Each role sees a different workspace. Same platform — different experience.
Your whole team, working in focused workspaces built for their job.
When your sales person logs in, they see sales tools. When your warehouse staff logs in, they see inventory and orders. CoreXBiz Workspaces gives every team member a clean, focused interface built around how they actually work — less clutter, less noise, and less time figuring out what to do next.
Role-Tailored Interfaces
Each position in your business gets its own workspace — different sidebar, different tools, different scope.
Designed to Reduce Clutter
Nobody sees what doesn't apply to them. Calmer interfaces, predictable structure, lower cognitive load for everyone on your team.
Instant, App-Like Navigation
Switch between sections without page reloads. Your team moves through their workspace the way they'd move through any modern app.
Available on all paid plans · Workspace customization from CoreXBiz Grow
CoreXBiz Workspaces is not a dashboard with hide/show toggles. It is a genuine role-based workspace system where each person's experience is shaped by their responsibilities — enforced at both the interface and the backend, configured once, and active every time they log in.
The workspace experience, from every angle
Six things that make CoreXBiz Workspaces more than a filtered dashboard — built into the platform, not bolted on.
Each person on your team sees the workspace their job actually needs.
CoreXBiz comes with 16 predefined staff roles — from CEO to contractor, bookkeeper to warehouse clerk — each with a default workspace built around how that role operates. A production worker sees their team board, tasks, time tracking, and materials. Your owner sees the full operation. Everyone else sees exactly what's relevant to them.
- • 16 predefined roles covering executive, manager, staff, contractor, and external advisor positions
- • Each role has a distinct default sidebar and module layout
- • Roles organized in four tiers: Executive, Manager, Staff, and Contractor/External
- • Worker-class roles automatically land on their team board — no dashboard clutter
- • Accountants see an accounting-first workspace with finance-specific labels
- • Every workspace is shaped by actual job responsibilities, not just toggled permissions
Only what they need is in the sidebar. Nothing else.
Each role's sidebar is built from their specific set of tools — assembled by priority, free of irrelevant items. A sales manager sees sales tools. A contractor sees tasks, time tracking, and communications. When the sidebar only shows what someone actually uses, the entire interface becomes calmer and easier to navigate.
- • Sidebar items are unique per role — assembled from that role's active capabilities
- • Items ordered by priority so the most-used tools appear first
- • Role-specific labels make tools feel native to each position
- • Sidebar collapse mode for even cleaner focus
- • Navigation state saved — returning to a section is always instant, even after refresh
- • A consistent footer (Schedules, Team Directory, Documents, Performance) appears across all roles
Define what each role can actually do — not just what they can see.
CoreXBiz separates two distinct systems: what a role sees in their workspace, and what they're actually permitted to do. Restricting a role's access to Accounting also restricts their access to accounting operations in the backend — it's not just a UI hide. You control both layers independently.
- • 12 capability categories: Emails, Clients, Order Processing, Tasks, Products, Price Calculators, Team Management, Suppliers, Accounting, Payroll, AI, and Analytics
- • Capabilities enforced server-side — a real permission change, not a visual trick
- • Section-level enable/disable with per-category granularity
- • Capability changes take effect the next time the staff member loads their workspace
- • Full reset to defaults available per role if configuration needs to be undone
A modern, fast workspace — not a slow admin panel.
CoreXBiz Workspaces navigates like a modern app. Switching between sections is instant — no page reload, no full refresh, no waiting. Data loaded in one section stays loaded while you work in another. The whole experience is designed to feel responsive and immediate, even across complex multi-tab workflows.
- • Navigation between all workspace sections is fully client-side — no page reloads
- • Tab-based module layout means switching sections is instant
- • Previously loaded data stays in memory — no redundant refetching
- • Cross-section workflows handled in-place (e.g., bank reconciliation prefills expense forms)
- • Navigation state preserved on refresh — picks up exactly where you left off
- • Time clock widget always accessible in the sidebar — no navigating away to clock in or out
Shape each role's workspace to match how your business actually runs.
The default role workspaces are a starting point, not a fixed constraint. You can reshape any role's sidebar — drag tools in, remove tools that don't apply, reorder by priority. Each role's final workspace is visible as a column preview as you edit, so you see exactly what that person will experience before you save.
- • Drag-and-drop menu builder with a live sidebar preview for each role
- • Add, remove, and reorder sidebar items per role without writing any configuration
- • Changes are previewed visually — you see each role's workspace as you design it
- • Multiple roles visible side by side for direct comparison and alignment
- • Drag from a shared source panel of available tools — source panel never loses items
- • Save or reset each role independently; reset returns any role to its default layout
Some things belong to everyone — and they're always there.
Regardless of role, every person on your team shares a consistent operational foundation at the bottom of their workspace. Schedules, the team directory, documents, and performance are accessible to all staff — no matter how focused or restricted their primary workspace is.
- • Schedules, Team Directory, Documents, and Performance appear across every role
- • Shared items always in the same position — no hunting, no surprises
- • Time clock (clock in / clock out) embedded in the sidebar across all workspaces
- • Consistent placement means staff always know where shared tools live, regardless of role
- • These shared items are separate from role-based customization — they can't accidentally be removed
Workspaces across every plan
Staff workspace access is available on all plans. Customizing and designing those workspaces — the drag-and-drop builder, capability toggles, and layout control — starts with a paid plan.
| Feature | FREE | Grow | Expand | Scale | Enterprise |
|---|---|---|---|---|---|
| Workspace access (all staff) | |||||
| Pre-configured role workspaces (16 roles) | |||||
| Shared sidebar infrastructure (Schedules, Directory, Documents, Performance) | |||||
| Time clock (all staff) | |||||
| Workspace customization (drag-and-drop menu builder) | |||||
| Configurable role columns (simultaneous roles being edited) | 0 | 2 | 3 | Unlimited | Unlimited |
| Capability toggles (per-role, per-category) | |||||
| Email category access per role | |||||
| Role reset to defaults |
Staff get access to their role-based workspace. Workspace customization requires a paid plan.
