/visma-net-erp/help/administration-and-customisation-of-appearance/add-and-configure-a-workspace section If the predefined workspaces do not include a particular business process of your organisation, you can create a workspace and configure it to fit employees' work related to this process. 2026-02-19T17:09:06+01:00 # Add and configure a workspace If the predefined workspaces do not include a particular business process of your organisation, you can create a workspace and configure it to fit employees' work related to this process. ## Create and configure a workspace In this topic, you will read about how to create and configure a workspace. ### Create a workspace 1. On the main menu, click **Edit menu** to switch to the edit mode. 1. On the top toolbar (top left), click  ( **Add workspace** ). 1. In the **Workspace parameters dialog box**, specify the following settings: 1. In the **Icon** field, select the icon that will be associated with the workspace. 1. In the **Area** field, select the general functional area by which the workspace will be displayed in the **More items** menu. 1. In the **Title** field, type the unique title you want to be used for the workspace. 1. Click **OK** to save your changes. ### Configure a new workspace 1. On the main menu, click **Edit menu** to switch to the edit mode. 1. On the main menu, click the title of the workspace you want to configure. 1. On the top toolbar, click  ( **Add menu item**. 1. In the **Select windows** dialog window, select the check boxes to the left of all windows and reports you want to add to the workspace. You can use the **Search** field in the top of the dialog field to narrow the range of windows and reports displayed. Only windows and reports with the search string in their name or ID are displayed. 1. Click **Add and close** to save your changes and close the dialog window. 1. If you want to group windows and reports by categories, do the following: 1. If a category with the required title does not exist, you first create the category as follows: 1. In the top right corner (on the top toolbar), click **Menu settings**. 1. On the toolbar of the **Workspace categories** menu, click **Add category**. 1. In the **Category parameters dialog box**, type the category title and click **OK**. 1. Click **Menu settings** to close the menu. 1. Point to the title of a window or report that you want to group by a category and on the pop-up toolbar, click  (Edit) to open the **Window parameters dialog box**. 1. In the **Category** field, select the category to which you want to add the window or report, and click **OK**. 1. Repeat steps b and c for each window or report that you need to place under a particular category. 1. On the workspace title bar, click  (Pin) to display the new workspace on the main menu. 1. In the bottom left corner of the screen, click **Exit edit menu** to save your changes and exit the edit mode.