Workspace Visibility, Role-Based Sidebar Control & Missing "New Workspace" Button Issue ERPNext v16

ERPNext
1

Subject: Site Name: cellerpv16.m.frappe.cloud
Version: ERPNext / Frappe v16 / Marley Health v16.0.7

Issue Summary

We are facing multiple issues related to Workspace management, role-based visibility, and UI customization in our ERPNext v16 instance hosted on Frappe Cloud.

1. “Add New Workspace” Button Not Visible

  • In the Workspace List (Build → Workspace), the “New Workspace” / “Add Workspace” button is not visible

  • Even with proper permissions (System Manager role), the button is missing

  • We are only able to access workspace creation via direct URL:
    /app/workspace/new-workspace

  • Tried Client Scripts and route-based scripts → not working

2. Role-Based Workspace Visibility Not Working Properly

We configured:

  • Role Profiles

  • Module Profiles

  • Workspace Role Restrictions

However:

  • Workspaces are still visible incorrectly

  • Sidebar is not restricting properly per user role

3. Requirement: Role-Based Workspace Sidebar Control

We need strict role-based sidebar control, as per below structure:

Role

Required Workspaces

Reception User

Patient Management, Patient Appointments

Counsellor

Doctor Portal, Nutritionist Portal, Lab Portal

Junior Doctor

Patient Management, Doctor Portal, Nutritionist Portal

Senior Doctor

Patient Management, Doctor Portal, Nutritionist Portal

Nutritionist

Nutritionist Portal

Pharmacist

Pharmacy Portal

Billing

Billing Portal

Lab

Lab Portal

Management

All Workspaces

:backhand_index_pointing_right: Currently this behavior is NOT working as expected

4. Sidebar Customization Requirement

We want:

  • Only role-specific workspaces visible in sidebar

  • Remove all unnecessary default modules (CRM, Buying, Stock, etc.)

  • Clean UI per role

5. Workspace Icon / Sidebar Icon Issue

  • Unable to properly configure workspace icons

  • Need guidance on:

    • How to add custom icons

    • How to control sidebar icons per workspace

6. Route-Based Control Not Working

  • Tried route-based client scripts (frappe.router.on)

  • Scripts are not executing in Workspace/List UI

  • Possibly restricted in Frappe Cloud environment

Expected Outcome

  1. Enable “New Workspace” button in Workspace list

  2. Proper role-based workspace visibility

  3. Sidebar should show only allowed workspaces per role

  4. Ability to control workspace icons and sidebar cleanly

  5. Clarification on best practice (without custom app)

Request

Please provide:

  • Official method to implement role-based workspace restriction in v16

  • Reason why “New Workspace” button is missing

  • Recommended approach for sidebar customization in Frappe Cloud

  • Whether this requires a custom app or can be done via UI

Additional Notes

We are trying to implement a Healthcare ERP role-based UI system (Reception, Doctor, Lab, Billing, etc.), and need a clean and controlled workspace experience.

Kindly guide us with a proper solution or configuration steps.

Thanks.