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Agent Workspace

How to Enable Agent Workspace

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  1. In WordPress admin, go to the Havenlytics Properties menu and open Settings.
  2. Open the Agent Workspace tab.
  3. On the General sub-tab, find the Workspace Shell card.
  4. Turn on Enable Workspace.
  5. Save your settings.

The Agent Workspace is off by default. When you enable it, Havenlytics automatically creates the Agent Dashboard page (slug agent-dashboard) with the [hvnly_agent_dashboard] shortcode. The shortcode takes no attributes.

The General sub-tab also contains:

SettingWhat it does
Enable WorkspaceThe global feature flag. Turns the workspace on or off for every /agent-dashboard/* route.
Allow Guest LoginAdds a “Continue as guest” option to the login screen for a temporary read-only preview. Off by default.
Workspace PageThe slug of the workspace page. Default: agent-dashboard.
Login RedirectWhere users land after signing in. Leave blank for the Workspace dashboard.
Logout RedirectWhere users land after signing out. Leave blank for the Workspace login screen.

The Agent Workspace tab has five sub-tabs: GeneralRegistrationPermissionsEmails, and Advanced.

Emergency kill switch: adding define( 'HVNLY_WORKSPACE_ENABLED', false ); to wp-config.php forces the workspace off regardless of the settings toggle. Setting the constant to true does not override the toggle.

Registration settings

On the Registration sub-tab, the Workspace Registration card controls how agents sign up. Workspace registration is independent of the WordPress “Anyone can register” setting.

SettingOptions
Registration ModeDisabled — no self-registration. Open Registration (default) — new accounts are activated and signed in immediately. Admin Approval — new accounts wait in a Pending state until an administrator approves them.
Default RoleThe WordPress role assigned to new accounts. Agent (hvnly_agent).

When Admin Approval is on, the new agent sees “Account created and awaiting administrator approval,” receives a “We received your registration” email, and the site administrator receives a “New agent awaiting approval” email. Approve or reject accounts from the Agents admin screen (see Administrator Workspace below).

Workspace Overview

The workspace navigation is split into two groups:

Workspace

  • Dashboard
  • Properties
  • Saved Properties
  • Inquiries
  • Profile
  • Analytics

Account

  • Notifications
  • Settings

The workspace also provides its own frontend authentication screens: loginregisterforgot password, and reset password (for example /agent-dashboard/login). Password resets use standard WordPress reset keys; the plugin only brands the emails and hosts the reset form. Reset links are single-use and expire after 24 hours.

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