Interface

The Interface section lets you customize the workspace's navigation and display experience. This is where you adapt the sidebar menu, create custom pages, and import ready-made templates to speed up configuration.

To access it, expand Interface in the sidebar menu under Settings.

Menus

Lets you customize the workspace's sidebar menu. You can create sections, define names, icons, and the order in which they appear, as well as restrict each section's access to specific member groups.

Within each section, you can add items that work as shortcuts to screens, categories, or other workspace resources. This allows each team or department to see only what's relevant to their work.

Learn more at Menus.

Screens

Lets you create custom pages within the workspace. Each screen has a name, a description, a type, and a path (its own URL).

Available screen types include: Files, Queries, Queries (Member Group), Embedded Content, Custom, My Items, My Requests, Dashboards, Requests, Tasks, General Tasks, Custom Screens, and Triage.

Screens are useful for creating specific views — such as an indicator dashboard, a filtered query page, or a triage screen for a service flow.

Learn more at Screens.

Use Cases

Offers a catalog of ready-made templates that can be imported into the workspace. Each use case is a pre-configured package with categories, fields, flows, and other structures, organized by area (Commercial, General, Legal, among others).

When selecting a use case, you can view the full description, objective, target audience, and included features before deciding to import. The Migrate Use Case button imports the entire structure into the workspace.

You can also upload your own use cases via the Upload button.

Learn more at Use Cases.