Adding a new workgroup

You will only be able to add new workgroups if you have an Enterprise edition and if you have Objective Connect Link for Objective ECM where multiple workgroups are possible.

Note:  Creating a new workgroup takes a little bit of time, as you will need to provide the following information to the Objective Connect Team. Then the Objective Connect Team will require time to set up the workgroup from their end.

In order for the new workgroup to be synchronised with Objective Connect and Objective ECM:

  • Consider the following:
    • Whether you would like to use an existing certificate or provide a new certificate for the different workgroup.
    • The setup of your domains - whether they are owned or not, and whether any new domains will need to be associated with existing or new workgroups.
  • Create a new workgroup in Objective Connect (as below).
  • Take note of the workgroup UUID (this is available from the URL).
  • Send the Objective Connect Team a request to create a new workgroup providing them with the workgroup UUID.
  • The Objective Connect Team will then send you an agent-login and agent-password for the new workgroup which needs to be included in the install.xml properties file. See the Configuring multiple workgroups section of the Objective Connect Link for Objective ECM Installation and Configuration Guide for more details.
  • Set up this workgroup in Objective ECM.

  1. As an administrator in Objective Connect, select your username in the top right-hand corner of the page and choose the Enterprise / workgroup option from the drop-down menu.

    The Workgroup page displays.

  2. Select Create workgroup in the Summary section of the page.
  3. Enter the name of the new workgroup in the popup dialog.

  4. Select Create.

    The New workgroup page displays.

  5. Select +Add on the logo to include a logo for the new workgroup.
  6. Change the existing name of a workgroup.
    1. Select for the workgroup name.
    2. Edit the existing workgroup name.

    3. When you have finished, select:

      • to accept and save your changes and exit edit mode.

      • to discard your changes and exit edit mode.

  7. Add members to the workgroup and create workspaces.

See also

Assigning roles to a workgroup member

Enabling or disabling a workgroup member

Transferring members to a workgroup

Transferring users between workgroups

Transferring ownership of a workspace

Viewing workgroups