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Picking your default workspace

Setting a default Workspace score

Kate Caldecott avatar
Written by Kate Caldecott
Updated today

Summary

Learn how to set a default workspace in Accoil so you land on the right score the moment you log in.

How this helps

Save time and cut out extra clicks — go straight to the customer health view that’s most relevant to you.

How to set your default workspace

  1. Click Settings in the bottom left menu, then select Workspaces under Project Settings.

  2. Find the workspace you want to make default (e.g. Paid Accounts).

  3. Click Options on the right-hand side of that workspace.

  4. Select Set as default.

Next time you log in, Accoil will open directly in your chosen workspace.

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