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Company Workspace Landing Page (User)

When you sign in, the system is in User mode, by default. You can switch between modes using the mode icon (User mode and Admin mode ).

Note: The Home workspace does not support Admin mode.

To access your company landing page (User):

1. Go to the Company Workspace tab and switch to User mode.
2. In the left Navigator, select your company name.

   The system displays the company landing page.

The company landing page has the following tabs:

• General
• Summary

If the administrator does not enable the Hide tabs in Company Dashboard option, you can add additional tabs to the company landing page.

To add a new tab:

1. In the upper-right corner, below the User mode icon, click Edit Dashboard to open the Company Dashboard window.

   This window lists the existing tabs and enables you to add, modify (edit), or delete tabs.

2. From the toolbar, click + Create Tab.
3. In the New Tab dialog box, enter a name in the Tab Name field, and click Save.

The newly created tab will be listed under the existing tabs on the Company Dashboard window.

You can add multiple blocks (custom or standard) to each tab of the company landing page.

To add new blocks to a tab:

1. Select the tab.
2. Click + Add Block on the right side of the screen, and select either Custom or Standard.

   You can add both custom and standard blocks to a tab.

3. In the Source Details and Block Details sections, enter the applicable values.

   If you are adding a standard block, the Data Type field lets you include workspace type information (such as Active Workspaces, On-Hold Workspaces, and so on) on the company landing page.

4. Click Save.

The new block is added to the right pane.

You can also update or remove a tab using the Edit Tab and Delete Tab icons.

You can:

• Update a tab name by using Edit Tab .
• Remove a tab by using Delete Tab . You cannot delete the General tab or Summary tab because they are system-generated tabs.
• Reorder the tabs that are displayed on the Company Workspace by using drag-and-drop .
• Select which tabs to display on the Company Dashboard window by selecting or clearing the corresponding checkbox. You cannot deselect the General tab.
• Print a tab or maximize a tab .

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
  • Homepage url
  • Help url
  • Locations

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.

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Last Published Friday, April 11, 2025