Member · Admin
Your workspace
The home screen, the top bar, and how work stays with your team.
The workspace is the signed-in app. The heading on the home screen is Workspace. From here you reach the rest of Worklexia.
What this screen is for
It orients you: you are inside one organization, with the tools that organization has today. Use it as a starting point, then go to Advisory, Documents, or Settings.
The top bar
| Control | What it does |
|---|---|
| Worklexia | Returns you to the Workspace home. |
| Dashboard | Same home screen. |
| Documents | Your team’s files. How Documents work. |
| Advisory | Cited questions. How Advisory works. |
| Settings | You, the organization, people, and the plan. |
| Help | This user manual. |
| Sign out | Ends your session. |
You may also see Sources, Watch inbox, and Packages. Those change the official-text library that every customer’s answers can cite, so they are for Worklexia staff. If you open them as a customer member or admin, you will see Staff role required. The page is not broken. Staff should read Sources and the watch inbox.
One organization at a time
Questions, files, invites, and billing belong to the organization you are in. Teammates in that organization can see Advisory threads and Documents. People in another organization cannot. If you belong to more than one organization, the app opens one of them. There is no switcher in the top bar yet, so a question or file you cannot find may belong to the other organization.
Shortcuts on the home screen
The Workspace page lists the main places you will use, plus a link back into this manual. Each card matches a chapter.
Member
If you are a member
Spend most of your time in Advisory and Documents. Open Settings only to fix your name.
Admin
If you are an admin
After you create the organization, choose a plan in Plans and billing and invite people from Members and invites.