Managing Workgroups

Managing Workgroups

1.  Intro

Creating, editing, and deleting groups (teams/locations/departments/sites) known as ‘Workgroups’ in the Emex platform, and users is actioned through the ‘Administration’ tab. Workgroups are used to manage the visibility of data for audiences, and can be organised to reflect the company’s organisational structure.

2. What system roles do I need?

Only those users who are assigned any of the following roles:
  1. Group System Admin
  2. Workgroup Admin

3. How do I access workgroups?

1. Click on the admin module from the menu

2 Click on the System Configuration Tab


3. Click on the Workgroups link


4. Workgroups listing page will be available

4. What can I do in workgroups?

Within workgoups you can do the following:
  1. Filter for existing workgroups
  2. Edit existing workgroups
  3. Create new workgroups


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