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Configuring Workspaces
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Configuring Workspaces

To create a new workspace, click on the gear icon located at the top right-hand of the page and select Configure New:

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Launching the ability to create a new Workspace

This will allow the user to set a Workspace Configuration based on the following parameters:

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Configuration Options for Workspaces

Items noted with a red asterisk (*) are required.

  1. Name. Users can title a Workspace anything they choose to help them recall its primary purpose.
  2. Make Default. If a user configures more than one Workspace, they can choose which one the portal will open to by default.
  3. Make Shared. Users within a team can create Shared Workspaces that others can import (see above). Note that this is a great option for supervisors who can create one or more Shared Workspaces and ask that their team import them. This does not limit them to only that single Workspace but can greatly aid in uniformity and training among the team.
  4. Auto Fit to View. If checked, the widgets will resize to fit the monitor window size. If not checked, widgets remain at a constant width and may cause some contents not to be visible.
  5. View Mode. This selection will set how the chosen widgets will show in the Workspace
    1. Carousel. This mode creates pages of widgets that users scroll across, much like apps on a Smartphone. This is the recommended mode
      2. A
      A Carousel Configuration
    2. Scroll. Using this option creates a vertically stacked layout that will continue downward allowing the user to scroll down to see all options, which is mobile browser friendly.
      3. A
      A Scroll Configuration (Use the scroll bar to access all widgets
  6. Number of Sections. Users can define how many pages are available in the Carousel mode; or blocks in the case of Scroll mode.
  7. Layout. Users can select a layout based on the view they selected:
    1. Carousel. This allows the user to set the columns per section and the lines per column (up to two).
    2. Scroll. If in Scroll mode, this allows the user to select the number of columns in each section, up to four.
      3. ❗
      NOTE:

      For the most mobile browser friendly configuration, set the Workspace for Scroll and limit the layout to one column wide. See also: 🌐Supported Browsers

  8. Select a Widget. The widgets differ by the Workspace area, and may differ by user role; however, we will detail the standard options below in each specific Workspace area.
  9. Save. To complete the configuration, click Save.

See also:

🗂️Using Workspaces

💼My Workspace

📦How to Import a Workspace