---
title: Troubleshoot Workspace Connections in the Mobile App
description: "Use this guide when a saved PloverCRM workspace shows a connection warning, cannot switch, or needs updated credentials. ## Check the connection status 1. Open PloverCRM. 2. Tap **Settings**. 3. Tap **Workspace** or **Workspace Settings**. 4. Review the saved workspace…"
url: "https://plovercrm.com/docs/troubleshoot-workspace-connection-mobile/"
updated: "2026-11-03"
category: "Mobile App / Updates & Troubleshooting"
tags:
  - Mobile
  - Troubleshooting
  - Workspace Connection
  - Workspace Sync
---

# Troubleshoot Workspace Connections in the Mobile App

Use this guide when a saved PloverCRM workspace shows a connection warning, cannot switch, or needs updated credentials.

## Check the connection status

1. Open PloverCRM.
2. Tap **Settings**.
3. Tap **Workspace** or **Workspace Settings**.
4. Review the saved workspace list.

A workspace that needs attention can show **Reconnect required**.

## Update saved credentials

1. Open **Workspace Settings**.
2. Select the affected workspace.
3. Tap **Edit Credentials**.
4. Check the **Site URL**, **Username**, and **Password**.
5. Tap **Test Connection**.
6. Tap **Save Changes** after the test succeeds.

PloverCRM can show **Connection successful!** after a successful test and **Credentials updated successfully!** after saving.

## Common connection messages

### Invalid username or password

PloverCRM shows **Invalid username or password. Please try again.** Check the username and password for the selected workspace. If you recently reset the password, enter the new password.

### Site not found

PloverCRM shows **Site not found. Please check the URL.** Confirm the Site URL with your site administrator and correct it before testing again.

### Could not connect to the server

PloverCRM can show **Could not connect to the server. Please check the URL and your internet connection.** Confirm the website address and try again later. Ask your site administrator to confirm that the website is available.

### CRM service temporarily unavailable

PloverCRM can show **CRM service is temporarily unavailable. Please try again later.** Wait and test the connection again instead of repeatedly changing valid credentials.

## Switch to another workspace

If the current workspace cannot reconnect:

1. Open **Workspace Settings**.
2. Find another saved workspace.
3. Tap the workspace you want to use.
4. Wait for PloverCRM to switch.

If no other workspace is saved, PloverCRM can show **No other workspaces available**. Add another workspace or update the current credentials.

## Review setup requirements

If connection succeeds but setup is incomplete, PloverCRM can direct you to complete the required setup in the hosted WordPress app. Follow the setup message and contact your site administrator if you do not have permission to complete it.

## Troubleshooting

### Switching fails

PloverCRM can show **Failed to switch workspace. Please try again.** Try again, then update the selected workspace credentials if the warning continues.

### The workspace name or URL is wrong

Open the workspace settings and compare the saved Site URL with the address provided by your site administrator. Do not edit the URL unless you are sure the replacement is correct.

### Data from another workspace is displayed

Confirm the workspace marked **(Current)**. Switch to the intended workspace, then refresh workspace data.