Admin Portal
Manage your Companies, Members, Memberships, Contracts, Fees, Bookings, and any business aspects.
By Krasto and 1 other2 authors54 articles
Home Page
Learn how to customize the home page of the Admin Portal in OfficeRnD Flex.
Admin Users
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] 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
Settings
Configure the settings of your OfficeRnD Flex organization.
- [Flex] Configure the Admin Notification Settings
- [Flex] Set Location-Specific Notification Emails
- [Flex] Verify Your Custom From Email
- How to Whitelist a Domain in Outlook
- [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
Templates
Learn how to customize your templates.
- [Flex] Add and Manage Custom PropertiesTrack the data your space actually needs, beyond what OfficeRnD includes by default.
- Property Types
- How to Edit Templates - Contracts, Invoice Documents and Emails
- [Flex] Document and Template CustomizationThis article explains what a template customization request is and how to submit one.
- Contract Template Properties
- [Flex] 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.
- [Flex] Guidelines for Editing Templates
- Customize the Statement document templateReference every data property available when you edit your organization's Statement template.
Import Data
Learn how to import data to OfficeRnD Flex.
- [Flex] Resource Identifiers
- [Flex] Import CompaniesAdd or update large volumes of company records to set up your workspace and billing records quickly.
- [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] Submit Bookings for Import
- [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
Export Data
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 Payment Data
- [Flex] Customize the Statement's Export Template
- [Flex] Export Members
- [Flex] Export OfficeRnD Data From The Operations Module
- [Flex] Invoice Export Presets
- [Flex] Payment Export Presets
- [Flex] Invoice Export Properties