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Workspace configuration

As a workspace administrator, you can customize how your workspace looks and behaves - from the apps visible in the sidebar to how lists are organized and navigated.

Apps and navigation​

App shortcuts​

The sidebar displays app shortcuts for quick access. You can configure:

  • Which apps appear in the sidebar (up to a configurable limit)
  • Overflow menu - additional apps accessible via a "more apps" button
  • App grid - a 4-column grid view of all installed apps, filterable by name or alias

Drawer behavior​

The sidebar drawer has four states:

  1. Open - full sidebar visible with app list and list tree
  2. Closed - sidebar collapsed, content area expanded
  3. Pinned - sidebar stays open and does not auto-collapse
  4. Hidden - sidebar completely hidden

On mobile and tablet devices, the drawer supports swipe gestures to open and close.

Custom tabs​

Add custom tabs to workspace navigation for quick access to frequently used views or external resources.

The breadcrumb bar shows the current navigation path:

Workspace > App > List > Record

Breadcrumbs also appear in modal record forms (popovers) to maintain navigation context.

List organization​

List folders​

Organize saved lists into hierarchical folders:

  1. Open the Setup area (admin access required)
  2. Navigate to list management
  3. Create folders and drag lists into them

Folder features:

  • Collapsible - users can expand/collapse folders; the state persists across sessions and syncs between tabs
  • Always expanded - mark folders as non-collapsible for important lists
  • Auto-generated lists - lists created automatically from group lookup fields appear in their own section
  • Record counts - each list shows total and unread counts with human-readable formatting (1K+, 1M+)

Private vs shared lists​

  • Shared lists - visible to all workspace members, managed by admins
  • Private lists - visible only to the user who created them

Branding​

Display your company logo in the sidebar drawer. The logo appears above the app list.

Browser tab title​

The browser tab title automatically shows the current list name, helping users identify tabs when multiple workspaces are open.

Home page​

Configure the workspace home page:

  • Set a custom home page URL to redirect users to a specific list or dashboard when they enter the workspace
  • The default home page shows the app grid

Feature flags​

Enable or disable specific platform features per workspace:

Setup area​

The Setup area is accessible only to workspace administrators. It provides access to:

  • List folder management
  • Feature flags
  • Shell customization configuration (editor with real fields)
  • ACL-based permissions for:
    • Create new - who can create records in each app
    • List management - who can save and modify shared lists