You are reading the documentation for an outdated Corteza release. 2024.9 is the latest stable Corteza release.

Corteza One

Basics

One is the heart of Corteza’s user interface and the point of entry to the system for every user. It’s a modern, web-based unified workspace which helps you to be more comfortable and productive in your daily working life.

Some of the major benefits of using One include:

  • A familiar, intuitive user experience for accessing your essential applications.

  • Open multiple applications side by side.

  • Open multiple pages from the same application side by side.

  • Collaborate using several applications simultaneously.

  • Resize application screens depending on their importance to the task at hand.

  • Work seamlessly between desktop and mobile devices.

Tabs

A Tab is your point of access to any application in the application menu. Tabs in One work just like browser tabs. To open a new Tab, click on the plus sign (+) at the end of open Tabs. At least two Tabs (Messaging and CRM applications) are open by default when you first log into Corteza One.

Application Menu

The Application Menu lists the applications available to you as a user to open. It is accessed by clicking on a plus sign (+) at the end of open Tabs.

When the cursor is “rolled over” any application, the user is presented with two options:

  • Open in Corteza Tab which opens the application in the One workspace.

  • Open in New Window which opens the application in an external browser window.

Once you have selected the first of the two options, you will be redirected automatically to the main One interface with application you have selected open in the Tab.

Panels

Panels allows you to split your screen into a maximum of 4 sub panels. To open a new panel, click on the “4 Square” icon on the top right corner of your screen.

After a click on the "4 Square" icon, you’ll access a right sidebar when you can define where you would like to open your next application.

Use cases:

  • By default, the first application is open in the 1st Row and in the 1st Column (Row 1 Column 1)

  • If you decide to split your screen vertically, you will mark additional checkbox in Row 1 Column 2.

  • If you decide to split your screen horizontally, you will mark additional checkbox in Row 2 Column 1.

Slider

When you have at least two panels enabled, you’Ll notice a Slider which is a yellow toggle at the cross-section of open the open Panels. The Slider allows a user to dynamically resize the relationship between open Panels to suit the users visual and practical requirements.

Profile Settings

Profile Settings can be accessed by clicking on the Person icon in the top right hand corner of the screen, directly to the left of the 4 Square icon.

The Corteza Profile Settings allows users to:

  • View User Details (Email, Full Name, Nickname)

  • Change Password

To change password, the user must enter the existing password, then enter the new password followed by one last confirmation entry of the new password.

To return back to Corteza default screen, click on the Corteza logo on the top.