Connect Your Workspace (multi-organizer setups)

A workspace is a container holding multiple organizer accounts. It's for organizations running sales across branches or under different names but wanting centralized admin.

Example: A resale chain has three locations: downtown, mall, and suburb. Each location has its own organizer account and listing page. The owner can connect all three to one workspace and manage staff, billing, and reports from a single dashboard.

Another example: An auction house runs both regular auctions (one organizer name) and estate-only auctions (another organizer name). Both accounts live in the same workspace for unified reporting.

Use a workspace if:

• You own or manage multiple organizer accounts under the same company
• You want one unified staff roster across all accounts
• You want one invoice for all accounts instead of separate ones
• You want combined sales reports and analytics
• You need to track which staff member is responsible for which account

Don't use a workspace if:

• You just have one organizer account (you don't need a workspace)
• Each account is completely separate (different companies, different people owning each)
• Each account has its own staff and billing

1. Go to Settings → Workspace.
2. Click "Create workspace."
3. Name it (e.g., "MyChain Sales," "AuctionHouse Operations").
4. Click "Create." You now have a workspace. Your current organizer account is the first member.

You can only add accounts that you own or have Admin access to.

1. Go to Settings → Workspace.
2. Click "Add account to workspace."
3. Choose which organizer account to add (you'll see a dropdown of all accounts you own or manage).
4. Click "Add." That account is now part of your workspace.

Once added, the organizer account keeps its own name, listing page, and sale schedule — nothing changes for shoppers. But you can now manage it from your workspace dashboard.

Once you have multiple accounts in a workspace:

1. Go to Workspace Dashboard (you'll see a new "Workspace" link in navigation).
2. See all organizer accounts in your workspace listed on the left.
3. Click any account to switch to it and manage that account's sales.
4. View combined stats across all accounts: total items posted, total sales revenue, active listings by location.
5. See your unified staff list — each person shows which account(s) they can access.

Staff can be assigned to:

• One specific organizer account (e.g., "Can only manage downtown location")
• Multiple organizer accounts (e.g., "Can manage downtown and mall")
• The entire workspace (e.g., "Can manage any location")

To assign staff to an account:

1. Go to Workspace Dashboard.
2. Click "Staff" in the sidebar.
3. Add a new staff member or edit an existing one.
4. Select which account(s) they can access.
5. Choose their role (Editor, Manager, Admin, or Accountant).

• You get one invoice covering all accounts in the workspace
• Each account bills separately based on its plan (Simple, Pro, Teams)
• You can upgrade individual accounts without affecting others
• If one account uses Pro and another uses Teams, you pay for both

Example: If your workspace has three locations (downtown, mall, suburb) all on Pro, your invoice is 3 × $29 = $87/month.

Name it clearly: Use a name you'll recognize in 3 years. "ChainOps" works. "Temp Group" doesn't.

Organize by location: If you have multiple branches, one account per location makes staff assignment easier.

Assign staff carefully: Don't give everyone access to everything. Assign only what they need to do their job.

Monitor reports: Check your unified dashboard monthly to see which locations are performing best.

Keep one Admin: One person should be the workspace Admin so there's always someone who can manage accounts and staff.