Editing a Workspace

See Also

Permissions Required

Edit/Delete Shared Workspace - Modifying shared Workspace.

You can modify a Workspace that you have created. However, you cannot modify its layout and the Object on which the Workspace is based. Shared Workspaces can also be edited, and all Users with whom the Workspace is shared can view the modifications.

To Edit a Workspace

1.  From the Edit menu, select Workspaces.

The Workspace Manager is displayed.

2.  Select the required Workspace in the Workspaces list and click Edit.

The Workspace Wizard - Page 2 of 2 is displayed. The Object on which the Workspace is based is displayed in the upper left corner of the Wizard.

3.  Modify the required details.

4.  Click Finish.

Note  •   To modify a shared Workspace, you need the Edit/Delete Shared Workspace Permission. •   You cannot modify: ◦   Predefined Workspaces: Home, Analytics, Chat, Trash Can, Phone, and Outbox. ◦   The layout of a Workspace. ◦   A Workspace that is currently open.