Setting Up Your Workspace #
Under the Resources module, Workspace provides a centralized area where Company Admins can organize important pages and links for their team.
Workspace content is organized into Categories, Sections, and Links, allowing you to design a resource center that fits your organization.
Add a Category #
Only Company Admins can create and design Workspace categories.
To get started:
- Navigate to Resources → Workspace.
- Click Add a Category in the upper-right corner.
- Enter a title for the category.
- Select the category size: Quarter Page, Half Page, or Full Page.
- Choose an icon and section color.
- Set the appropriate access and editing permissions.
- Save the category.
Set Category Access #
Under General Access, determine who should have access to the category.
You can make the category available to everyone or restrict it to specific departments or individuals.
You can also designate which users can edit the category.
Any links added within the category will be available to the users who have access to that category.
To change access later, select Edit on the category and update the General Access settings.
Reorder Categories #
To change how categories appear on your Workspace, click the three-line reorder icon next to Add a Category.
Drag and drop categories into your preferred order to customize the Workspace layout.
Add Sections #
Each category can contain multiple sections to further organize your resources.
To create a section:
- Open the appropriate category.
- Click Add a Section.
- Enter the section name.
- Keep adding sections as needed.
To rename an existing section, click the three dots to the right of the section name and edit the section.
Add Links #
Within each section, you can add links to the resources your team needs.
Links automatically follow the access permissions established for the category. This means anyone with access to the category also has access to the links organized within it.
By using Categories → Sections → Links, you can build an organized Workspace that gives your team one central place to access important company resources.