5.1Workspace & team
Many workspaces. One account.
Manage separate workspaces from one account. Keep each office’s records, settings and bank connections separate.
See how it worksSet up the office behind the work.
Your identity & team
Your office details
A recognisable identity
Set the office name, logo and tagline used in your branded communications.
Your identity, with separate controls.
Set the office details, payment instructions and announcement signature used in everyday communication. Preview printed documents and emails with their own branding settings.
Resident-portal branding has its own preview and publish step: welcome text, logos, colours and public contact details. A verified portal domain is separate from the domain used to send email.
The product principle
The team works in one place. The office speaks with one identity.
Choose the updates you need.
Choose personal updates for payments, refunds and imported ΔΕΗ bills. Your preferences stay separate from the rest of the team’s.
A style for print. A style for email.
Choose Classic, Editorial or Structured Form for print, and Minimal, Editorial or Structured Form for email. Preview each independently before saving; the default print style remains Classic.
Preview together. Edit with permission.
Team members can preview branded emails and printed documents. Only the workspace subscriber can save branding changes.
Keep pending invitations under control.
Owners and administrators can revoke an invitation before it is accepted. The recipient can no longer use that invitation to join.
One account. The right workspace.
Create workspaces as an owner and switch between your memberships. Buildings, people, vendors, categories, settings and bank connections stay in their workspace context.
Create and manage your workspaces, then invite colleagues as administrators or members with Nestio Pro. Review the active workspace before changing settings.
Manage team invitations with Nestio Pro. Workspace roles govern team access; saving the office branding remains with the subscriber.
See your current workspace and your role. If you belong to another office, switch to it without signing into a different account.