Navigation in the CoBaseKRM Web client

When you log in to the web client for CoBaseKRM, the Projects view of an assigned workspace that you were last working in is displayed by default.

Navigation and functions within a workspace in the web client are organized on the menu bar.

When you click or tap the link to navigate to the Projects view, it displays a list of active projects that are assigned to. After you log in, you are navigated to this view of your assigned workspace by default. For more information about the Projects view, see the Projects page.

Switch to a different workspace

If you are assigned to more than one workspace, you can navigate to a different workspace by clicking or tapping the Switch Workspace button ( icon) beside the Workspace field in the menu bar.

To switch to a different workspace:

1. Click or tap the button on the right in the menu bar.

   A menu is displayed showing a list of workspaces that you are assigned to.

2. Select the workspace that you want to switch to.

   You are navigated to the selected workspace and the web client updates the view accordingly.