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 work group's name.
   • (Optional) Description — a description of the work group.
   • (Optional) Set default answers template — select a template to use as the default answer set interview in the work group.
   • Active status — either Active or Inactive; users cannot access inactive work groups.
   • Templates status — toggle the templates used by the work group. Either:
     • Work group contains all templates (default) – all templates uploaded to the Advance site are included in the work group
     • Work group contains selected templates – only the templates selected in the Templates tab are included in the work group
   • (Optional) Templates — select templates to include in the work group; you cannot select templates if you selected the Work group contains selected templates option for the All Templates status.
   • (Optional) Access permissions — assign user groups access to the work group. Users in the selected user groups can assemble the templates selected above.
   • Workflows — toggle the work group's use of workflows on work items. Either:
     • Work items don't use a workflow (default) – work items in the work group do not use workflows
     • Work items use a workflow – work items in the work group do use workflows
4. Click Create.

The new group appears in the Work groups list.