Workgroups

Associate users with resources by allocating the users and resources (including screens, projects, work orders and after-sales orders) to the same workgroup to enable user and resource management by workgroup.

1. From the navigation bar on the left, choose Permissions > Workgroups.

2. View the workgroup tree, or search for a workgroup by name. (The users, screens, projects, work orders and after-sales orders allocated to the workgroup are displayed.)

3. Create sub-workgroups.

   1. Hover the mouse over a workgroup name and click .
   2. Enter a name for the sub-workgroup and click OK.

4. Change the workgroups of users and resources. (In case of team member turnover or position changes, the users and resources such as screens in a workgroup can be quickly changed.)

   1. On a user list or resource list, click Change Workgroup in the Action column.
   2. Select a workgroup and click OK.