Workspace Organization

Workspaces are the top-level organizational unit of the tab system. Each workspace contains its own set of tabs, its own active tab selection, and its own history. Workspaces are isolated per device, meaning your laptop and phone have independent workspaces that never interfere with each other.

Workspace Resolution

When you log in or reload the dashboard, the system resolves your workspace for the current session. The resolution process links your session (which is tied to your device) to a workspace. If a workspace exists for your user and session combination, it is restored with all tabs intact. If no workspace exists, a new default workspace is created with a single pinned Dashboard tab.

Device Isolation

The key to multi-device isolation is the chain from device to session to workspace. Each physical device has a unique device record identified by a browser fingerprint. Each login creates a session linked to a specific device. Each workspace is linked to a specific session, which inherently isolates it by device.

This means your laptop workspace and phone workspace are completely independent. Opening tabs on your laptop does not affect your phone. Closing tabs on your phone does not affect your laptop. Each device maintains its own tab layout, order, active tab selection, scroll positions, filters, and pagination state.

What Shares Across Devices

While workspace state (tabs, positions, filters) is device-specific, the underlying entity data is shared. If you update a customer record on your laptop, the change is visible on your phone when you view that customer. User preferences stored at the account level (like theme settings) also apply across devices.

Creating Additional Workspaces

Beyond the default workspace, you can create additional workspaces for different workflows or projects. Click the workspace name in the tab bar header to open the workspace picker, then click "New workspace." Enter a name (e.g., "HR Onboarding," "Q4 Planning," "Zone Configuration") and optionally a description.

Each new workspace starts fresh with a single pinned Dashboard tab. Your previous workspace's tabs are preserved — switching back to it restores everything.

When to Use Multiple Workspaces

Multiple workspaces are useful when you work on distinct workflows that require different sets of open tabs. For example, you might have a "Daily Operations" workspace with zones, schedules, and staff tabs open, and a separate "Configuration" workspace with industry settings, pricing rules, and product tabs.

Multiple workspaces prevent tab overload. Instead of having 20 tabs from different workflows mixed together, you can organize them into focused workspaces of 5 to 10 tabs each.

Workspace Limits

Your plan tier determines how many workspaces you can create. Free plans allow 2 workspaces. Starter plans allow 5. Pro plans allow 10. Enterprise plans have unlimited workspaces. If you reach your limit, the "New workspace" button is disabled with a tooltip indicating the upgrade path.

Workspace Switching

Switch between workspaces by clicking the workspace name to open the picker, then selecting a different workspace. The current workspace's tabs fade out and the new workspace's tabs fade in with a 150-millisecond crossfade animation. Only one workspace is current at a time — switching workspaces updates the current flag.

Workspace Persistence

Workspaces persist across page reloads and re-logins. The auto-save system ensures that your tab state is always up to date in the database.

Immediate Saves

Tab opens, closes, reorders, and active tab switches trigger immediate database writes. This ensures that structural changes to your workspace are durable.

Interval Saves

Every 30 seconds, the active tab's UI state (scroll position, filters, pagination) is silently persisted. This captures incremental changes without requiring explicit save actions.

When you log in again on the same device, the system detects the previous workspace through device fingerprint matching. Your new session is linked to the existing workspace, and all tabs are restored with their preserved state. The experience is seamless — it feels like you never left.

Workspace Deletion

Workspaces can be deleted through the workspace picker's settings. Deleting a workspace soft-deletes all its tabs and tab data. The underlying entity records (zones, customers, etc.) are never affected — only the view state is removed.

The default workspace (the first one created) cannot be deleted. At least one workspace must always exist. If you delete the currently active workspace, the system switches to the default workspace or the most recently accessed remaining workspace.

Orphaned Workspace Cleanup

Workspaces that are not accessed for 90 days (based on the last-accessed timestamp) are automatically archived by a background job. Archived workspaces are not visible in the workspace picker but their data is preserved. If you log in from the same device after the cleanup window, a new default workspace is created.

This cleanup prevents indefinite accumulation of workspace data from devices that are no longer in use.