In ClientPoint, Workspace Advanced Settings allow you to configure key locale settings for each workspace, ensuring that each workspace can operate independently according to specific time zones, currencies, and other region-specific settings. This is particularly useful for organizations that manage multiple workspaces across different geographical locations. You can also customize workspace settings to include training material links for your team, making it easier for employees to access helpful resources directly from their workspace environment.
This flexibility empowers workspace administrators to tailor each workspace according to the specific needs of their team and location, improving workflow and consistency in handling proposals, documents, and client interactions.
How to Set Up Workspace Advanced Settings:
To set up Workspace Advanced Settings, follow these steps:
-
-
Go to Settings:
Start by navigating to the Settings section in your ClientPoint account. -
Click on Advanced Settings:
In the settings menu, select Advanced Settings to open the configuration options for your workspaces.
-
-
-
Select the Workspace:
Under the Locale section, you’ll need to choose which workspace you want to set up.
-
-
-
Make Your Changes:
You can then make adjustments such as:- Currency: Choose the default currency for the workspace.
- Date Format: Select the format in which dates will appear.
-
Add Training Material:
In the open field, you can provide a link to training material or resources for employees working within that workspace. -
Save Your Changes:
After making the necessary changes, click Update to save the settings for that workspace.
-
Conclusion:
The Workspace Advanced Settings feature in ClientPoint offers significant customization options, making it easier to adapt your workspace configurations to suit different locations, teams, or business requirements. By allowing you to set different currencies, time zones, and add training material, this feature streamlines your workspace management and enhances your team's experience. Customizing each workspace to its specific needs can lead to improved productivity and consistency across the organization.
For further assistance with configuring these settings, you can contact support@clientpoint.net.