Frequently asked questions related to the initial property setup for the Property & Facility App.

1. The wrong tenant is assigned to a suite, how do I change this?

The tenant requires to be moved out of the current suite first (see Moving a Tenant Out of a Space) and then placed into the appropriate suite (see Moving an Existing Tenant Into a Vacant Space).

Note: If your property uses the Asset Management App and has been set up via a sync with your accounting system, it is important that you do not make any changes to tenants, spaces, buildings, or leases within WorkSpace. Any changes should be made within the accounting system only. WorkSpace will automatically update when the information is synced. The sync occurs daily so please allow the appropriate amount of time before the changes are reflected within WorkSpace.

2. I need to add or edit some user account information, how do I do that?

For staff users, click the Add Team Member button or click the name of the existing staff user from the Property Team tab and make any additions/changes within the Update Staff Member window. Please see the Overview: Staff User Administration for the articles that provide the complete instructions.

For tenant users, click the Add User button or click the name of the existing tenant user from the Users tab of the Tenant [Tenant Name] page. Please see the Adding a Tenant User article for complete instructions.

Note: For both staff and tenants, user email addresses are unable to be edited once entered into WorkSpace. If an email address requires editing, please disable and delete the erroneous user account, and then add a new user account with the correct email address. Please see Overview: Staff User Administration and Overview: Tenants for the relevant support articles.

3. The lease expiration date is incorrect on my Stacking Plan, how can I update this?

The lease expiry date can be edited within one field to make things simpler for users:

• From the [Property Name] page, click the Stacking Plan tab and then click the Space that has the incorrect lease expiry date.
• From the Lease: [Lease #] page, navigate to the Lease Information section and locate the End Date field.
• Select or enter (MM/DD/YYYY) the appropriate lease expiry date.
• Click the Savebutton.

Note: If your property uses the Asset Management App and has been set up via a sync with your accounting system, it is important that you do not make any changes to tenants, spaces, buildings, or leases within WorkSpace. Any changes should be made within the accounting system only. WorkSpace will automatically update when the information is synced. The sync occurs daily so please allow the appropriate amount of time before the changes are reflected within WorkSpace.

4. How do I add a suite that is currently missing from my Stacking Plan?

• From the [Property Name] page, click the Spaces tab and then click the Add Space button.
• Once the Add New Space window has opened, complete the form presented.
• See Adding a New Space for detailed instructions.

Note: If your property uses the Asset Management App and has been set up via a sync with your accounting system, it is important that you do not make any changes to tenants, spaces, buildings, or leases within WorkSpace. Any changes should be made within the accounting system only. WorkSpace will automatically update when the information is synced. The sync occurs daily so please allow the appropriate amount of time before the changes are reflected within WorkSpace.

5. Does WorkSpace send my staff and tenants a notice with instructions on logging in and how to use the system?

WorkSpace does send an initial launch welcome email which includes some basic login information, as well as links to training videos and the Customer Support Center, but this is sent only to staff users. WorkSpace does not send an announcement to any tenant users, as our email address may be unfamiliar and marked as spam. We do, however, attach a sample tenant announcement that staff can use to send to tenant users, introducing them to the new system.

6. How do I setup my staff to receive Work Order email notifications?

Generally, WorkSpace will initially setup the Service Request routing for your property based upon each staff member's position. You can click Routing under Service Requests on the Property & Facility Settings page to view and/or edit the routing table. Please see Defining Service Request Routing for more details.