Multiple vs Single Workspaces
Last updated
Last updated
To learn more about workspaces, please check out the Key Concepts.
There are two key use cases to consider when to create more than 1 workspace
Multiple Locations Under the Same Brand:
If your business operates multiple rental locations under a single brand and you want to share customer data across all these locations, a single workspace is the ideal choice. This unified workspace simplifies customer management, allowing seamless access to shared information.
Example: Imagine you have five rental locations all operating under the same brand name. Using one workspace ensures that customer data, reservations, and other critical information are easily accessible and consistent across all these locations.
Distinct Brands or Segregation of Data:
On the other hand, if your business manages two or more distinct brands or you need to maintain strict segregation of customer data between different entities, creating separate workspaces is the way to go. This approach ensures that customer information remains isolated, preventing any unintentional data sharing between these distinct brands.
Example: Let's say you run two entirely separate rental businesses with distinct branding, pricing structures, and customer bases. By creating two separate workspaces, you ensure that customer data remains completely independent, safeguarding the unique identity and integrity of each brand.
To switch to a different workspace click on the current workspace name in the menu bar and select your new workspace.
Within Loopit you have the flexibility to create any number of demo workspaces. Demo workspaces allow you to have an isolated playground for testing new packages, settings and workflow configurations without any live payment processing or impact to your live workspace. They are useful when onboarding new members to your team.
No data is shared between demo and live workspaces, they are fully isolated from one another. Any fleet, packages or configuration will need to be manually recreated in your live workspace.
Yes, your Loopit login credentials, whether it's your email or social provider like Google, are shared across multiple workspaces. This shared login authentication allows you to seamlessly navigate between different workspaces to which you have been invited. This saves you from having to remember multiple logins.
While your login information is consistent, the data and permissions within each workspace may vary depending on your role and access level. Always be mindful of your workspace-specific responsibilities and access rights as you navigate between them.