Workspaces are a very powerful and flexible concept of Feng Office for organizing information and controlling user rights. On the other hand, workspaces are not easy to understand for everybody, so make sure you know how to make use of this feature.
All information in Feng Office can be organized in workspaces. While advanced editions add the possibility to organize information around clients, projects or folders; workspaces (available in all Feng Office Editions) can frequently be used in a similar way.
Here are some facts about workspaces:
The most obvious way for selecting a workspace is to have the left sidebar open and to click on a workspace. As long as you don't hide your sidebar, this is the preferred method.
If your left sidebar is hidden, then you have the following possibility:
1. Click somewhere below the arrow button in the sidebar. This will open the left sidebar only temporarily; as soon as you move your mouse pointer outside the sidebar, it will disappear automatically.
On the dashboard (
Overview tab) you not only see the name of the current workspace (
Products & Services in this example) but usually a description of the workspace as well.
In list views there is no workspace title. But for every item in the list you can see the workspace it belongs to (next to each item, in the color of the respective workspace).
There are two ways how you can edit the workspace properties. The most common way is to select a workspace in the left sidebar and then click on the edit icon next to it:
If you are an administrator you can go to the administration panel. There you get an hierarchical list with all workspaces in your Feng Office installation that lets you edit or delete any workspace:
Since workspaces are hierarchical, every workspace has its
Parent Workspace. By changing this setting you can move a workspace to another position in the worspace hierarchy. When doing so Feng Office will ask you:
Do you want to inherit all permissions from parent workspace? Click
OK to inherit the permissions from the new parent workspace, or click
Cancel if you want to keep only the existing permissions for your workspace.
Workspaces can be deleted either on the
Edit Workspace screen (there you can delete only that specific workspace) or in the
Workspaces section of the administration panel (if you are an administrator).
Feng Office creates automatically a personal workspace for every user. As long as the default settings are not changed objects in this workspace are only visible to its owner.
At the beginning we told you that all information in Feng Office is organised in workspaces. But once more workspaces are not as simple as folders: Most information types can belong to more than one workspace at once - only a few information types can only be assigned to one single workspace at a time.
When you are editing a single workspace object, the first thing you see is the current workspace (
Customer Success in this example):
Clicking on the current workspace brings up the workspace tree from the left side panel that lets you select another workspace (but only one):
The following object types are single workspace objects:
When you are editing a multiple workspace object, you will see the workspace tree very much like in the left sidebar (including the filtering option). This lets you assign as many workspaces as you like for that object.
The following object types are multiple workspaces objects:
If you do not explicitly change it, objects are allocated to the current workspace by default. If you set the workspace selector to
All then a new object is allocated to your personal workspace by default.
The trash is a special workspace which contains objects that have been deleted (or more precisely: moved to the trash).