Overview

Workgroups are sets of users who work together and perform common business functions.  Many of the detail pages in nVIRO allow the assignment of an item (such as a Submission) to a workgroup and a user. Workgroups are defined and managed from the via the Administration menu.  (See Workgroup Administration for details on adding and editing workgroups.)

Workgroup membership, in combination with Security Group roles, impact the effective permission that a user has in the system.  See Security Groups for information on security role scope and workgroups

Specifying a workgroup and user on a record

Workgroups and users are assigned in one of two methods:

• via the submission inbox or
• via editing a specific record (e.g., permit, evaluation, compliance action)

These methods are described below:

Assigning a workgroup via the submission inbox

See Using the Inbox to Search for and Assign Submissions for details on 

Assigning a workgroup and user to a specific record

Assignment of a workgroup and user to a specific record is requires a user to first select a workgroup, then select the user.    This This is implemented in the same manner throughout nVIRO using the fields shown below.

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Once a workgroup has been selected, the user field (e.g., processor in the above example) is populated with the list of users that who are members of the workgroup, enabling a specific user to be assigned.

Viewing your own workgroup membership

To view the workgroups that you are a member of:

• Hover over your name in the toolbar
  • The text will change to Profile & Settings  

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• Click Profile and Settings
  • Your user profile will be displayed
• Click the Groups tab at the top of the screen 

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• The list of workgroups that you are a member of will be displayed

Viewing a user's workgroup membership

Users with Security Administrator roles may view a other user's workgroup membership.

To view a user's workgroup membership

• Click Admin

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• Click Users from the Administration menu

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• Search for the user for which you wish to view workgroup membership using the search dropdown or by filtering on the user list
• Click Open to access the user record
  • The user details screen will be displayed
• Scroll down on the page to the Security Groups control which lists all security groups for which the selected user is a member

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