Gluu has a lot of features and to simplify the user experience, we have introduced 'work views'. These are preset 'Overview' pages that allow admin users to highlight exactly the information that is relevant to an account users. These views also hide irrelevant navigation items for simplicity. We currently offer five views:
'Viewer' - made for users with Starter plans that just want to see comments and work instructions from the processes that their roles are part of.
'Worker' - for users with Pro plans that want to see the tasks and cases from the processes that they work with.
'Process Manager' - use this is if you are an editor or owner of one or more processes and you want to manage these.
'Account owner' - use this if you have the right as 'Account Manager' and want to supervise and manage the governance and development of your process hierarchy and its processes and process owners.
'Personal' - your own unique selection of content for whichever need you have. This article explains how any user can customize this overview.
How to edit one of your account's views
If you want to customize one of the views to better match your organization's needs then your can do this by:
selecting the view you want to change
clicking 'Settings' next to the view
modify and save.
now the updated view will be available for all users.
Account owners can disable any preset they do not want available to the users in account settings.
Below is a summary of each view:
Viewer
A simple view of comments related with processes that the user works with. Work instructions that are connected with roles that the user has and finally any bookmarks saved:
Worker
Here you also see the tasks that are connected with you personally, or your roles. You can also see these in a calendar format:
Process Manager
Here you see e.g. 'Draft processes' which are the processes that need to finalized. You also see the last versions of processes in case you want to control them:
Account Owner
If you're managing a full process hierarchy and a number of process owners then you may need this more comprehensive view:
