Choose and arrange your desks

For: people who work in Pepper, and owners or admins who manage access.

A desk gives you a Home page and a short list of pages for one kind of work. Choose its name in the top bar to switch. Your records stay where they are.

Choose where to start

1. Open the desk menu in the top bar.
2. Choose a desk. Pepper opens its Home page.
3. To change where you start after sign-in, open the menu again.
4. Choose Start desk, then choose a desk. The checkmark confirms your saved choice.

Your own start choice takes precedence over your role's choice and the installation default. Signing in opens your start desk. Switching during a session does not change that saved choice.

With one available desk, its name is plain text. The large menu opens below its name, with a small pointer connecting it to the top bar. Scroll inside it if the choices exceed the available space. More also lists your other desk pages and desks.

Press D outside a field or open dialog to open the menu. A focused card or task keeps its D due-date shortcut. G, then D, still opens Deals when you may use it. Arrow keys follow the tiles, including the larger Everything tile. Home and End reach the first and last choices. Press 1 to 9 to choose one of the first nine desks, or Escape to close the menu. Focus returns to the menu trigger after a switch. If your device requests reduced motion, desk changes are immediate.

Every desk you may open appears in the grid, including unused desks for owners and admins. Everything is first when available. Opening a desk does not assign it to anyone else.

Open Start desk to see the checkmark beside your saved choice. A pending request keeps the current choice until Pepper confirms the change. If Pepper refuses the request, read the message and try again. Only owners and admins see the Desks settings link inside Start desk.

Find the right desk

The desks follow the order of the work: money first, then sales and marketing, then delivery, then the desks for one kind of business. Pages follow one order on every desk. The main record comes first, then its follow-up pages and shared records such as Customers and Items. Forms, websites, widgets and QR codes come next. Setup pages such as Automations follow. Overviews and Analytics are always last.

Choose Website & shop to run your site, shop and orders. Choose Marketing to collect leads and reviews, and to share widgets and QR codes.

Choose Bookings for appointments, resource reservations and events. Choose Venue for counter service, offers and loyalty alongside bookings.

Everything puts Scan, Bookings, Forms, Websites, Widgets, QR codes and Analytics under Customer services. A focused desk keeps its own page list. Saved custom arrangements keep their order. Restoring Work’s defaults returns to the starting order above.

Your permissions determine which pages and figures appear. A desk with no page you may open is left out. Figures use saved records; currencies stay separate. Unavailable sources are omitted. A visitor-count figure is not available.

The five instruments use the same records as their linked pages. Today shows booking times in the business timezone, with the next booking highlighted. Stages shows open deals and their values when you may see financial summaries. Quarter shows whether a quarter was exported and whether its figures have changed since. My week shows your assigned tasks, including completed tasks. Reach on the Showcase and Marketing desks shows page views per day, shop orders and code opens for the last 30 days. It adds testimonials and waiting proofs when you may read them. Its sentence compares one figure with the previous 30 days. Page views and code opens count requests, not people. Reach needs View analytics and stays hidden while audience measurement is off. Open Analytics opens the full report.

See every desk with its Home page and features, or compare Venue, Showcase and Listings with the widget families each brings together.

The New menu puts the desk's actions first, followed by other permitted actions under Something else. Search and keyboard shortcuts still reach other pages you may open. Opening such a page keeps your current desk; no rail entry is selected when the page is outside it.

Arrange a desk

Owners and admins can change a desk for the installation.

Changing pages changes access for people assigned that desk, signs them out and revokes their agent connections. Owners, admins and people with Everything are excluded.

1. Open the desk menu and choose Desks, or open Settings > Desks.
2. Open a desk by name, or choose Edit from its … menu.
3. Enter a name of up to 24 characters, or leave it blank to use its translated name.
4. Under Pages, use Add page or remove pages. Keep at least one.
5. Drag a page to reorder it, or use its up and down buttons.
6. Select Use as business start desk if needed.
7. Review the access warning if you changed pages, then click Save.

The up, down and remove buttons sit at the end of each page row.

Edit desk shows the saved desk name above the heading. The Desks link in the top bar returns to the list. You can also choose Cancel. If you have unsaved changes, choose to stay and keep editing or leave without saving.

Open the same desk actions with a right-click, Shift+F10, the context-menu key or a touch long-press. Escape closes the menu and returns focus.

Restore defaults asks you to confirm clearing the custom name and restoring the default pages and order. Cancel keeps your edits. A business type chosen during installation keeps its recipe. Everything keeps its name and full arrangement; you can select it as the business start desk.

The list marks the Business start desk. Personal and role start choices take precedence. Open the help beside the start control to check this rule.

If another administrator saved first, Pepper keeps your input and shows the current arrangement. Compare it before choosing to keep your edit and save again.

Give a role or person their desks

Owners and admins can assign desks without changing the role's permissions.

1. Open Settings > Roles and open the role.
2. Select its desks and, if needed, its start desk.
3. Inspect What they will see. Choose each desk in the preview to inspect its pages and the modules it includes.
4. Save the role.

Built-in roles keep their permissions, but their desk choices can change. New invitations inherit the role's desks.

To give one person a different set, open People, open the person and find Desks in the Account panel. Select their own desks and save. Clear the personal choice to use the role again. A personal set replaces the role's desks and role start choice.

Below Admin, desks also limit access. The person needs both the role permission and a module included by their assigned desks. For example, an Employee with only Venue cannot open invoices, projects, purchases or boards, even with a saved link or an AI client. Adding Work includes its modules; it does not grant missing permissions. Everything removes the desk limit. Guest limits still apply.

A desk includes the modules that own its pages, plus collaboration and people for personal work. It does not add every module those pages use internally. Links to records outside a person's access remain restricted. Menus & price lists includes items and settings; the preview names both. That does not grant a custom role installation or account administration.

Owners and admins always have every desk. A role or personal list cannot be empty. People without saved desk assignments have all desks they may use.

Changing someone’s assigned desks can also sign them out and revoke agent connections. A start-desk-only change does not. Pepper refuses a change that leaves a board without an administrator who can use it. Add another capable board administrator, then save again. If a saved change removes project access, Pepper stops the person’s running timer and keeps the recorded time. If a desk stops being available, Pepper opens an allowed start desk and explains the change.

Installation and customer accounts

The installer's Desk step starts with eleven desks, in the order of the table above. Everything is selected until you choose another. A Business type choice appears for desks with a matching layout. It can name and arrange the selected desk; it does not switch your start choice. Choosing another desk clears a business type that no longer fits.

Inspect the selected desk's menu and Home layout before continuing. Everything includes its grouped pages and personal destinations. You can scroll the menu inside the example. Every module stays installed. Read Installation.

Customer accounts have one desk from their assigned plan: Venue, Showcase or Listings. Their pages depend on the plan and widget sharing. They have no desk menu and no Accounting desk. Accounts still switches businesses. Read Run your business's widgets.

An upgrade keeps existing people on Everything and preserves their records. Backups include desk arrangements and assignments. Read Backups.

On an upgrade, Bookings is added without changing existing desk names, page arrangements or start choices. Owners, admins and people without a restricted desk list can use it. Existing explicit role and personal desk lists stay as saved; an owner or admin can add Bookings when needed. Website & shop and Marketing are added in the same way.