Admin Portal
Manage your Companies, Members, Memberships, Contracts, Fees, Bookings, and any business aspects.
49 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
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.
Templates
Learn how to customize your templates.
[Flex] How to Add Custom Properties
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
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
Import Data
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
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 Community Module
[Flex] Invoice Export Presets
[Flex] Payment Export Presets
[Flex] Invoice Export Properties