Basic concepts and how do I change the workspace?

This article explains several terms that are used throughout the Engage Process application and may not be immediately clear to new users.

In addition, it provides a brief overview of the application workspace and how it can be customised.

Basic Concepts

Workspace
The workspace refers to the layout of the application. This includes the visibility and positioning of the different windows and panels.

Main menu
The main menu can be opened by clicking the Engage Process logo in the top-left corner of the application.

Table type
A table type is an additional field that can be used within the Modeler and is also available in the Viewer.

Two-step verification
Two-step verification is a security feature that requires an additional verification code alongside your password. This code is generated by an authentication app such as Microsoft Authenticator or Google Authenticator.

CSV
CSV stands for Comma Separated Values. This file format is used to import data into the Admin Center and to export data from the Admin Center for use in other applications.

Diagrams
Diagrams is a collective term used for processes and brainstorms within Engage Process.

Workspace

The Admin Center workspace can be customised by hiding or showing the navigation bar on the left side of the screen.

To hide the navigation bar, click the menu button in the top-left corner of the application.
Click this button again to make the navigation bar visible.