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.

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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.

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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.

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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.

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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.

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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