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Now you need to add one or more user group so the users that user(s) that is/are a part of the user group will get this the workbench assigned when logging in for the first time. This can be done by adding one or more user groups from the left window below ‘Invited groups like this:and when done click on ‘PUBLISH’
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WARNING: Once a workbench has been published with user groups assigned the user(s) will get the workbench assigned when logging in the first time. If the user(s) has/have been logged in before and therefor already have a preferences file they will need to reset workbench before getting it BUT be aware of all the user(s) selfmade settings/changes will be lost! |
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The user(s) that is part of that user group can now login in and they will have the workbench assigned:
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How to create more/duplicate workbenches
Click To create a new workbench click on the workbench icon and the three dots menu and chose ‘Add new’ - like shown in the previous section: How to create set up a new workbench.
The new created workbench will always be a copy of the one that is active which can be seen by the light blue dot in a circle:
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You can with advantage After giving your new workbench a name and if ready assign user groups already now or if but of course also go back to do that later so the users don’t get confused by getting a workbench assigned before it’s ready.
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It is also possible to just duplicate a workbench but clicking on the three dots to the right of the workbench and chose ‘Duplicate’:
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How to make changes to a already published/assigned workbench
It is possible to make changes to a already
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published/assigned workbench. Changes made to a published workbench is indicated by '*' in front of the workbench name next to the workbench icon to the top left and in the list when there is more than one workbench:
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Also in the ‘Settings’ menu changes will be indicated by a purple stroke around the workbench(es) that changes has been made to and the changes can either be published to all workbenches by clicking ‘Publish’ in the black beam to the right:
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From the three dots menu to the right next to each workbench name changes can be published individually and changes can also be discarded one by one here. For instance if there has been made two changes to the workbench ‘DIGITAL SALESFORCE’ the ‘Discard’ menu needs to be chosen two times also:
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WARNING: If you reset your workbench all of your selfmade settings/changes will be lost! |
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INFO: To delete a workbench you first need to remove all assigned user groups that is attached to it. |
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WARNING: If changes are made to a already saved filter used in different workspaces and/or workbenches it’s VERY IMPORTANT to click on all other workspaces in which change/changes to the filter wasn’t made before publishing all workbenches and ask user to reset their workbench |