Adding Enterprise Workgroups to a Workspace

Enterprise workgroups are sets of related users created by a PPM administrator. You can take advantage of enterprise workgroups to add users to your workspace.

When adding an enterprise workgroup to a workspace, you have the option to:

• Add all the users from the workgroup
• Add
  or
  
• Add the workgroup itself

TO ADD an enterprise WORKGROUP TO A workspace:

1. Navigate to the workspace to which you want to add a workgroup.
2. On the Workspace Menu, click Members and List View or Workgroup View.
3. On the view toolbar, click the Add Workgroup button.
   
   Note: You can also click Add Workgroup in the Workspace Menu.
   
   The Add Workgroup window opens.
4. Select the enterprise workgroup you want to add from the list of available workgroups.
5. From the Default Role list, select a user role for the new workspace members.
   
   Note: The default role will not be assigned to workgroup members with locked workspace roles.
6. In the Invite Options section, you must choose the Invite Mode:
1. Add all current users from the selected Workgroup(s)—This option adds all the current users in the selected workgroup.
   
2. Add Enterprise Workgroup—This option adds the users as members of the workgroup.
   
7. Click Next Step.
   

• If you selected Add all current users from the selected Workgroup(s), you have the option to change the default workspace role for each user you are adding.
  
• If you selected Add Enterprise Workgroup, the workgroup is added to the workspace.

Related Topics:

• Activating Workspace Members—How to activate workspace members.
• Creating a Workspace Workgroup—How to create a workspace workgroup.
• Workgroups Overview—About workgroups in PPM.

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