Frequently asked questions
Short answers to the most common questions new workspaces have about Real Estate Suite — access, pricing visibility, imports, mobile and support.
How do I find my workspace URL?
Each firm gets a unique subdomain of the form yourcompany.kendraone.com. Your Admin received the URL at the end of the onboarding call. If you cannot find it, contact support with your company name and we will look it up.
Can I use Real Estate Suite without an internet connection?
No. The platform is a hosted web application and needs a working internet connection on every device. The mobile app caches a limited amount of data for offline reading, but writes still need connectivity.
Can we self-host the platform?
Real Estate Suite is a managed SaaS. Self-hosting is not offered. Each workspace runs on dedicated resources with daily backups on our end.
Is my data isolated from other customers?
Yes. Every workspace runs under its own scope — data, uploaded files, generated documents and audit log are all partitioned per workspace. No sharing happens unless you explicitly export something.
Who can see sensitive customer PII (PAN, Aadhaar, phone)?
Only roles granted the pii.read permission — Accounts Team, Super Admin and Admin by default. Everyone else sees masked values. Reveals are logged in the audit trail.
Can we customise the roles?
Yes. Admins can clone any pre-seeded role and tweak the permission list under Admin → Roles. Only Super Admins can grant the Super Admin role.
How many users can we add?
User limits depend on your subscription plan. Most plans scale with team size; contact support if you expect to add more users than your current plan allows.
Can two people share the same login?
No. Every user should have their own login so audit trails, approvals and attribution stay accurate. Shared logins also break two-factor authentication.
How do I bulk-import historic data?
Admins can import via CSV under Admin → Data import. Download the sample CSV for each entity type, fill in your data, and upload. See the Data import guide.
Can we export everything?
Yes. Every list page exposes a CSV export and most pages also expose a PDF export. Analytics and reports export both. For a full workspace export, contact support.
Is there a mobile app?
Yes. The companion mobile app is available for Sales, Operations, Accounts and HR audiences and signs in with the same workspace URL and credentials. Download links are on the sign-in page.
Why do customers not receive WhatsApp notifications?
Three common reasons: WhatsApp integration is not configured (see WhatsApp notifications), the recipient's phone is not stored in E.164 format, or the Meta template is in PENDING_APPROVAL state rather than APPROVED.
Do we need a payment gateway?
No. You can record payments received manually under CRM → Payments received. Connect a gateway only if you want self-service collection (customers paying from a link in their email).
Can we change our workspace URL?
Yes but with notice — URL changes break any bookmarked links your team uses. Contact support to coordinate the switch.
How do backups and recovery work?
The platform runs daily backups retained for 30 days. Contact support for a point-in-time restore request. Backups do not include files uploaded outside the system.
How do we contact support?
Email support@kendraone.com with your workspace URL, the user affected and a short description of the issue (plus a screenshot if visual). Priority response is included in business-hours support.