Creating and Customizing Workspaces

Creating and Customizing Workspaces

Overview

iVendNext Workspaces act as custom hubs for tasks like sales, inventory, or HR. You can organize tools your way to stay efficient. This article shows how to create and customize Workspaces to improve team productivity.



Understanding Workspace Components

Before customization, let's review what makes up a Workspace:


  1. Dashboard Area


  • Displays key metrics and visualizations

  • Configurable with charts, KPIs, and quick stats


  1. Shortcut Section


  • One-click access to frequent tasks

  • Fully customizable based on user roles


  1. Masters Panel


  • Houses all essential documents and reports

  • Can be reorganized by priority



Creating a New Workspace

Follow these steps to build a Workspace from scratch:


Step 1: Access the Workspace Builder

  1. Navigate to the Workspace List

  2. Click New Workspace


Step 2: Configure Basic Settings

  • Name: Choose a clear, descriptive title

  • Module: Select the relevant functional area

  • Visibility: Set as Standard (all users) or Custom (specific users)


Step 3: Build Your Layout

  1. Add a Dashboard:


  • Select from pre-built templates

  • Or create custom visualizations


  1. Configure Shortcuts:


  • Drag-and-drop frequently used functions

  • Organize by priority or workflow sequence


  1. Arrange Masters:


  • Group related documents logically

  • Set default views for each master




Customizing Existing Workspaces

Tailor Standard Workspaces without affecting other users:


  1. Open the Workspace you want to modify

  2. Click Customize (top-right corner)

  3. Make your changes:

    • Rearrange components

    • Add/remove shortcuts

    • Change dashboard widgets

  4. Save as Personal Version



Advanced Customization Options

Take your Workspaces further with these pro features:


Role-Based Workspaces

  • Create different versions for:

    • Managers (with approval shortcuts)

    • Field staff (mobile-optimized views)

    • Accounting (financial reporting focus)


Conditional Display

Set rules to:


  • Show/hide elements based on user permissions

  • Display alerts when specific conditions are met

  • Change layouts depending on device type



Best Practices for Workspace Design

  1. Keep it Simple: Limit to 5-7 key shortcuts

  2. Group Logically: Organize by workflow stages

  3. Test Thoroughly: Validate with end-users

  4. Document Changes: Maintain version notes

  5. Review Quarterly: Update as processes evolve



Troubleshooting Common Issues

Some common workspace issues are highlighted below:


Problem: Changes aren't saving
Solution: Check edit permissions and refresh cache


Problem: Workspace not appearing
Solution: Verify module visibility settings


Problem: Slow loading
Solution: Reduce dashboard widgets or split into multiple Workspaces



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