Admin Portal
Manage your Companies, Members, Memberships, Contracts, Fees, Bookings, and any business aspects.
Home Page
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
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] 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
Settings
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 RecoveryLearn how OfficeRnD Flex tracks user activity, handles data backups, and supports account data recovery and deletion.
[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 PropertiesCreate and manage custom fields for members, companies, resources, and more to support your unique workspace data needs.
Property Types
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
Import Data
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
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 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