Setting a Default Workspace

Workspaces in serve as customised dashboards, allowing users to organise and access their most relevant insights in a structured and logical manner. A workspace is essentially a collection of insights grouped into a unified view, making it easier for users to track key metrics and data trends in one place

Setting a Primary Workspace

The default workspace is the one that appears upon login and is typically the most frequently used. Users can designate any workspace as their primary workspace to streamline their workflow.

Step-by-Step Guide to Setting a Primary Workspace

1. Select the Workspace

   • Navigate to the workspace you want to set as primary.

2. Mark as Primary

   • Click on the Primary icon to designate the workspace as your default.

3. Confirm Primary Status

   • When the purple Primary icon is filled, it indicates that the workspace is set as the primary one.
   • If the icon is not filled, the workspace is not designated as primary.

4. Save the Changes

   • Click Save to apply the update.

5. Replacing an Existing Primary Workspace

   • Setting a new workspace as primary automatically replaces the previous primary workspace.

By following these steps, users can ensure their most important workspace is always readily accessible upon login, improving efficiency and organisation.