Review workspace preferences
Begin with the relevant records and activity in this workspace.
Make the workspace yours.
Bring the configuration behind your daily operations into a dedicated settings area.
Workspace settings
A clearer way to work.
Bring the configuration behind your daily operations into a dedicated settings area. This part of Aorta keeps the relevant information accessible as your team moves through the wider workflow.
Manage operational configuration
Review the details before deciding what to do next.
Keep platform setup organized
Keep the next action connected to the rest of your team’s work.
Part of a connected platform.
Workspace settings sits alongside Aorta’s sales, communication and delivery tools. Explore related workspaces below to see how the wider platform fits together.
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The next piece of your workflow.
Platform & insights
Reports & insights
Bring operational reporting together so decisions stay connected to what your team is doing.
Explore feature Platform & insightsWorkspace search
Find records across the workspace without retracing every navigation path.
Explore feature Platform & insightsUsers & roles
Organize user access and responsibilities around the way your team works.
Explore feature