Company Workspace

Company Workspace tab (Admin mode)

When you go to the Company Workspace tab and click your company name, the system displays the company landing page, which includes the Company Information page. On the Company Information page, you can view information such as the full and short name of the company, the applicable Uniform Resource Locators (URLs), the Base Currency, and various addresses.

The left Navigator contains the following nodes. For more information about these nodes and the various modules and submodules, see the Unifier General Administration Guide.

Company Settings
User Administration
General Administration
Data Structure Setup
uDesigner
Configuration
Visualizations
Integrations
Standards & Libraries
Configuration Package Management
System Information
Templates
Company Workspace
Company Sponsored Shells

Company Workspace (User mode)

When you switch to User mode, the right pane contains the following tabs:

General
Summary

The General tab is divided into two sections:

The left section displays the following information:
- Company name and image (if it exists in the Company Information page).
- Description
- Administrator
- Home URL
- Help URL
- Addresses

Other locations, if available, appear as grouping nodes in expanded mode below the first address, and the map picker displays the pin markers for all other locations.

The right section displays the following information in multiple blocks:
- Tasks
- Notifications
- Company Workspace records: Workflow Business Processes

The Workflow BPs are all the workflow records for the user who has signed in. If the user who has signed in does not have access to any of the Workflow BPs at the Company Workspace level, the panes display a pertinent message. You can click the BP name to navigate to the respective BP log.

Company Workspace records: Non-Workflow Business Processes

The Non-Workflow BPs are all the non-workflow records for the user who has signed in. If the user who has signed in does not have access to any of the Non-Workflow BPs at the Company Workspace level, the panes display a pertinent message. You can click the BP name to navigate to the respective BP log.

The Summary tab contains summary information displayed within custom or summary blocks. Similar to the General tab, you can add, edit, or delete custom and standard blocks.

The left Navigator in the Company Workspace tab (User mode) contains the following nodes, modules, and submodules.

Summary
Tasks
E-Signatures
Notifications
Drafts
General
Cost Manager
- Cash Flow
- Cost Sheet
- Funding
Document Manager
- Company Documents
- Recycle Bin
- Unpublished Documents
Company Logs
- User Requests
- Vendor
Facilities Help Desk
- Service Request
- Space Request
- Work Order Request
Company Lists and Pickers
- Folder Template
- Index Rate
- Lease Contact
Reports
- User-Defined

See Also