Workgroups are teams of users or an individual assigned tasks to complete in PEXA. By allocating a Workspace to a Workgroup, you assign responsibility for the completion of some tasks in the Workspace to the Workgroup.
Workspaces are allocated to Workgroups at the time of creation but the Workspace can be assigned to additional Workgroups or re-assigned or removed from Workgroups at anytime.
Note: A Workspace can only be removed from a Workgroup when you hold the appropriate access.
Allocate Workspace to Workgroup
From Your Dashboard, find the appropriate Workspace and select View to open it.
Select Workspace Settings from the left navigation panel.
Scroll down to the Allocate Workspace to Workgroup section and check the current Workgroup allocation.
To add another Workgroup, select Edit.
Start typing the Workgroup name or select the Workgroup from the list.
Select the Allocate to Workgroup button.
Result: The Workgroup allocation section will now display the existing and the new Workgroup.