Workspace Settings records
Create and manage supported records from one connected workspace.
Data & Settings
Configuración del espacio de trabajo
Workspace Settings built for one connected workspace.
Configure business identity, billing preferences and workspace defaults.
Acceso según el trabajo asignadoControlado por rolesRegistros conectados
Configuración del espacio de trabajoResumen de la función
Workspace Settings built for one connected workspace.
Configure business identity, billing preferences and workspace defaults. KharchaBill keeps the related record in the active workspace and applies the user permissions configured for that workspace.
Todo lo que necesitas para Configuración del espacio de trabajo
Workspace scoped
Records are isolated to the active workspace and its operating context.
Permission aware
Available actions follow assigned roles and explicit permissions.
Connected reporting
Related activity can feed supported financial or operational reports.
Utiliza Configuración del espacio de trabajo en 4 pasos claros
- 1Open Workspace SettingsUse the feature in a workspace where it is enabled.
- 2Add the recordEnter the required details and review validation.
- 3Manage activityUpdate the record using the actions allowed by your role.
- 4Review resultsUse related lists and reports to understand recorded activity.
Disponible en los paquetes empresariales actuales
Esta función forma parte de la plataforma principal o se habilita mediante la configuración del espacio. Consulta el detalle actual del paquete antes de suscribirte.
Descubrir paquetes empresarialesPreguntas habituales
Which Business Packs include Workspace Settings?
The feature page shows the current Business Packs linked to this capability in the database. Availability also depends on the active workspace entitlement and user permissions.
Is Workspace Settings workspace scoped?
Yes. Business records are resolved within the active workspace and authorised operating context.
Can team access be limited?
Yes. Owners and administrators can assign supported roles and permissions.
¿Listo para utilizar Configuración del espacio de trabajo?
Crea tu espacio y habilita el paquete empresarial y los accesos que requiere tu trabajo.