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Admin Portal

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

50 articles

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

Users and Admins

Learn how to manage users and admins in OfficeRnD Flex.

[Flex] Add a New Admin User to Your OfficeRnD Account

[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] How to Reset the Permissions of an Admin User

[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.

Configure the settings of your OfficeRnD Flex.

How to Whitelist a Domain in Outlook

[Flex] Activity Logs, Data Backup, and RecoveryLearn how OfficeRnD Flex tracks user activity, handles data backups, and supports account data recovery and deletion.

Custom From Email

Using Webhooks With OfficeRnD

Recommended Image Ratio and Dimensions

Developer Tools - Applications

Custom Properties In The API

Learn how to customize your templates.

[Flex] How to Add Custom Properties

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

Receipt Template Properties

Email Template Properties

Date Format Template Customization

How to Customize Contract Templates with eSign Signature Properties

Invoice Summary Format - Code snippets and Example code

Learn how to import data to OfficeRnD Flex.

[Flex] Resource Identifiers

[Flex] Import Customers Data

[Flex] Import Companies

[Flex] Import Members

[Flex] Few Examples of Import Members

[Flex] Import Memberships

[Flex] Import Resources

[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 Community Module

[Flex] Invoice Export Presets

[Flex] Payment Export Presets

[Flex] Invoice Export Properties