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Investment Adviser Association
Justin Kapahi
Marc Gilman
Vanessa Valerie Tay
Workplace by OS33
Written by Workplace by OS33
on November 05, 2018

We are excited to announce Workplace 3.0! We heard your feedback and soon, we will be implementing some key changes to the Workplace platform, including:

  • A fresh new look for the Workplace Web App launch page
  • The ability to 'star' any file or folder in the file manager to pin it to your launch page
  • Introduction of a new feature: Websites
  • Consolidation of all your favorite apps in one place
  • Device Compliance Status

We will be running live demos with Q&A sessions twice a week to help familiarize you with the fresh new look and to prepare you for new features that we implement in future. Sign up for a session now!

Sign Up Now
Workplace 3.0

 

 

Workplace 3.0 Launch Page

1.  A fresh new look for the Workplace Web App launch page

We have given the launch page a complete makeover to help you focus on the things that are most important to you. We have moved things around to clear the clutter, but you will have full access to everything you need to get work done.

All apps&websites moved

All your websites, applications, folders and files will now have their very own section, which you can quickly and easily navigate to via the sidebar.

 

 

 

Favorite folders moved

2.  You can now ‘star’ files to pin them to your launch page

We’re especially excited about this feature because it is a direct request from our customers who used file shortcuts on our classic webtop interface. In the past, you were only able to ‘star’ websites, applications and folders, but with Workplace 3.0, we have extended that functionality for you to ‘star’ files too.

Your starred files and folders will be available at your fingertips as you can open them directly from your launch page. This means you will no longer have to click around multiple times just to locate them!

If you right-click a file or folder, you will be able to choose how you want to open it – You can open it in hosted, as a preview, or in a local program. You get to decide what works best for you!

 

 

websites  marketing blog 1

3.  New feature introduction: Websites

To consolidate all your websites, we are adding a new section just for that purpose. You can 'star' your frequently-used websites so that they will appear on the launch page for quick access, but all other websites will still be accessible from the websites section.

Additionally, you can now save your websites with or without credentials attached. You will be able to set up your own username and passwords without having to rely on your Company Manager to do so. You will also have access to your own saved passwords and have the ability to change them as needed.

To increase ease of collaboration, you will now be able to share bookmarks and websites with your colleagues. We have also made it easy to discern various different types of websites, namely:

  • Account – Websites which are stored with username and password attached
  • Bookmark – Websites which are stored without credentials
  • Shared with me – Websites that others have sent to you
  • Shared by me – Websites that you have shared with your colleagues

As always, you can 'star' your favorite websites and access them directly from your launch page.

As a note to Company Managers - If there are specific websites for which your firm would like to disable sharing, please reach out to your Customer Success Managers and we will help you set it up.

These added functions will save time for everyone and give you the flexibility to spend more time on what truly matters.

 

 

 

Hosted apps

4.  All your hosted apps will now be in one place

In line with the aim to simplify your workflow to increase productivity, we have given your hosted applications their very own section. If you click on “Hosted app” on the sidebar, you will find all your hosted applications.

As always, you will be able to 'star' the ones you use regularly, and they will appear on your launch page for quick and easy access.

 

 

Compliance status

5.  Device Compliance Status

In alignment to our mission of keeping your firm’s data secure and compliant, we are introducing a brand new feature for all Workplace desktop apps.

This new feature is known as “Compliance Status” and it will be implemented on Workplace Windows and Mac Apps. With Workplace 3.0, the compliance status of your device will be checked in comparison to industry best practices, and in some cases, recommendations for remediation will be made.

The “Compliance Status” button will show up at the bottom-left of your desktop app. Clicking on the button will reveal the results of your device’s compliance checks.

This feature will be available to all Workplace 3.0 desktop app users, and enforcement of company compliance policies will be at the discretion of Company Managers.

 

 

Here are more Workplace 3.0 resources:

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