Administrative Help

Creating Enterprise Workgroups

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Create enterprise workgroups to allow you to easily group related users. Project managers can use enterprise workgroups to add groups of users to their workspaces.

TO CREATE An enterprise WORKGROUP:

  1. On the Administration Home page, under Users, click Workgroup List.
    The Workgroup View screen displays.
  2. Click Create. A text box appears.
  3. Type a name for the new workgroup, and click ok.
  4. From the list of users on the right side of the screen, select the names of the users you want to add to the workgroup.

    Note: If your list of users is large, you can search for a specific user or subset of users:
  5. In the Find box, type all or part of either of these user fields:

    Name
    Email

  6. Click Go.
    A list of the users that match your search string displays.
    Note: The Find function will search your entire list of users, even if you are currently viewing a subset of users in a particular workgroup.
  7. From the Checked Item Action list, select Add Checked to Workgroup.
    The Select Workgroup list appears.
  8. From the Select Workgroup list, select the workgroup to which to add the selected users, and click Go.
    The selected users are added to the workgroup.

    Note: You can drag users into workgroups: Click the name of a user and drag the user to a workgroup while holding the mouse button.