Workspace Settings

Home Page Configuration

When opening a workspace, a dashboard opens depending on its type:

  • default workspace - user-dashboard;

  • personal workspace - personal-ws-dashboard-default;

  • non-personal workspace - ws-dashboard-default.

To configure a workspace dashboard, select a workspace: personal or one where you are a manager. Go to settings and select “Configure Page”:

../../_images/09_edit_dashboard.png

The home page settings page will open, where you can change the layout scheme and the set of displayed widgets.

In the “Columns” block, you can select the number and arrangement of columns on the home page. To choose, click on the desired layout.

In the “Widgets” block, you can drag the necessary widgets into the home page columns.

To save changes, click “Apply” at the bottom of the page.

../../_images/10_user-dashboard.png

Menu Configuration

../../_images/09_edit_menu.png

Both adding a section (1) and adding elements to a section (2) are available:

../../_images/11_ws-menu.png

See details about each addable element.

For example, let’s add the “Contracts” journal to the menu:

../../_images/11_ws-menu_01.png

The updated menu will become available to all users of the workspace.

../../_images/11_ws-menu_02.png