Workgroups
Overview
Workgroups are sets of users who work together and perform similar business functions. Many pages in nVIRO allow a record (such as a submission) to be assigned to a workgroup and a user.
Workgroups are defined and managed via the Administration menu. For information on adding and editing workgroups, see the Workgroup Administration page.
Workgroup membership and security group roles affect a user’s permissions in nVIRO. For information on security group roles, see the Security Groups page.
Assigning Records to a Workgroup and User
Workgroups and users can be assigned either through the submission inbox or by editing the record directly.
Assigning via the Submission Inbox
For details on this method, see the Using the Inbox to Search for and Assign Submissions page.
Assigning by Directly Editing a Record
To directly assign a workgroup and user to a record:
Navigate to the Details tab of the record’s Details page.
Select a workgroup from the Workgroup dropdown field.
Select a user from the User dropdown field. Available users are determined by the selected workgroup.
The label for the User field varies by functional area.
Viewing Workgroup Membership
To view the current user’s workgroup membership, open the User Profile page and navigate to the Groups tab.