Platform Foundations

Workspace ManagementStart the day in a personalized workspace

Workspace Management lets every user start the day with a customized KPI dashboard, tasks, pending approvals, alerts and recent activities. User profile and account settings, multi-company management, permissions and roles, user groups, security and session settings, multi-language and region options, and exchange rate information are also part of this module.

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Which challenges does Workspace Management address?

Pending approvals and alerts get overlooked when they are scattered across different screens.
When user permissions and roles are managed piecemeal, the question of who can see what goes unanswered.
In businesses that work with more than one company, signing in separately for each company wastes time.

Key features

The 24 features in Workspace Management and the packages each one is offered in.

Home Page

Customized KPI & DashboardIncluded in all packages
TasksIncluded in all packages
Quick AccessIncluded in all packages
Pending ApprovalsIncluded in all packages
AlertsIncluded in all packages
AnnouncementsIncluded in all packages
Recent ActivitiesIncluded in all packages

Workspace Management

User Profile & Account ManagementIncluded in all packages
Multi-Company ManagementIncluded in all packages
Permissions & RolesIncluded in all packages
User GroupIncluded in all packages
SecurityIncluded in all packages
Session ManagementIncluded in all packages
Application Package ManagementIncluded in all packages
Multi-Language & RegionIncluded in all packages
NotificationsIncluded in all packages
Display & AccessibilityIncluded in all packages
Exchange Rate InformationIncluded in all packages

Integrations / Corporate Services

Calendar ConnectionsIncluded in all packages
Internal MessagingIncluded in all packages
Help & Support CenterIncluded in all packages
Meal MenuIncluded in all packages
WeatherIncluded in all packages
Benefits ClubIncluded in all packages

Comparison by package

"Included": part of the package. "Add-on": can be added as an option. "Higher tier": not part of this package; available by upgrading to a higher tier.

Workspace Management: feature coverage by package
Feature	Micro Business	Small Business	Mid-sized Business	Large Business	Corporate	Enterprise	Tailored
Home Page
Customized KPI & Dashboard	Included	Included	Included	Included	Included	Included	Included
Tasks	Included	Included	Included	Included	Included	Included	Included
Quick Access	Included	Included	Included	Included	Included	Included	Included
Pending Approvals	Included	Included	Included	Included	Included	Included	Included
Alerts	Included	Included	Included	Included	Included	Included	Included
Announcements	Included	Included	Included	Included	Included	Included	Included
Recent Activities	Included	Included	Included	Included	Included	Included	Included
Workspace Management
User Profile & Account Management	Included	Included	Included	Included	Included	Included	Included
Multi-Company Management	Included	Included	Included	Included	Included	Included	Included
Permissions & Roles	Included	Included	Included	Included	Included	Included	Included
User Group	Included	Included	Included	Included	Included	Included	Included
Security	Included	Included	Included	Included	Included	Included	Included
Session Management	Included	Included	Included	Included	Included	Included	Included
Application Package Management	Included	Included	Included	Included	Included	Included	Included
Multi-Language & Region	Included	Included	Included	Included	Included	Included	Included
Notifications	Included	Included	Included	Included	Included	Included	Included
Display & Accessibility	Included	Included	Included	Included	Included	Included	Included
Exchange Rate Information	Included	Included	Included	Included	Included	Included	Included
Integrations / Corporate Services
Calendar Connections	Included	Included	Included	Included	Included	Included	Included
Internal Messaging	Included	Included	Included	Included	Included	Included	Included
Help & Support Center	Included	Included	Included	Included	Included	Included	Included
Meal Menu	Included	Included	Included	Included	Included	Included	Included
Weather	Included	Included	Included	Included	Included	Included	Included
Benefits Club	Included	Included	Included	Included	Included	Included	Included

Source: Factorbooks product and package scope list. For current pricing and additional requirements, request a quote.

Solutions that include this module

Reporting and management visibility

Decision support from KPI dashboards to financial, fiscal, commercial and management reports.

Workspace Management: frequently asked questions

Which packages include Workspace Management?

Workspace Management is included in every ERP and ABM package. See the comparison table on this page for package-level details.

Which modules is Workspace Management used with?

Workspace Management runs on the same platform as these modules: Task Management, Approval Management, System Management.

How do I request a demo of Workspace Management?

Just mention the module you are interested in and your needs in the demo request form. Our sales team will prepare the demo around this module and the related processes.

See Workspace Management in a live demo

In a live demo we walk through your priority processes together and clarify the package and module scope that fits your needs.

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