Understanding Workspaces

Understanding Workspaces

Overview

Workspaces in iVendNext provide a structured and efficient way to organize your daily tasks, tools, and reports. When you log in, you're greeted with the Desk—a central hub featuring a persistent sidebar that categorizes and links to various Workspaces. Each Workspace represents a module (e.g., CRM, Accounting) and is designed to streamline workflows by grouping relevant features in one place.



This guide will help you understand:
✔ What Workspaces are and their key components
✔ The difference between Standard and Custom Workspaces
✔ How to navigate and personalize Workspaces for your needs



What Is a Workspace?

A Workspace is a dedicated page for a specific module in iVendNext. It includes:


1. Dashboard Section

  • Displays key metrics, charts, and quick insights relevant to the module.

  • Example: The CRM Workspace might show lead conversion rates or pending customer follow-ups.


2. Shortcut Section

  • Provides quick access to frequently used documents, transactions, or reports.

  • Example: Shortcuts to "New Sales Order" or "Customer List" in the Sales Workspace.


3. Masters Section

  • Groups all related master documents, reports, and lists for easy navigation.

  • Example: The HR Workspace may list employee records, attendance sheets, and payroll reports.



Standard vs. Custom Workspaces

Standard Workspace

  • Pre-configured by iVendNext for each module (e.g., CRM, Accounting).

  • Includes default dashboards, shortcuts, and masters.

  • Can be customized per user without affecting others.


Custom Workspace

  • Created manually to tailor the layout for specific roles or tasks.

  • Ideal for businesses with unique workflows.

  • Can extend or replace a Standard Workspace.



How to Customize a Workspace

1. Modify an Existing Workspace

  1. Open the desired Workspace (e.g., CRM).

  2. Click Customize Workspace (top-right corner).

  3. Adjust shortcuts, dashboards, or link cards as needed.

  4. Save changes—these apply only to your view.


2. Create a New Custom Workspace

  1. Go to Workspace List > Click New.

  2. Fill in details:

    • Name: Title displayed in the sidebar.

    • Module: Select the associated module.

    • Is Standard: Uncheck to make it a Custom Workspace.

    • Dashboard/Shortcuts: Add relevant items.

  3. Save to activate.



Best Practices

  1. Role-Based Workspaces: Create Custom Workspaces for teams (e.g., "Sales Team Dashboard").

  2. Prioritize Shortcuts: Place high-use items (e.g., "New Invoice") at the top.

  3. Test Defaults: Set a Workspace as Default for all users if it suits most needs.



Conclusion

Workspaces are the backbone of efficient navigation in iVendNext. Whether you use Standard Workspaces or build custom ones, they help reduce clutter and focus on what matters most for your role.



Key Takeaways


  • Workspaces combine dashboards, shortcuts, and masters for a module.

  • Customize Workspaces per user or create shared ones for teams.

  • Use Custom Workspaces to adapt iVendNext to unique workflows.



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