Finding your way around the workspace

One workspace, many apps

PGB Business puts mail, files, documents, chat and work tools in a single workspace. You sign in once, and every app is a click away in the navigation sidebar on the left of the screen.

The suite sidebar

The sidebar groups the apps into four sections:

• Communication: Today, Mail, Calendar, Contacts, Chat and Meet.
• Documents & Knowledge: Drive, Docs, Sheets, Slides, PDF, Notes and Learn.
• Work & Operations: Check-in, Tasks, Org Chart, Forms, Collections, Invoices and Sign. The HR Suite appears here too, but only for people who have been given HR access.
• Security & Intelligence: Assistant and Vault for everyone. Shield and Admin only appear for workspace administrators.

If you do not see an app, it is usually because your role does not include it, not because something is broken.

The sidebar has three sizes. By default it is a narrow rail of icons that keeps the focus on your work. Choose Expand sidebar to show names and section headings, and Collapse to rail to shrink it again. On a phone it opens as a slide-out drawer from the menu button.

Tip: Hover over a rail icon to see the app name. The same name is used for its screen reader label.

Search everything

At the top of the screen is a search box labelled Search mail, files, people. Press Ctrl+K (or Cmd+K on a Mac) from anywhere to jump into it. Type a name, a subject or a file name and pick a result to open it directly. This is usually faster than opening the right app first.

Start your day on Today

Open Today for a one-page summary of your day. It shows cards such as Meetings today, Mentions, Needs reply and Tasks due, along with lists of unread chat mentions, cards you follow that changed, and documents others edited. A Get to know PGB Business checklist helps new users find the main features; use Hide the checklist once you are done with it.

Each card links to the app where you can act. For example, a Needs reply count takes you to the mail that is waiting on you.

Your mailbox and your identity

Your identity in the workspace is your work email address. The same sign-in covers every app. Mail has its own Mailbox Settings area, reached with the Settings button in the Mail sidebar (or at Settings). We cover those settings in the next lesson.

Try it yourself

1. Open Today and read each card.
2. Press Ctrl+K and search for a colleague's name.
3. Expand the sidebar, find one app you have never opened, and open it.
4. Collapse the sidebar back to the rail.

Note: Your administrator decides which apps are switched on for the workspace. An app that your provider has not installed shows a short message explaining that it is not available.