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Creating and managing a workgroup

A workgroup is the stack of all research projects belonging to a specific team or group in an organization. 

Creating a workgroup

  1. Open Zoho ResearchStudio.
  2. In the create workgroup dialog that is displayed, add a name for your workgroup and click Create Workgroup.
  3. Add members to your workgroup by entering their email addresses and assigning roles to them. Click here for workgroup roles and their privileges.
  4. Click Invite.
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Note: The creator of a workgroup will be assigned the Super Admin role. They can add members to Admin or User roles. Members can be a part of multiple work groups in ResearchStudio.
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Note: You can switch between work groups by clicking the workgroup name at the top-right corner and choosing the work groups displayed in the drop-down option.

Managing work groups

Workgroup roles and privileges
  

Role
Privileges
 
Manage Members
Manage  Roles
Create Global Tags
 
 
 
Create Studies
Create Projects
Delete workgroup
Super Admin
Yes
Yes
Yes
Yes
Yes
Yes
Admin
Yes
Yes
Yes
Yes
Yes
No
Member
No
No
No
Yes
No
No

Workgroup actions

Rename or delete a workgroup

  1. Open your desired workgroup and click Settings in the left pane.
  2. Click Settings. To rename your workgroup, click the text box next to Workgroup name and enter an appropriate name for the workgroup. To delete the workgroup, click Delete Workgroup.
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Note: Only a Super Admin can delete a workgroup.

Workgroup Limitations

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Limit of members you can add to a workgroup - 200 including super admin
Limit of work groups - A user can create only one workgroup
Limit of work groups - A user can be a part of ten workgroups

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Updated: 20 days ago
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