- Once you have a workgroup created, you can add employees to that group to collaborate. Click on Workgroups to the left side of your screen and then click on the workgroup to add a user.
- From there, scroll down to Workgroup Members and click on EDIT to add a new member
- Then click on the box to add additional users and hit SAVE
Note: A user can only be assigned to one workgroup at a time.
If any changes are made to a workgroup, such as adding or removing users or deleting and re-creating the workgroup, all users in that group must sign out and log back in to see the updates.
If any changes are made to a workgroup, such as adding or removing users or deleting and re-creating the workgroup, all users in that group must sign out and log back in to see the updates.