What is a Clappia Workplace?

A Workplace in Clappia represents a collection of users and Clappia apps that belong to a single company or organisation. All apps created inside a Workplace are private to that company.

A Workplace provides the environment where you can create apps for your business processes, manage users, control access to apps, and configure settings for your organisation. You can also customise its appearance to match your company branding.

Whether you are building an app for your internal team, managing multiple business processes, or providing different apps to employees across departments, your Workplace is where you organise and manage your work in Clappia.

Creating and Accessing Your Workplace

When you sign up for Clappia, you provide your registration details and choose a unique subdomain for your Workplace. This subdomain becomes part of the URL you use to access it.

For example, if your company is called Acme and you choose acme as your subdomain, your Workplace URL will be:

https://acme.clappia.com

The subdomain must be available when you create your Workplace. Once the Workplace has been created, you can access it through this URL.

Workplace Name and Subdomain

Your Workplace has a name and a subdomain. Although these may initially be the same, they serve different purposes.

• Workplace name: The name displayed in the Clappia interface to identify your Workplace.
• Subdomain: The part of the Workplace URL that appears before clappia.com.

For example, your Workplace name could be Acme Operations, while its URL remains https://acme.clappia.com.

You can change the Workplace name and the subdomain separately. Changing the Workplace name does not automatically change the URL. If you change the subdomain, the new subdomain must be available.

After your Workplace is created, you are taken to its dashboard. This is the main screen from which you can access your apps and navigate to other parts of Clappia.

To learn how to create a Workplace and choose its subdomain, refer to How to Create a Workplace.

The Workplace Dashboard

The Workplace dashboard is the main screen you see when you open your Workplace. It provides access to the apps available to you and serves as the starting point for working with Clappia.

The dashboard and the apps within your Workplace serve different purposes. The dashboard helps you access apps and other available features, while each app is designed for a particular business process.

Accessing and Creating Apps

Apps created within your Workplace can be accessed from the dashboard, depending on how the dashboard and app access have been configured.

You can create separate apps for different business processes. For example, an organisation might have an employee leave request app, an expense management app, and an inventory management app within the same Workplace. Each app can be configured for its intended process and users.

You do not need to create a separate Workplace for every business process. You can manage multiple apps within the same Workplace and assign access according to the requirements of your organisation.

Users with the appropriate role and permissions can create and manage apps. Other users can access the apps assigned to them, based on their app permissions.

Customizing the Dashboard

You can customize your Workplace dashboard using the Dashboard Design feature. Instead of displaying only app icons, you can add content that helps users find information and understand what is relevant to them.

Dashboard Design supports elements such as:

• Rich text and HTML: Display formatted text, announcements, instructions, links, and other custom content.
• Images: Display company banners, infographics, and other visual content.
• Videos: Add videos for training, onboarding, or internal communication.
• Embedded content: Embed supported external content.
• Carousels: Display multiple images in a space that users can scroll through.

These elements can appear above the app icons on the main dashboard. You can also configure display conditions for supported dashboard elements to control their visibility based on configured conditions and user attributes.

For example, you could display an announcement intended for a particular department only to users who meet the configured condition.

Dashboard customisation affects the Workplace dashboard. It does not change the design of the individual apps.

To learn how to configure these elements, refer to Dashboard Design.

Navigating Through Your Workplace

The left navigation panel provides access to different parts of Clappia. Depending on your role and the Workplace configuration, this can include options such as the dashboard, app creation, Workplace Settings, and other available features.

Workplace administrators can also configure navigation options to organise links and shortcuts for users. This can help users reach frequently used apps or other destinations without having to search for them on the dashboard.

To learn how to customise the navigation panel, refer to Navigation Options in Clappia.

Workplace Roles and Responsibilities

Users within a Workplace can have different roles. These roles determine the level of access they have to Workplace management and app creation.

The main Workplace roles include:

• Workplace Manager: Manages the Workplace, including its users, apps, and billing.
• App Builder: Can create and manage apps but does not have access to billing.
• User: Can use the apps assigned to them, according to their app permissions.

The user who creates a Workplace is assigned the Workplace Manager role. Workplace Managers can manage the overall Workplace, while users with other roles have access according to their assigned responsibilities.

For example, a Workplace Manager might manage users and Workplace Settings, while an App Builder creates and maintains apps for different business processes. Employees who use those apps can be assigned the access they need without being given the ability to create or manage apps.

The options available in the Clappia dashboard can therefore differ between users, depending on their roles and permissions.

To learn how to add users and manage their Workplace roles, refer to Add Users to Your Clappia Workplace.

Apps and Users Within a Workplace

A Workplace brings together your organization's Clappia apps and the users who need access to them. However, being part of a Workplace does not automatically mean that a user can access every app within it.

There is an important distinction between adding someone to a Workplace and assigning that person access to an app.

Adding Users to a Workplace

Workplace administrators can add users to the Workplace so they can access the apps assigned to them. This allows users to work with multiple assigned apps through a common Workplace.

For example, an organisation might have separate apps for employee requests, finance, and inventory management. Different employees can be given access to the apps relevant to their responsibilities.

Users can also be removed from the Workplace when they no longer need access.

Assigning Access to Apps

App access is managed separately from general Workplace membership. Users must be assigned access to the relevant apps, with permissions configured according to what they need to do.

For example, employees might need access to submit expense claims, while the finance team might need access to review and process those claims. The appropriate app access and permissions can be configured for these different responsibilities.

This allows you to manage multiple business processes within one Workplace without giving every user access to every app.

To learn more, refer to these guides:

• Add Users to Your Clappia Workplace
• Add Users to Your Clappia App

Customising Your Workplace

You can customize your Workplace to reflect your organisation's branding and configure settings for how it is used.

Setting Your Company Logo and Theme

Clappia allows you to add your company logo and customise the Workplace theme.

The logo appears in the Workplace interface, helping users identify the organizstion they are working in. You can also choose from the available theme colors or configure custom primary and secondary colors to match your company's branding.

These appearance settings are also reflected in the Clappia mobile app.

You can configure these options through Workplace Settings. To learn more, refer to Workplace Settings.

White-Labelling and Custom Domains

If you need a more fully branded experience, Clappia also provides white-labelling options.

White-labelling can provide a branded app launcher with your company's logo. Clappia also supports custom domain configuration, allowing you to use a business domain for the applicable experience.

These options are separate from the standard Workplace logo and theme settings and may involve additional charges.

For configuration details, refer to White-Labeled Apps and Custom Domains.

Using Multiple Workplaces

You can be part of multiple Clappia Workplaces and switch between them, provided workplace switching is enabled.

For example, you might have access to one Workplace for your primary organisation and another Workplace for a different organisation. Each Workplace has its own environment, apps, users, and settings.

When the Workplace switcher is available, you can use the option in the left navigation panel to select another Workplace you belong to.

Workplace administrators can control whether the Workplace switcher is displayed through the relevant navigation settings.

To learn more, refer to Navigation Options in Clappia.

How to Create a Workplace

To get started, sign up for Clappia and follow the prompts to create your Workplace. Choose an available subdomain, complete the setup, and open your Workplace dashboard.

Once your Workplace is ready, you can start creating apps for your business processes if your role permits it, add users, assign app access, and configure the Workplace to suit your organisation's needs.

For the complete instructions, refer to How to Create a Workplace.