Your organisation has its own workspace address, such as yourcompany.koldheim.com. The services you have are the marks in the rail on the left; point at a mark to see its name. With more than one service, the workspace opens on a home page listing them, and the mark at the top of the rail takes you back there. Each service has an Overview tab and one tab per pipeline along the top. A pipeline tab is split into stages, which you switch between at the top of the page. Your name sits at the top right; press Your place beside it to see your roles, who you report to and where your approvals go.
Everyone in a workspace has one of two kinds of access: Member or Workspace administrator (a tenant admin). A tenant admin also sees Manage at the foot of the rail and can add people, give out roles and set the workspace up. Which approvals and forms reach you is decided by your roles, which a tenant admin gives you.
Everyone
Tenant admin
- Finish setting up your workspace
- Add a person
- Define a role and give it to people
- Add or edit records
- Change your workspace’s settings
- Change who is asked and how long they have
- Move a waiting approval to new approvers
- Download the audit trail
- Add a service
- Cancel a service
- What happens when you cancel