Workspaces: Difference between revisions
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{{#seo: | {{#seo: | ||
|title = Workspaces in Planfix | |title=Workspaces in Planfix | ||
|titlemode = append | |titlemode=append | ||
|keywords = | |keywords=planfix, workspaces, interface, usability | ||
|description = | |description=With workspaces, you can customize the Planfix interface for a specific user or group and simplify it by showing only the necessary blocks. | ||
}} | }} | ||
With Planfix, you can configure different interfaces for different users. Interfaces configured for a specific user or group of users are called '''Workspaces'''. Workspaces can significantly simplify how Planfix is used since they can be configured to only show users the tools that they need for their work. | |||
Planfix | A Planfix user can have access to several workspaces. [[Switching between workspaces|Switching between these workspaces]] lets users quickly move between different work environments. This is particularly useful for managers and for employees who do work for multiple divisions in a company. | ||
https://pic.planfix.ru/pf/wZ/PFTZW2.png | |||
https://pic.planfix.ru/pf/ | |||
The following can be configured in a workspace: | |||
*The Planfix main menu (adding to the drop-down menu) | |||
*Additional menu items (the "hamburger" icon) | |||
*Creating objects (the plus sign) | |||
*The section a user is taken to when they log in | |||
*The workspace's color scheme | |||
== Working with workspaces == | == Working with workspaces == | ||
*[[Creating a workspace]] | *[[Creating a workspace]] | ||
*[[Access to workspace]] | *[[Access to workspace]] | ||
*[[Switching between workspaces]] | *[[Switching between workspaces]] | ||
*[[Setting up a workspace for external users]] | |||
*[[Workspace access for users with different plans]] | |||
*[[Displaying buttons in workspaces]] | |||
==Training materials== | |||
'''Workspaces''' are covered in the following courses of the '''Planfix Academy''': | |||
*[ | *[https://academy.planfix.com/auth/sign/in Basic Course] | ||
== Go | == Go To== | ||
*[[Account Management]] | *[[Account Management]] | ||
*[[Feature Description]] | *[[Feature Description]] | ||
__FORCETOC__ | |||
Latest revision as of 07:45, 14 November 2024
With Planfix, you can configure different interfaces for different users. Interfaces configured for a specific user or group of users are called Workspaces. Workspaces can significantly simplify how Planfix is used since they can be configured to only show users the tools that they need for their work.
A Planfix user can have access to several workspaces. Switching between these workspaces lets users quickly move between different work environments. This is particularly useful for managers and for employees who do work for multiple divisions in a company.
The following can be configured in a workspace:
- The Planfix main menu (adding to the drop-down menu)
- Additional menu items (the "hamburger" icon)
- Creating objects (the plus sign)
- The section a user is taken to when they log in
- The workspace's color scheme
Working with workspaces
- Creating a workspace
- Access to workspace
- Switching between workspaces
- Setting up a workspace for external users
- Workspace access for users with different plans
- Displaying buttons in workspaces
Training materials
Workspaces are covered in the following courses of the Planfix Academy: