Set up workplaces

Level: beginner

The sets of sections displayed on the Creatio navigation 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 Creatio menu.

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

Access to the workplaces does not affect the access to Creatio objects.

The full set of Creatio sections the user can access in every workplace is aggregated in the All apps workplace. Manage permissions to view this workplace in the “Can view all apps workplace” (“CanViewAllAppsWorkplace” code) system operation. Creatio does not display the All apps workplace if the user has access to only a single workplace, for example, if they have Limited internal license.

To access the workplace setup:

1. Open the System Designer, e.g., by clicking .
2. Go to Set up view → Workplace setup This opens a page.

Fig. 1 Workplace list

You can take the following steps on the page that opens:

• Set up the list of available workplaces Read more >>>.
• Add workplaces. Read more >>>.
• Edit existing workplaces. Read more >>>.
• Set up sections in the workplace. Read more >>>.
• Provide access permissions to the workplace for different functional and organizational user roles. Read more >>>.

Set up the list of available workplaces

To set up a sequence of workplaces:

1. Select the required record.
2. Click or to move the record up or down (Fig. 2).

Fig. 2 Change the workplace position in the list

As a result, Creatio will apply the new workplace order for the workplace menu in the navigation panel. All apps workplace will always be displayed first.

Add a workplace

To add a new workplace:

1. Click New user workplace and select the workplace type (Fig. 3):

   • General if you want to set up the list of sections for general internal users.
   • Portal if you want to set up the list of sections for external users.
   • Self-service if you want to set up the list of sections for users that have Self-service license. Learn more: Creatio licenses overview. If you add multiple sections of this type, users that have the corresponding license will only see the first workplace as per the sorting order.
   • Limited internal if you want to set up the list of sections for internal users that have Limited internal license. Learn more: Creatio licenses overview. If you add multiple sections of this type, users that have the corresponding license will only see the first workplace as per the sorting order.

   Fig. 3 Add a workplace

   

2. Specify the workplace name in the Name field.

3. Select a Freedom UI page to serve as the workplace homepage or click to create a homepage from scratch in the Home page field. Available only for workplaces of the General type. Learn more: Set up a homepage.

4. Select the Use only in shell checkbox to display the workplace in Freedom UI. If the checkbox is cleared, Creatio displays the workplace both in Freedom UI and Classic UI.

5. Save the changes.

Edit a workplace

To edit an existing workplace, select a workplace in the workplace list → Open (Fig. 4).

Fig. 4 Edit a workplace

This opens the workplace setup page (Fig. 5).

Fig. 5 Workplace setup page

You can edit the workplace parameters by following steps 2-4 in the previous section.

Set up sections in the workplace

You can set up a list of sections for the workplace using the toolbar on the Sections detail. To do that:

1. Click the button on the detail toolbar. This opens a window (Fig. 6).

Fig. 6 Adding sections to a workplace

2. Select the required sections → Select.

3. Save the changes.

note

If you have a Freedom UI and Classic UI section of the same name, Creatio displays both of them in the selection window.

You can select from any section in the Self-service and Limited internal workplace types, but users that have the corresponding license type will only be able to see the sections permitted by their license. For example, if you add Cases, Knowledge base, and Accounts sections to a workplace of Self-service type, users that have the corresponding license will be able to view only Cases and Knowledge base sections. Learn more: Creatio licenses overview.

You can only select from sections available for external users in the Portal workplace type.

To remove a section from a workplace:

1. Select the required record in the block.

2. Click → Delete.

3. Save the changes.

The sequence of the records in the Sections detail is the sequence in which the sections will be displayed in the Creatio navigation panel. To move the required detail record up or down:

1. Select the record.

2. Click the or buttons.

3. Save the changes.

note

Configure sections in the No-Code Designer. Learn more: Manage app elements in the No-Code Designer.

Creatio always displays sections in the All apps workplace in alphabetical order.

Set up user roles that need to access the workplace

View organizational and functional user roles that can access the workplace on the User groups detail. The roles you can add can differ based on the workplace type. For example, you can only add internal users to Limited internal workplace.

To set up access to the workplace:

1. Go to the User groups detail toolbar and click the button. This opens a window (Fig. 7).

   Fig. 7 Set up access to the workplace for user groups

   

   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 → Select button. Selected roles will be added to the User groups detail of the workplace.

3. Save the changes.

   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.

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See also

Add corporate logo

Customize colors