Upon logging in, you’re greeted with the Desk, which showcases a sidebar organized into distinct categories. Each sidebar entry directs you to a page known as Workspace.

A Workspace corresponds to a module (e.g., CRM in BizCentric) and comprises the following elements:

1. A dashboard segment dedicated to that specific module.
2. A shortcut area for easy access to frequently used masters, transactions, or pages.
3. A masters section where all reports and masters are categorized and displayed.

Standard Workspace

Each module in BizCentric is equipped with its own Standard Workspace, complete with suitable shortcuts and links.

Any modifications to the Standard Workspace can be accomplished using the “Customize Workspace” option located in the top right corner of the Workspace.

Note: These customizations will be user-specific and will only be visible to that user.

Custom Workspace

You can also create your own Workspaces by simply creating a new Workspace document.

1. Go to the Workspace list and click on New.
2. Name: The text entered here will appear in the sidebar.
3. Module: Choose the module that the Workspace will represent.
4. Is Standard: If selected, this Workspace will appear in the sidebar. Otherwise, it will be considered a customized version of a Standard Workspace.
5. Extends Another Page: If selected, this Workspace will be viewed as a customized version of another Workspace.
6. Is Default: If chosen, this Workspace will be the default Workspace shown to all users for a specific module.
7. Dashboard: Include a Dashboard to display it at the top of the Workspace.
8. Shortcuts: Add Shortcuts to a particular page, reports, or list, which will be shown below the dashboard.
9. Link Cards: You can insert cards that will present a list linking to a specific page, report, or list. These must be added in a specific JSON format as demonstrated in the image below.