The right workspace for the way you work.
A single operator needs a focused daily view. A committee network needs configurable roles and oversight. Start with the essentials and build from there.
Workspace setup brings operating mode, menu choices, page width and Home widgets together. Existing editors configure modules, mobile buttons, dashboard tiles, forms, fields and approvals.
The details that keep work moving
A minimal starting point
Begin with daily tools and an overview widget. Choose a custom menu or reveal all permitted tools when you need a fuller view.
An explicit solo mode
A committee administrator can enable the supported small-team self-approval exception. Decisions are flagged in history, and another eligible checker takes priority. Requirements for distinct people or another committee remain enforced.
The tools you choose
Switch optional modules on or off, choose and order sidebar entries, and set comfortable or wide page layouts. Disabling a module follows in-use checks and preserves existing records.
A purposeful Home screen
Choose overview, activity, campaign, membership, term and council cards. Configure role-based shortcuts and mobile buttons separately; important approval and incoming-role notices remain available.
Report views that follow you
Save personal column visibility, order and widths for each committee and report. Only columns returned by the authorised report can appear, and concurrent edits are checked.
Rules with continuity
Use existing form, custom-field, terminology and workflow editors. Parent locks, permissions, financial safeguards and protected history continue to apply.
Make it work your way
Choose the rules your organisation needs. Committee permissions and inherited controls still apply.
- Solo or team operating mode, subject to workflow-management permission.
- Minimal, complete or custom sidebar menus and their order.
- Comfortable or wide content layouts on larger screens.
- Home cards, role-based shortcuts and mobile buttons.
- Optional modules, custom fields, forms and required information.
- Personal report columns and widths, with reset and stale-edit protection.
Bring this workflow into your organisation.
Review your requirements with TRELVERIQ, choose the right modules and prepare your team for a considered rollout.