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WARNING: If you reset your workbench all of your selfmade settings/changes will be lost! |
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Workbench for admins
A workbench This is primary a tool for admins/IT operators but more user soles can be giving acces by a permission to create and see all created workbenches in the system.
The purpose is to create a set of predefined workspaces, filters, views, search parameters and column sorting and then assigning them to different user groups as a workbench with a logic name for the user to understand it’s purpose. For instance ‘Digital Salesforce’ or ‘Digital Production’.
How to set up a workbench
First you need to set up the workspaces incl. all settings like filters, views, search parameters and column sorting and when done you click on the workbench icon in the top left corner and click on ‘Settings'
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A drawer will open and now you can add a new workbench from the three dots menu and ‘Add new’ menu:
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HINT: You can adjust the height of the drawer by holding down on the mouse down and drag it up and down to the wished size |
Give the workbench a meaninful name for the user group and then click on the arrow to the right to confirm:
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Now you need to add at least one user group so the users that is part of that group will get this workbench assigned when logging in. This can be done in two ways. First one is to doubble click right below the ‘Group’ field next to the workbench name
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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 |