees

[Flex] Import Credits

[Flex] Import Payment Details

[Flex] Import New Resources With Repeating Names

[Flex] Validation Errors When Importing Resources

Learn how to export data from OfficeRnD Flex.

[Flex] How to Export Resources

How to open OfficeRnD exported files in Microsoft Excel

[Flex] Export Invoices and Payments Data

[Flex] Customize the Statement's Export Template

[Flex] Export Contacts

[Flex] Export OfficeRnD Data From The Operations Module

[Flex] Invoice Export Presets

[Flex] Payment Export Presets

[Flex] Invoice Export Properties