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How to Create Workgroup?

Overview

Workgroup is available in Growth and Big Firm plan.

Workgroup is the highest level of permission. Unlike group, Workgroup has its own dashboard which can only be viewed by the workgroup leader.


How to Create Workgroup?

  1. Go to Setting > Systems > Group, Role and Permission.
  2. Look for Workgroup tab.
  3. Click Add Workgroup button.
  4. Enter all the information required; Workgroup name, Leader, Monthly revenue, description (if necessary) and select relevant groups to be included in this Workgroup.
  5. Click Save Workgroup to finalize it.