Saved browser workspaces help you return to a previously connected PloverCRM workspace without entering its connection details again. Use them when you regularly work with more than one authorized website or workspace.
Before you begin #
- Sign in to the PloverCRM Web Dashboard.
- Have access to the workspace or website you want to save.
- Confirm that you are authorized to use the workspace.
- Use a private device or a trusted browser when saving a workspace.
Save a workspace #
- Open the workspace or website selector in the PloverCRM Web Dashboard.
- Choose the option to add, save, or remember a workspace.
- Select the authorized website or workspace you want to save.
- Enter any non-sensitive label requested by PloverCRM.
- Review the workspace name and website address.
- Choose Save, Add, or the equivalent confirmation button.
- Confirm that the workspace appears in your saved-workspace list.
Do not save a workspace on a shared computer unless your organization allows it. A saved workspace does not give a user permission they do not already have.
Open a saved workspace #
- Open the workspace selector.
- Review the saved workspaces.
- Select the workspace you want to use.
- Wait for PloverCRM to load the workspace.
- Check the workspace name before reviewing or editing leads.
Update or remove a saved workspace #
- Open the saved-workspace list.
- Locate the workspace entry.
- Choose its Edit, Manage, or overflow-menu option.
- Update the label or connection information if needed, or choose Remove.
- Review the confirmation message before saving or removing the entry.
Caution: Removing a saved entry does not necessarily delete the workspace or its leads. It removes the saved browser shortcut. Confirm the wording shown by PloverCRM before completing the action.
Troubleshooting #
- If the workspace is missing, confirm that you are signed in with the correct account.
- If the workspace cannot open, check its connection status and your permissions.
- If several entries look similar, verify the website address before selecting one.
- If you are using a shared device, remove saved entries and sign out when finished.
