Creating a Workgroup

If your system administrator has granted you the capability to create workgroups, you will see a new button in the Edit Workgroups dialog.

1. Log in with your user login credentials.
2. Select Sessions > Manage Workgroups.
3. In the Edit Workgroups dialog, click on the New Workgroup button (circled below).
4. In the New Workgroup dialog, fill in Workgroup Name (no spaces or apostrophes), Display Name, and Description.
5. Select checkboxes next to users who will be in the workgroup, select a role for them from the drop-down list that appears when they are selected, and select a workgroup administrator.
6. Click on the Create button when you are finished.
   
7. In the Edit Workgroups dialog, click OK.

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