Use Workgroups to share reports

 We recommend that you plan your workgroups before creating reports since a workgroup must be assigned when creating a report.

MRP’s Workgroup feature makes it easy to share your results with multiple people. As new members are added to a workgroup, they’ll automatically gain access to the report previously shared with that workgroup.

For example, if you create a workgroup with the name “Montreal Office” and add five users, you can instantly use this workgroup to share reports with them, just by sharing the report with the workgroup. If you add another user later, that user automatically inherits permission to access the reports shared with the workgroup. Similarly, if you remove a member from a workgroup, that user no longer has access to any content shared with the workgroup.

Creating a new workgroup

1. Navigate to the “Workgroups” window. (Menu > Settings > Workgroups)
2. Click the “Add” button.
3. Type the new workgroup’s name in the “Workgroup Name” field.
4. Add the users (if any) that should be members of this new workgroup.
5. Add the reports (if any) that should be visible to members of this new workgroup.
6. Click the “save” checkmark to create this workgroup.

Managing the users in a workgroup

1. From the “Workgroups” window, use the pick-list to search for and select the workgroup that you wish to modify.
2. Click the “User” button.
3. The users listed under “Users Assigned” panel are members of the workgroup, while those listed in the “Users Available” panel are not.
4. Click the plus icon () next to the user to be granted membership to this workgroup and they will move from the “Users Available” panel to the “Users Assigned” panel.
5. Click the remove icon (X) next to the user(s) to be removed from this workgroup and they will move from the “Users Assigned” panel to the “Users Available” panel.
6. Click the “save” checkmark to commit the changes to this workgroup.

Adding a report to a workgroup

1. From the “Workgroups” window, use the pick-list to search for and select the workgroup that you wish to modify.
2. Click the “Reports” button.
3. The reports listed under “Reports Assigned” are visible to members of the workgroup, while those listed in the “Reports Available” panel are not.
4. Click the plus icon () next to the report(s) to be shared with this workgroup and they will move from “Reports Available” to “Reports Assigned”.
5. Click the remove icon (X) next to the report(s) to be removed from this workgroup and they will move from “Reports Assigned” to “Reports Available”.
6. Click the “save” checkmark to commit the changes to this workgroup.

Adding a workgroup to a report