Workspaces

Last Updated December 21st, 2017 by Becca Ellig

Workspaces allow you to filter what data you're seeing in Officetrax by user.

How to change your Workspace:

  1. From a Dashboard or a Record click the button.
  2. Select the Workspace option you'd like.

Note: Your Workspace setting applies application wide. That means it will apply to every page. It will also save your selection, so, when you log back in it will still be applied.

All Workspace

The All Workspace setting will allow you to see all Records that you are able to see based on Privacy, Territory, and Role.

Everyone Else Workspace

The Everyone Else Workspace setting will show all Records, owned by everyone but yourself, that you are able to see based on Privacy, Territory, and Role.

Only Me Workspace

The Only Me Workspace setting will only show Records that are owned by you.

Specific People Workspace

The Specific People Workspace Setting allows you to choose the Employee's whose Records you'd like to view. You will only see the Records owned by the selected Employees that you are able to see based on Privacy, Territory, and Role.



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