Applying Workspace Views

Workspace views enable admins to filter and organize data for different user groups. Instead of showing all information at once, admins can define workspace views for specific teams and initiatives, for example, post-merger integration or regional application assessments and such. This reduces distractions and guides users toward their objectives.

Admins can define workspace views by selecting specific fact sheet types, individual fact sheets, sections and subsections, dashboards, reports, and diagrams for different scenarios and stakeholders.

You can maintain full access for some user roles while providing simplified views to others. You can also restrict specific views to specific user roles and define a default view for each role. End users can switch views available for them from the top navigation bar.