Click your workspace name at the top of the sidebar to open the workspace menu, then choose the workspace you want. Each one is labeled Sponsor Workspace or Investor Portal.
Create a new workspace
Only workspace owners can create workspaces.
- Open the workspace menu and click Manage Workspaces. You can also go to Settings and choose Workspaces.
- Click Create Workspace.
- Enter a Workspace Name and click Create Workspace.
Each workspace has its own people, deals, files, brand, and access rules. At first, only the person who creates it has access. Existing records and other members are not copied. New workspaces share your subscription’s limits.
The Workspaces page shows how many workspaces your plan allows. Create Workspace is disabled when you reach the limit. Use Manage Your Plan to see options.
Open another workspace from Settings
On the Workspaces page, click Open Workspace next to any workspace you manage.
Syndelo is in preview. eSign and investor payments require live provider setup; a demo or sandbox action does not complete a live transaction. Confirm availability for your workspace before relying on either.
Try It With Sample Data
Sign in to the shared demo workspace as a sponsor or as an investor. No signup, and nothing you do there sends real email or moves money.
Try The Live Demo