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A Workgroup is a collection of employees working together to achieve a common goal. The nature of the goal can be project-specific – for example, a team of employees collaborating on a Service Desk item – or by function, such as Telecom, Programming, etc.

Workgroup tabs

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Adding a Workgroup

Navigate to Main > People > Workgroups to open the Workgroups Grid.

To add a new Workgroup to the Grid, click the Addbutton immediately above the Grid. 

Add New Workgroup form exampleImage RemovedAdd New Workgroup form exampleImage Added

In the Workgroup data entry form, the User is prompted to define a number of fields. The Workgroup Name is the first required field.

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Keep in mind that not all Workgroups can be deleted. A Workgroup can only be deleted if all the Workers assigned to it are associated with at least one other Workgroup.

Workgroup tabs

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Workgroups Tabs
Workgroups Tabs

Default Workgroup Rates

When a Workgroup is added, either by selecting a Worker or adding the Workgroup, the Rate will automatically populate based on the value defined by the Workgroup.

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