Workspace Dashboard and Navigation

Last updated: 2026-03-18 Owner: Product Writer Audience: all tenant roles

Purpose

Explain how to orient yourself inside the HORIS workspace, understand the active area and quickly reach the modules relevant to your role.

Prerequisites

• you have completed access to the workspace
• you are associated with at least one active tenant
• you have a valid tenant role (owner, admin, billing_admin, hr_admin, manager, user)

What you find in the dashboard

• shows a compact excerpt of your most urgent personal actions
• it does not replace the full inbox: it helps you understand when to open My Work immediately

Project and WBS insights

• inside the Projects section you can find a compact insight panel for:
• active projects
• active tasks
• operational assignments
• aggregated monthly margin
• the panel also shows:
• task distribution by project
• operational priorities that need attention
• the full analytical detail remains in the Projects and Core Report modules

Navigation rules

• if a module is not authorised, it should not appear in the menu
• when you change tenant or role, always refresh your context before continuing
• use the breadcrumbs to understand where you are inside the workspace
• when in doubt, check the active area first and then the module guide

Operational steps

1. Open the workspace after login.
2. Verify the active tenant and role in the account area.
3. Use the left menu to enter the desired module.
4. Look for Professional profile when you need to update skills, experience and CV data.
5. If a submenu is present, choose the operational view that fits the task.
6. Use Back to Workspace to return quickly to the dashboard.
7. If you need support, open the module or role guide.
8. If the My Work preview shows open actions, open the dedicated inbox to handle them without losing context.

Expected result

The user immediately understands:

• which tenant they are using
• which modules they can use
• which guide to consult for the process they want to complete

Common errors

• Module not visible
• cause: role not authorised or wrong tenant context
• solution: verify the active area and ask the tenant admin/HR/owner to check

• Residual permission banner in a secondary view
• cause: deep link not consistent with the role or partially limited feature
• solution: return to the dashboard and re-enter from the correct menu; if the problem persists, report it to the tenant administrator

Quick troubleshooting

• You cannot find a module that you saw yesterday
• check whether you are using the same tenant and the same role
• You see a module but not all actions
• this is normal when the role can read but not manage that section
• The left menu is long on a small screen
• scroll the menu area to the bottom: HORIS keeps the menu container separate from the main content

Related guides

• getting-started
• roles/user
• roles/manager
• roles/hr-admin
• roles/admin-tenant

FAQ

Are dashboard and workspace the same thing?

The dashboard is the main page of the tenant workspace. The workspace also includes the side modules and the operational views.

Can I see different modules by changing role?

Yes. Navigation is filtered according to the active role and the capabilities available for the tenant.