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Getting Started

Workspace Setup

Your workspace is your private environment in Doughy. Everything — contacts, properties, documents, agent activity — is isolated to your workspace.

Profile

Go to Settings > You & your home to set:

•Display name — what Doughy calls you

The workspace timezone, which keeps scheduling and notifications on local time, is under Settings > Workspace, and an admin sets it.

How your messages go out — the sender's name, address and signature — is under Settings > Sending.

Investing and Renting, Together

Every workspace has both sides from the start: deals, criteria and the lead pipeline for investing, and properties, leases, applications, maintenance and rent for renting. Use whichever you need. To show only one side, pick a Profile Type under Settings > Workspace.

Team Members

Invite others to your workspace:

1.Go to Settings > Team
2.Find Invite a teammate
3.Enter their email address, pick a role — Admin or Standard — and select Send invitation
4.They get an email invitation; they appear in the list once they accept

Roles

•Admin — full access, and the only role that can invite
•Standard — normal access
•Viewer — read-only access is coming soon; it cannot be given to a new teammate yet

Notification Preferences

Choose which notifications reach you, and on which channel, under Settings > Connections & alerts. Digest schedules and quiet hours are coming soon.

Two things matter more than any toggle:

•Approvals hold indefinitely. If you miss an alert, the decision waits for you — a timer never decides in your place.
•Your daily brief is real. The dashboard opens on a summary of what came in, what went out, and what's waiting on you.
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