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The purpose for a workbench is to create a set of predefined workspaces, filters, views, search parameters and column sorting and then assigning them to different user groups with a logical name for the user to understand it’s purposemeaning. For instance ‘Digital Salesforce’, ‘Digital Production’ etc.
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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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INFO: You can decide which workspace the user will have active when they log in by clicking on that specific workspace before saving it |
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WARNING: If changes are made to a already saved filter (blue chips) 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 |
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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Now you need to add one or more user group so the user(s) that is/are a part of the user group will get 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 and when done click on ‘PUBLISH’
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INFO: You can decide which workspace the user will have active when they log in by clicking on that workspace before you save i |
The user(s) that is/are a part of the added user group can now login in and they will have the workbench assigned:
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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 user preferences file they will need to reset workbench before getting it assigned BUT be aware of that all the selfmade settings/changes made the by the user will be lost! Therefore it can be a good idea to wait to assign a workbench to a user group until it is completely done and ready for the user. |
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How to create more/duplicate workbenches
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The name can also be changed by double clicking it and then typing the new name followed by
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From the three dots menu to the right of each workbench name you can click and choose ‘Delete’ from the menu but first you need to remove all assigned user groups that is attached to it.
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WARNINGINFO: 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 workbencha workbench is deleted the user will still have it assigned but the name will no longer appear next to the workbench icon. If the user should have another workbench assigned they will need to reset workbench and again be aware of that all selfmade settings/changes then will be lost. |