Workspaces
A Workspace is a customizable Desk landing page — the "home" view for a module or a role. Frappe Cloud and Prilk-managed sites ship with a sensible default per app (Accounts, Selling, Stock, etc.), and you can build your own.
What goes on a Workspace
| Block | Example |
|---|---|
| Shortcut | A direct link to a DocType list, report, or custom URL |
| Card | A grouped collection of shortcuts under a heading |
| Chart | A pie / bar / line chart from a Dashboard Chart |
| Number Card | A single KPI ("Outstanding invoices: 23") |
| Onboarding | Step-by-step setup checklist for new users |
| Spacer / HTML | Custom Markdown / HTML blocks |
Editing
Open the Workspace, hit Edit in the top-right. Drag blocks, rearrange, hide/show, change titles. Save — changes are global if it's a Standard Workspace, otherwise saved per-user.
Standard vs Custom
- Standard Workspaces ship with apps (Accounts, Selling, etc.). Editing them affects all users.
- Custom Workspaces are per-user or per-role. Create one via Workspace → New and pin to the sidebar.
Roles and visibility
A Workspace can be restricted to specific roles. Users only see Workspaces their roles grant access to. The default ERPNext Workspaces use this — Sales Manager sees Selling, Accountant sees Accounts.
Sidebar grouping
Workspace Sidebars (a separate DocType) define which Workspaces appear in the left sidebar and how they're grouped. Use this for app-specific navigation — e.g., a "Digital Signing" sidebar grouping Signing Certificate, Signing Session, and Signature Log.
Building a Dashboard
For data-heavy Workspaces, create Dashboard Charts in code or via the desk, then drop them into the Workspace as Chart blocks. Use Number Cards for top-line KPIs.