Creating a Work Group

1. In the Administration section, click  Manage work groups.
2. In the upper-right corner of the screen, click  Create new work group.
3. Enter the following work group details:
   • (Required) Name — the name of the work group.
   • Description — a description of the work group.
   • Work group active  — select the Work group active checkbox to set the status to active (default); users cannot access inactive work groups.
   • Default answers
     • Default answers template — select a template to use as the default answer set interview in the work group.
     • Standard users can edit default answers — select the Standard users can edit default answers checkbox to allow standard users to edit default answers on the work group. Site Administrators and Content Administrators can edit default answers in both checkbox states.
   • Templates
     • Work group contains all templates — select the Work group contains all templates checkbox to include all templates in the work group. Deselect the checkbox to include only the templates you choose from the list below.
     • Templates — select templates to include in the work group. You cannot select templates if the Work group contains all templates status is checked.
   • Permissions
     • Access permissions — assign user groups access to the work group. Users in the selected user groups can assemble the templates selected above.
   • Workflow
     • Work items use a workflow — select the Work items use a workflow checkbox to enable work group's use of workflows on work items.
4. Click Create.

The new group appears in the Work groups list.