Customize Workspaces

You can customize the tile region within your workspace. You can move the tiles within your workspace, add permissions to restrict access to your tiles, change the property of the tile region, and remove the tile region from the workspace.

By default, when you add a tile, all staff members have access to the component or tile until you add the security.

After you create the region, you can add a:

  • Custom Tile to the region
  • Custom Live Tile to the region
  • Preset Tile to the region

workspace tile

After you create a tile in the region, you can also customize the tile to:

  • Move the tile within the workspace region
  • Add security to a specific tile within the workspace region
  • Add properties to a specific tile within the workspace region
  • Remove a specific tile within the workspace region

tile

Prerequisites

You must have: 

  • System - Settings - Workspaces - Delete, Edit, New, Manage, and View authorization

Your institution must have configured a workspace.(Select the Settings tile > expand System > select Workspaces.)

Access Method

Select the Settings tile > expand System > select Workspaces..

Procedure to Customize Workspace Region or Component

After you have created the regions, take the appropriate action to customize the regions.

Procedure to Customize a Workspace Tile Located in a Region

After the tiles are added to a region, you can customize each tile as per your requirement. Select the menu icon (Shows the blue hamburger icon. ) and select the option you want to use from the drop-down menu.

Once you have customized your workspaces, you must perform the following steps:

  • Associate the workspaces with a staff group (refer to Staff Groups Tab)

  • Next, you and your staff members can begin using the workspaces (refer to Use Workspaces )