Set up workplaces

All Creatio products

The sets of sections displayed on the Creatio side panel for different user groups (roles) are called workplaces. You can set up any workplace by creating a list of sections that are necessary for the users in their everyday work. The sections that are not included in it will be hidden from the main application menu.

The list of available workplaces may vary depending on the user group. For example, a Communications workplace may include Activities, Calls and Feed sections to be available for all system users, and a Supervisor workplace may include administration sections for users and roles that should be available for the system administrators group only.

Access to the workplaces does not affect the access to the system. The full set of Creatio sections, including the sections not included in any workplace, will still be available on the application home page.

To access the workplaces setup

  1. Open the System Designer, e.g., by clicking btn_system_designer.png.

  2. Click the Workplace setup link in the Set up view navigation block.

On the opened page (Fig. 1):

  • view the list of available workplaces

  • add or modify workplaces

  • configure workplace settings

  • Provide access permissions to the workplace for different functional and organizational user rioles.

Fig. 1 The workplace list

Set up the workplace list 

To set up a sequence of workplaces, select the required record and move it up or down by clicking the btn_move_up.png or btn_move_down.png buttons (Fig. 2).

Fig. 2 Changing the workplace position in the list

Set up workplace 

Workplace setup page is used to add a new workplace or edit an existing one.

To add a new workplace, use the New user workplace button and select the workplace type (Fig. 3):

  • General, if you want to set up the list of sections for the main application;

  • Portal, if you want to set up the list of sections for the portal users.

Fig. 3 Adding a new workplace

To edit an existing workplace, select it in the workplace list and click Open (Fig. 4).

Fig. 4 Editing a workplace

The workplace setup page (Fig. 5) will open.

Fig. 5 The workplace setup page

The Name field contains the name of the workplace, for example, “General”.

Set up sections in the workplace 

You can set up a list of sections for the workplace using the toolbar on the Sections detail. Click the btn_com_add_tab.png button on the detail toolbar to open the window (Fig. 6) that is used to add sections to workplace.

Fig. 6 Adding sections to a workplace

You can only select from sections that belong to a specific workplace type.

Note. The list of sections displayed on the portal is configured in the Portal workplace in the main Creatio application. Learn more about adding custom sections on the portal in the Set up portal sections article.

Select the sections you need and click Select.

To remove a section from a workplace, select the required record in the block and click Delete in the btn_marketing_plans_detail_menu.png button menu.

The sequence of the records in the Sections detail is the sequence in which the sections will be displayed in the side panel of the application. To move the required detail record up or down, select it and click the btn_move_up00001.png or btn_move_down00002.png buttons.

Note. Sections configuration is preformed in the section wizard.

Set up user roles that need to access the workplace 

Organizational and functional user roles that need to access the workplace are displayed on the User groups detail.

To set up access to the workplace:

  1. Go to the User groups detail toolbar and click the btn_com_add_tab00003.png button. A window with functional and organizational user roles will be opened (Fig. 7).

    Fig. 7 To set up access for user groups to the workplace:

    Note. You can configure a list of functional and organizational roles, as well as a list of users, in the “Users and administration” block of the System Designer. Learn more: Users and permissions.

  2. Select the roles you need and click the Select button. Selected roles will be added to the User groups] detail of the workplace.

    As a result. All users of the selected roles will have access to the workplace.

    Note. The changes will be applied after the user logs in the next time.