Use My Workspace

My Workspace gives managers and staff a personal view of work connected to their linked staff profile. It is hidden from the owner navigation because owners use business-wide modules.

Permission required

The owner controls the My Workspace permissions for Manager and Staff under Settings → Team Access. The signed-in user must also be linked to the correct staff profile for personal operational data.

My Appointments

Use My Workspace → My Appointments to review today, upcoming, completed, and cancelled or no-show appointments assigned to your staff profile.

My Schedule

Use My Schedule to move between weeks and compare staff availability, appointments and approved leave for each day. The schedule is personal; it is not the business-wide Staff Calendar.

My Leave

Use My Leave to create a request with leave type, start date, end date and optional reason. You can cancel your own pending request. A manager sees a team review queue only when their context permits leave approval.

My Financials and My Payslips

These entries provide personal financial, payroll and payslip views when their permissions and linked data are available. Detailed payroll configuration and processing are covered separately.

If My Workspace is empty

Check the following with the owner:

1. The login role is Manager or Staff.
2. The user is linked to the correct staff profile.
3. The user and staff profile have the intended location.
4. The relevant My Workspace permission is enabled.
5. Appointments use the correct service-line staff assignment.

Important information

My Workspace shows personal information. Do not use another person’s login or share payslip, leave or schedule details outside the business’s approved process.

Related guides

• Give Managers and Staff Dashboard Access
• Create and Maintain Staff Profiles
• Use the Staff Calendar
• Understanding the Dashboard
• Run Payroll and Provide Payslips

Last reviewed: 12 July 2026