Workspaces in Relation to Multiple Interfaces

Workspaces can help define how staff members use your interfaces. Since each profile uses separate workspaces for each interface, you can create different workspaces to accommodate staff members who use different interfaces.

For example, staff members who log in to an interface used by external customers may use a contact workspace that includes the contact first name and last name fields. Staff members who log in to an internal interface may use a contact workspace that shows only the contact email address field. By using different workspaces on each interface, you can display only those fields staff members need to view or fill in on that particular interface. After your workspaces are created, you can assign them to the necessary profile. See Custom Workspaces.