Workspaces

Overview #

Workspaces let you connect multiple WordPress sites to the PloverCRM mobile app. Each workspace has its own contacts, stages, lists, tags, and settings. You can switch between them instantly.

Adding a Workspace #

From the Header #

1. Tap the workspace name in the top-right header
2. Tap Add New Workspace
3. Enter the site URL, username, and API password
4. Tap Login

From Settings #

1. Go to Settings → Workspace
2. Scroll to Add New Workspace
3. Enter credentials and tap Login

Each workspace is independent — different sites, different credentials, different data.

Switching Workspaces #

Quick Switch (Header) #

1. Tap the workspace name in the header bar
2. A modal shows all connected workspaces
3. Tap the workspace you want to switch to
4. The modal closes and the app loads the new workspace’s data

From Settings #

1. Go to Settings → Workspace
2. Under Switch Workspace, tap any workspace that isn’t the current one
3. A success toast confirms the switch

When switching, the dashboard and leads screens clear stale data and reload fresh data from the new workspace.

Workspace Information #

Go to Settings → Workspace to see:

• Workspace Name — the site domain
• Business Information — business name, email, and last updated date (if configured)

Editing Credentials #

If your API password changes or you need to update the site URL:

1. Settings → Workspace → Edit Credentials
2. Update the fields
3. Save

Business Information #

Configure your business details for the workspace:

1. Settings → Workspace → Edit Business Info (or Add Business Info)
2. Enter business name, email, and other details
3. Save

Business information is stored per-workspace and can be used in message templates.

Deleting a Workspace #

1. Settings → Workspace → scroll to Danger Zone
2. Tap Remove Workspace
3. Confirm in the alert dialog

What’s deleted:

• Local workspace data and cached contacts
• Stored credentials
• Push notification registration for this workspace

What’s NOT affected:

• Your WordPress account and server data
• Other connected workspaces
• The API password (still valid until admin revokes it)

If you delete the last workspace, the app redirects to the login screen.

Tips #

• You can use the same WordPress username across different sites — each workspace is identified by its URL + credentials combination
• After switching workspaces, the dashboard refreshes automatically
• Push notifications are workspace-aware — tapping a notification switches to the correct workspace before opening the contact