Admin Portal

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

By Krasto and 1 other2 authors53 articles

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] 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 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

[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

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] 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 Members

[Flex] Export OfficeRnD Data From The Operations Module

[Flex] Invoice Export Presets

[Flex] Payment Export Presets

[Flex] Invoice Export Properties