Customize up to 2 role workspaces at a time — shape the sidebar, configure capabilities, and define what each role sees and can do.
Extend workspace customization to 3 simultaneous roles. More positions, more tailored experiences.
Unlimited role workspace configuration. Every position in your business gets a fully designed workspace — no limits on roles or customization depth.
Platform Support
CoreXBiz Workspaces runs on a platform-agnostic engine. WooCommerce is available now — more platforms are on the roadmap.
How different teams use their workspaces
The contrast between roles is the point. Each example shows what different people in the same business experience when they log in.
Print Shop or Custom Order Business
Your sales team logs in and lands on the Sales Desk — a live view of active orders and customers, with one-click invoice and estimate creation. Your production floor staff see a completely different workspace: Team Board, Tasks, Time Tracking, and the Materials List. No sales tools, no client data, no financial information. Your bookkeeper logs into an accounting-first workspace — Sales Ledger, Expenses, General Ledger, Journal Entries — with financial terminology that matches how they actually work. The owner sees the full operation.
Roles in use: CEO, Worker, Bookkeeper, Sales & Marketing Manager
Service Business
Your field technicians log in to a focused task board: their assignments, time tracking, a communication channel with the office, and a materials list. No client billing data, no supplier management, no payroll. Your office staff log in to a different workspace — client management, scheduling, purchase orders, email, and expense tracking. Both groups move through their day without fighting irrelevant tools.
Roles in use: Worker, Office Administrator, Customer Service Rep
Multi-Department Business with Finance Staff
Your internal bookkeeper works entirely within an accounting-focused workspace — Sales Ledger, Expenses, Journal Entries, General Ledger, Assets, and Reports — accessed directly from the sidebar. Your external accountant logs in with a similar but distinct view: read access to the financial records they need for review, without access to your team or client data. Two people doing adjacent work, in workspaces shaped exactly for their scope.
Roles in use: Bookkeeper, External Accountant
Wholesale or Distribution Business
Your warehouse staff log in to a workspace built for inventory and fulfillment: Team Board, Tasks, Time Tracking, Products catalog, Materials List, and Purchase Orders. They see exactly what they need to receive stock, track time, and manage orders — nothing more. Your account managers work from a different workspace with Clients, Estimates, Sales Ledger, and Email. And your warehouse supervisors can have a configured workspace that sits between the two.
Roles in use: Warehouse Clerk, Customer Service Rep, Operations Manager
Agency or Consultancy
Your client-facing staff have Clients, Tasks, Email, and Sales Ledger — the tools they use daily for client work. Your project coordinators add Materials and Supplier access if they're sourcing for production. Your managing partner has the full business view: all of the above, plus Accounting, Business Intelligence, and Payroll. Contractors who work project-to-project get the most focused workspace of all — just their Tasks, Time Tracking, and CoreX Talk.
Roles in use: CEO, Operations Manager, Customer Service Rep, Contractor
Business with External Advisors
Your legal counsel logs in to a workspace with Clients, Email, Suppliers, and accounting reports — the reference points they need without access to internal operations or team data. Your auditor gets a read-focused financial workspace — Chart of Accounts, General Ledger, Journal Entries, Assets, Leases, and Reports. Both external advisors work in a defined scope that gives them what they need without exposing the rest of your business. No configuration call needed each time — the workspace is already set.
Roles in use: Legal Counsel, Auditor, External Accountant
How it works
Workspaces are built in three steps — and once set up, they run themselves.
Define your team roles
CoreXBiz comes with 16 predefined staff roles — covering the most common positions in small to mid-sized operations: executives, managers, production staff, bookkeepers, contractors, and external advisors. Each role arrives with a sensible default workspace already configured. Assign team members to the role that matches their position, and their workspace is ready on day one.
Uses the Profiles and Roles section in Employee Portal.
Shape each workspace
Use the App Interface builder to design exactly what each role sees when they log in. Drag tools into each role's sidebar, remove what doesn't apply, reorder by priority. Watch each role's workspace preview update as you edit. Use the Capabilities editor to control what each role is actually permitted to do — not just what appears in their sidebar. Save when you're ready.
Uses the App Interface and Team Capabilities tabs in Employee Portal.
Your team logs in and works
When a staff member logs into CoreXBiz, they see their workspace — and only their workspace. No setup required on their end. No learning which sections to ignore. They land directly in their tools: the sales person in the Sales Desk, the warehouse clerk in their Team Board and Materials List, the bookkeeper in their accounting workspace. The interface is already organized around their job.
See how it works for your team. Book a walkthrough.
Frequently Asked Questions
Everything you need to know about CoreXBiz Workspaces — what's available today, what's being built, and how it works.
Your team, each in the workspace they need.
CoreXBiz Workspaces gives every person on your team a clean, focused interface built around their job — and keeps it that way as your team grows.
No lock-in. Your data stays on your infrastructure. Currently available for WooCommerce — Shopify and additional platforms planned.