RPA Workspace Overview

The Workspace is divided into three areas:

  1. Navigation Sidebar: Quick links to Search, Homepage, Notifications, Favorites, Recently Viewed and Navigation trees to help you navigate your App solution. Available on all pages.
  2. Header: Consists of the page name, breadcrumb trail, participant avatars, and action menu. Breadcrumb trail indicates the page location in your solution. Participant avatars show who has access to view or edit the page. Action menu provides access to settings, rename the page, move/copy or print. Header is available on all pages in your solution.
  3. Work Area: Contains tabs and sections that allow you to view and edit data. See Work Item Basics for full details.

From the Navigation Sidebar, you can select:

Icon Name Definition
Expand Menu
  • Expands the navigation sidebar to view more details or collapses to hide it for more workspace.
  • Search by item name or Shibumi ID number
  • Navigates to the user’s homepage. See Homepages for more details.
  • Notification page where a user’s notifications are grouped in an easy to navigate mailbox.
  • The number of new notifications will appear on the Notifications icon.
  • See Notifications for more details.
  • List of items a user has marked as Favorites.
Recently Viewed
  • The last 10 items that a user viewed.
  • Easily select and navigate through work items.
  • Carets indicate the item can be expanded to view its children.
  • Bullets indicate the item contains no children.
  • This feature is hidden until an administrator has defined a navigation structure.
User Preferences
  • Provides the ability to edit user’s account i.e. Change password.
  • See User Preferences for more details.
  • Directs the user to Help Center information.


Workitem Action Items

Header and Action Menu Icons

Icon Name Definition
  • Click the star icon next to the page name to add it to the Favorites list.
  • The star turns yellow and the page appears in the Favorites list.
  • To remove it from the Favorites list, click the star icon again.
  • Select Manage Favorites at the bottom of the Favorites list to edit favorites.
  • Expands and collapses the Actions menu.
  • Displayed if you have Ownership or Admin rights.
  • Ability to set item-specific configuration.
  • Allows you to rename the current page.
  • Prints the current tab of the item.
  • Move or Copy the item.
  • Deletes the current item and its children.

Participant Window

Click on the participant avatars to see all of the people that have been invited to collaborate on the currently displayed work item.  If you have sufficient permission, this list also allows you to invite additional collaborators to participate.

See Adding / Removing Users for more details.


Participants are assigned to specific roles. Depending on what role a user has, determines how the user interacts with the system. In Shibumi, all users have inherited permissions, which means that the permissions extend below where they have access. In the RPA Accelerator, if a user is added at a program level, that means that their permissions extend to all workstreams and opportunities. If a user is added to an opportunity, they are only able to access that opportunity and related activities, not the program or workstream.

A chart of available RPA Accelerator roles are available below. Remember, the permissions of these roles extend to all items underneath where they are added.

Role Type Add Users Read Edit Unlocked Fields Edit Locked Fields Create Delete Update Opportunity Status Approve
Owner, Sponsor, Admin Admin
RPA Admin Admin
RPA Approver Edit
Collaborator Edit
Viewer View
(Opportunity) Owner Admin
Updated on January 5, 2023

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