Workgroups or help to keep you and your team organized. Say you're a real estate agent. You want the whole office to have access to listings and promotional material but you want client information to be limited to a smaller group.
That's where workgroups come in handy!
You can separate your teams and work into different workgroups under one company.
Forgot how workgroups work? Check out this article for a quick refresh!
❗ But don't forget! Workgroups are only available to accounts that have a 'Company' setup. Accounts that are only using their 'Personal Scope' do not have a 'Company' account and cannot create workgroups. You can create these groups two ways.
To create a group via the setup menu:
Go to the setup menu via the left side navigation menu.
Locate 'Companies and Workgroups' and
Proceed.Select
+ Add Workgroupin the upper right corner.Name your group and decide if it should be a workgroup and then select
Create.The new group will appear in the group list. Note, if you want to create a sub-group (for example a group below workgroup A) select the
+next to the group itself. The+ Add Workgroupoption will add groups at the same tier as the group you are currently in.
To create a group via the Company page:
Select your company in the context navigation drop down menu. Note, you must be a Company Admin to have access to this page.
Select
Workgroupsin the left side navigation menu.Select
+ Add Workgroupin the upper right corner.Name your group and decide if it should be a workgroup and then select
Create.The new group will appear in the group list. Note, if you want to create a sub-group (for example a group below workgroup A) select the
+next to the group itself.
