Melissa - Mar 06, 2010 05:33pm
I am trying to set up a client who’s new to Solve 360. He set himself with 6 users. I don’t understand using the users vs. workgroups. I wants to be able to oversee what everyone is doing. Can you help?
Hi Melissa, the last paragraph on this post might help you out:
http://norada.com/forums/viewthread/616/
and this one:
http://norada.com/forums/viewthread/862/
Basically if your client has 6 users, but only wants to make some projects or contacts available to 2 of those users, he can create a workgroup so that only those 2 people will see those projects or contacts
To set a workgroup and control who has access go to: Workspace->Set Security Workgroups.
Hope that helps. You can also search (top right hand corner) the forum for the word ‘workgroup’ and see what comes up