Create
To create a new Workgroup:
1. Select the Workgroup tab → Create New → Workgroup.
2. Select the Workgroup Type.
3. Click Create.
Permissions
Full: Allows all workgroup members to send file packages to other individuals in the same workgroup.
Workgroup Admin-Only: Workgroup members can only send file packages to the workgroup administrator, and the workgroup administrator cannot send to workgroup.
Restricted: All workgroup members cannot send file packages to other individual workgroup members.
Member Management
The workgroup administrator’s management permissions:
- Existing Users: Workgroup admins can add or remove exiting users.
- New Users: Workgroup admins cannot add or remove new users.
The following options are available for existing member management:
- Set standard access
- Set as workgroup admin
- Deactivate
- Activate
- Remove
To add a user to a workgroup:
1. Select the Workgroup Name from the Workgroups tab.
2. Select View Members.
3. Enter the user’s name in the Members field. Click Add User.
2. Select View Members.
3. Enter the user’s name in the Members field. Click Add User.