Workspace
A personalized home view that surfaces the most relevant information for your role — updated in real time.
Overview
The Workspace page (/workspace) adapts automatically to the signed-in user's Clerk role. Instead of showing a generic dashboard, each role sees a focused view of the records and tasks that matter most to them. Data refreshes every 60 seconds, so the workspace always reflects current state.
Admins and Owners do not have a separate workspace — their workspace is the main Dashboard, which shows org-wide MRR movement, pipeline, at-risk accounts, and health at a glance.
Role-Based Views
| Role | Workspace View | Key Sections |
|---|---|---|
| Account Manager | AM Workspace | My accounts (worst health first), overdue QBRs, tasks, quick actions |
| Sales Rep | Sales Workspace | My pipeline, leads queue, wins this month, tasks |
| Account Manager | Account Manager Workspace | Compliance deadlines, assessment gaps, accounts needing strategic touch, tasks |
| Service Manager / Technician | Delivery Workspace | Active onboardings, pending reconciliations, overdue milestones, tasks |
| Admin / Owner | Redirects to Dashboard | Org-wide MRR, pipeline, churn risk, health distribution |
AM Workspace
The Account Manager workspace shows all accounts assigned to the AM, sorted so the most at-risk clients appear first. Each account row displays a health color dot, SLA tier badge, signal pills (e.g. Health critical, Renewal soon,QBR overdue), last touchpoint date, and MRR.
The right column shows open tasks (with overdue count) and a list of overdue QBRs on the AM's accounts. Summary stat cards at the top show total accounts, total MRR, accounts needing attention, renewals in 90 days, overdue QBRs, and open task count.
Sales Workspace
The Sales Rep workspace centers on the open deal pipeline and leads queue. Deals are sorted by expected close date, closest first. Each deal shows the pipeline stage (color-coded), account name, MRR, probability, and how overdue the close date is.
Leads appear below the pipeline, sorted by ICP score (highest first). A "Won This Month" section celebrates recent closes. Summary stats show pipeline MRR, weighted MRR, deals closing this month, wins this month, and leads in queue.
Account Manager Workspace
The Account Manager workspace focuses on strategic advisory work. It surfaces compliance items due in the next 30 days (assigned to the Account Manager or unassigned), assessment gaps where accounts have RED-rated technology categories, and accounts that have not had a Account Manager touchpoint in 60+ days.
Summary stats show overdue compliance items, total compliance gaps, assessment gaps, and accounts needing a strategic touch.
Delivery Workspace
The Service Manager and Technician workspace focuses on delivery operations. It shows all active onboarding projects (excluding completed and stalled), the reconciliation queue (pending variance reviews), and overdue milestones across all onboarding projects.
The workspace is intentionally org-wide for delivery roles — service managers and technicians need visibility across all clients, not just assigned ones.
View As — Reviewing Another User's Workspace
When your role has been granted workspace view access to another role, a View as teammate control appears at the top of the workspace. Clicking it reveals a dropdown of all org members whose workspaces you can view.
Selecting a teammate switches the workspace to their view — showing their assigned accounts, their deals, their tasks — as if you were signed in as them. The workspace type (AM / Sales / Account Manager / Delivery) adapts to the selected user's role, not your own.
A banner at the top confirms whose workspace you are viewing. Click Back to my workspace to return to your own view. Admins can view any user's workspace without needing explicit permission rules.
Use case example
A Sales Manager wants to check in on a new rep's pipeline without logging into their account. The admin grants Sales Manager the ability to view Sales Rep workspaces in Settings → Workspace Access. The sales manager can now switch to any rep's workspace from the dropdown to review their deals and leads.
Configuring Workspace View Permissions
Admins configure which roles can view other roles' workspaces in Settings → Workspace Access.
Each permission rule has two parts:
- Viewer role — the role that is allowed to view (e.g., Account Manager)
- Target role — whose workspace they can view (e.g., Sales Rep)
Rules are additive — a viewer role can have multiple target roles. Admins are always allowed to view all workspaces regardless of rules. You cannot grant any role the ability to view the Admin workspace.
To remove a permission, click the trash icon on the corresponding row in the Workspace Access settings page.
Tips
- The workspace refreshes automatically every 60 seconds — no manual refresh needed.
- Tasks shown in the workspace are the same tasks from the My Tasks page — completing one updates both.
- Health color dots in the AM workspace match the health score badge: green (70+), yellow (40–69), red (<40).
- Signal pills in the AM workspace highlight the most important attention flags per account at a glance.
- Use the workspace as your starting point each morning — it surfaces what needs action today.