Adding Workgroups

Procedure

To add workgroups:

1. Select Admin from the Main menu.
   The Admin Home Page appears.

2. From the Policy Administration tab, select Workgroup Setup.
   The Workgroups screen appears.

3. Click Add.
   The Workgroup Details screen appears.

4. Enter a name and optionally a description to identify the workgroup, and click Save.
   The Users section of the screen appears.

5. In the Users section, click Add.
   A pop-up screen of users appears.

6. Select the check boxes in the rows for the users you want to add, and click Save at the bottom of the pop-up screen.
   The Users section of the Workgroup Details screen displays the users you selected. By default, the user is given an Active status, but you can change the status at any time. See Inactivating and Activating Collectors in Workgroups.