Overview
There are a few components to navigating Workspaces. The article below will walk you through the following:
Workspaces and the Three Views
Navigating the "Internal" View
Navigating the "Editor" & "Shared" Views
Top v. Side Nav
The Three Views in Workspaces
When you sign into Dock, you'll immediately be taken to your "Home" page. You'll want to navigate to your Workspaces sections on the left-hand side:
Click in to any that you own or are the editor of.
Within the Workspace, you'll find a top navigation bar with three views: Internal, Editor, and Shared.
Internal is where you will find information such as: details about the workspace, key start/due dates for your project, an activity feed showing what action has been taken in that space, internal/external participation analytics, and any plans that have been configured.
Editor is where you will actually create the experience for your customers or prospects.
Shared is the external view that those end users will experience. While those people will have access to information and can collaborate in places, they won't be able to make significant changes to the workspace (such as adding or removing sections).
Navigating the "Internal" View
The Internal view is visible only to your org. Anyone you have shared this Dock Workspace with will not see this tab.
This where you will find a holistic view of the following:
Workspace settings
Activity feeds
Account details
CRM account and opportunity/deal synced
Key dates
Contacts summary
Tasks (a summarized list of any plans in the workspace)
Files uploaded to the space
Survey forms and responses
Navigating the "Editor" and "Shared" Views
The editor and share view help represent what will be shared externally. As you navigate here, you'll notice that Workspaces can have two navigation bars:
Top navigation
Side navigation
Top Navigation
The top-navigation is for users to tab between the pages of a workspace.
Side Navigation
The side-navigation lets users jump between the sections of a page.
