Create a Workgroup

Note. The person creating a workgroup becomes an Admin of that workgroup and cannot be removed from it.

To add a new workgroup

1. Navigate to Designer View | Access | Manage Work groups. The list of existing groups displays:

Note. Select the My Groups checkbox to show only groups that you are a member of.

The number of members in any group is shown under the Edit Membership column.

1. Click Add New Group. The Create New Group dialog displays:

1. Enter a name for the group.
2. Complete the other fields as required.
3. When complete, click Save.

To edit workgroup properties

1. Navigate to Designer View | Access | Manage Work groups.
2. Select the Edit icon under Edit. The group details page displays:

1. Edit the details as required.

You can temporally disable a workgroup by deselecting the Enabled checkbox.

1. When complete, click Save.

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