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

Mode toggle (Accounts ↔ Sales)

Above the brief on My Breadbox, you’ll see a small Accounts / Salestoggle next to the “View as” selector. This lets anyone — not just admins — flip between the AM workspace and the Sales workspace without changing roles.

Why it matters:

• Solo MSPs who do both sales and account management can flip back and forth in one session.
• Hybrid roles (an AM who also runs new-logo deals, an owner who covers a few accounts personally) can pick the lens that matches the work in front of them.
• Defaults to your role — Sales reps land on Sales mode; everyone else lands on Accounts. Toggle persists per-browser via localStorage.

The toggle hides when you’re viewing as a teammate — in that case the teammate’s role determines the mode automatically.

AM Workspace

The Account Manager workspace shows all accounts assigned to the AM, sorted worst churn risk first. Each account renders as a patient-chart card — a structured snapshot answering “what’s the state of this client and what needs to happen next?”

The card contains:

• Left priority stripe — coloured red / amber / green by churn risk level so the most at-risk accounts are scan-obvious.
• Header — account name, AT RISK pill (if applicable), SLA tier, industry, MRR, churn-risk score with 30-day velocity arrow.
• Signals section — the most-recent noteworthy event for this account (“Renewal soon”, “No touchpoint in 32d”, “Churn risk elevated”, etc.)
• Engagement section — last touch (colored red/amber if stale), renewal countdown (colored by urgency), open deal MRR.
• Tags — up to 3 tag chips at the bottom, +N more overflow for the rest.

Clicking a card opens an in-place side panel (same pop-out as My Breadbox) where you can edit the champion, advance playbook steps, update the client stack, compose email, schedule a meeting, or log a touchpoint — all without leaving the workspace.

The right column shows your open tasks (with overdue count) and any active playbooks on your accounts.

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.

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.

In-place side panels

Clicking a deal or account card opens a side panel — you don't leave the workspace. The panel slides in from the right with the record's hero stats, last 5 activity events, and quick-action buttons.

Every value in the hero is click-to-edit: stage selector on a deal, lifecycle/SLA/renewal date on an account. Changes save immediately and invalidate the right query caches so the workspace card updates in real time.

Quick actions available in each panel:

• Deal panel — Email primary contact, Call, Log touch, AI coaching
• Account panel — Email champion, Log touchpoint, View churn signals, Start playbook

For deep work you can still open the full detail page via Open full page → at the bottom of the panel. But 80% of daily interactions (log a touch, advance a stage, send a quick email, review recent activity) now happen inline.

Mark reviewed & morning sweep

Each card has a Mark reviewed button. Click it after you've worked an account during your morning sweep and the card dims so un-reviewed accounts stay visually prominent. The status persists across page reloads and resets each morning.

Each "reviewed" click also logs a lightweight touchpoint (type: Other, subject: "Reviewed in My Breadbox") so the account's audit trail reflects your sweep.

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.
• Churn risk color dots match the badge: green (low, ≤30), yellow (medium, ≤60), red (high, >60).
• Signal pills in the AM workspace highlight the most important attention flags per account at a glance.
• Click a card to open the in-place side panel; click the card name to open the full detail page.
• Use the workspace as your starting point each morning — mark reviewed as you go, leave the rest.