To create a new workgroup, follow these steps:
1) From the top menu, choose "Add New" and then choose "Workgroup". This will bring
you to the first step in the Create Workgroup wizard - Workgroup Type.
2) Select the type of workgroup you want to create - be sure to read the descriptions
carefully. If need be, select a category for the type of workgroup you want to create.
Then click the green "Next Step" button.
3) This brings you to step 2 of the wizard - Custom Features. Here is where you name the
workgroup, give a short overview of the workgroup's objectives, choose whether
people can request access to the workgroup, choose whether pending members get
communications (for instance, an email sent from within the group), and select what
options you want available for the workgroup. Then click the green "Next Step"
button.
4) In the next step, Add Members, you will start off by choosing a role for the
workgroup's creator. Choose the role and click "Add Creator Role". Next, you will add
members to the workgroup by typing the first few letters of their last name in the
"Select a member" box. When the person's name appears, click their name, select a
role for them in the workgroup and click "Add Contact". Their name will then appear
in the "Invited List" to the right. Do the same for each person you wish to add to the
group. When finished adding members, click "Next Step".
5) The next step, Notify Members, is where you can add a custom welcome message to
the users you are adding to the workgroup. Type in your message and click "Notify" if
you wish to notify them, or "Do Not Notify" if you do not.
6) The last step, Complete, is where you will confirm all aspects of the workgroup (from
Main Group Information to Invited Users and Groups to Group Notification Info). If you
need to make changes to any section, just click on the corresponding gold "Edit"
button, and you will be able to make changes to the section. If no changes are
necessary and you are finished, click "Add Workgroup". You will receive a message
that the group has been created and that the links for your workgroup will appear in
your account. You will then be taken to the home page of your workgroup.