Creating Workgroups

Included with Digital 360 Health Office Module

Workgroups are groups of users who are authorized to use specific features. Depending on the feature, you can customize if the workgroup has privileges to view, add, edit, or delete.

One workgroup might include administrators with full access to the Digital 360 Health platform, while another may only have access to view certain items like survey responses and the general schedule. 

 

To create a workgroup, follow these steps:

  1. Go to Setup.
  2. Click Workgroups.
  3. Click Add Workgroup.
  4. In the Name box, enter a name for this group.
  5. Optional: Enter a description and choose a user type.
  6. Click Save.

To customize workgroup features, follow these steps:

  1. Click Features for the corresponding group.
  2. Click the toggle for each feature you would like this group to access, then click Save.

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