Setting up a workspace

Workspaces help you organize the application layout and adapt it to your customers’ needs. A workspace is a customizable container that includes different widgets represented as tables, charts, metrics and information chips. A customer can use several workspaces with different layouts and features depending on the user role.

To set up a workspace for your customers, follow these steps:

Create a workspace: Create a workspace from a preset.
Edit the application layout using the editor mode: Design a customized application layout tailored to your customers’ needs.
Edit access to a workspace: Allow the newly created workspace for the user.

Creating a workspace

To create a new workspace that will define the application layout for your customers, follow the next steps:

When you use the Log in as button to access a customer account, you have all permissions and features available to you as a service provider. Customers logging in with their own credentials only see the functionality allowed and configured for them by the service provider.

Click the icon in the sidebar to enable the editor mode.
In the menu that appears on the map, click Menu.
In the Workspace section at the top, click the icon .
In the Source workspace field, select an existing workspace to use as a template.
Enter a unique and descriptive name for your new workspace.
Click Save.

The new workspace is now created and available for your service provider account. The next step is to allow it for the appropriate user.

Editing the workspace

To edit a workspace, click the icon in the editor mode menu. In this menu, you can do the following:

Change the workspace name
Duplicate the workspace
Delete the workspace

Editing the app layout

The editor mode allows you to add, delete, and arrange features, modules, and menu items for the selected workspace.

To start editing the customer workspace, follow these steps:

In Wialon Platform FleetSpace, select the page you want to edit.
Click the icon in the sidebar to select the workspace you want to edit. In the menu that opens you can see the current workspace. To change it, click on the Workspaces line and select the necessary workspace from the list.

If you have more than 7 workspaces available, use the search by workspace name.

You can’t edit the default workspace.
Click the icon in the sidebar to enable the editor mode.

Now you can start editing pages in the selected workspace.

Editing a page

Hover over the elements of the page to see the highlighted parts that you can change:

Show data on the tab by adding a new widget
Hide unnecessary data by deleting a widget
Change the order of the displayed information
Adjust the size of a widget on the Dashboard

The edited menu in the selected workspace will be visible to all the users who have access to that workspace.

Editing the sidebar menu

You can change the order of menu items, their names and icons in the left sidebar for your customers:

Add a new page to the sidebar
Edit the page: change the page name, icon and delete the page
Change the order of pages in the sidebar

See the full guides for customizing workspaces on the following pages:

Editing access to a workspace

Once a workspace is created, you must grant access to users. This ensures that when customers log in, they only see the workspaces available to them.

To modify access settings:

Log in to Wialon Platform Studio.
Go to the Customers page.
Select the customer account that contains the user profile.
Navigate to the Users tab.

Select the user who should have access to the workspace.
In the user profile, open the Permissions tab.
Go to the Workspaces section.

Check the box for the workspace you created. You can use the search above the list to find your workspace.
Click Save.

Now, when the user logs in to Wialon Platform FleetSpace with their own credentials, they will be able to see the assigned workspace.