Workspace

Workspace Tab

We have a workspace system created so that you can use different workspace delicately for different work purpose. If you go to the Workspace tab you will see all the workspace available or you created.

Create A Workspace

To create a workspace simply click create >

Then a popup will appear. Simple fill out the input fields and create a workspace. If you are creating workspace for you then simply Choose the Type 'For me'

Please note you can create workspace for you and your clients as well. The difference between workspace for you and for your client is you can assign and admin access to your client.

How To Create A Workspace for your client

Go to workspace tab> click create > Give it a name > choose the workspace type as For Client

How To Add Admin Access to Client For Client Workspace

First go to Workspace tab then > Click 3 dots > Switch To the workspace ( workspace you want to switch to )

After that you can already see from here that you already switched to that workspace

Now Go to the Users Tab and click Create

After clicking create, a popup will appear. Fill out the input fields and make sure to choose the role as 'client' And click create new user. This user will become the admin of this specific workspace and will have full access for this workspace only!

This user can log in using the login credentials you created. For this user to log in, they have to go to https://lancepilot.com/login > click login to staff account

click log in to staff account

fill out the user id and password and click login

Per Workspace how many numbers could be connecte?

You can connect 1 number per workspace