9. Workgroups
Workgroups are the basic unit for managing users and content.
Workgroup Screen
Select "Workgroups" from the side menu to display the workgroup screen.
Toolbar
| Position | Item | Description |
|---|---|---|
| Left | Menu (≡) | Open the side menu |
| Center | Tab Switcher | Switch between "Owned Workgroups" and "Joined Workgroups" |
| Right | Refresh (↻) | Refresh the workgroup list |
| Right | Add/Join | "Add Workgroup" (owned tab) or "Join Workgroup" (joined tab) |
Tab Types
- Owned Workgroups: Workgroups you have created and manage
- Joined Workgroups: Workgroups you have been invited to and joined
Owned Workgroups
Manage workgroups you own.
Screen Layout
Workgroups are displayed in a collapsible list format:
- My Workgroup: Your personal workgroup (always shown). Only members you have personally invited are displayed here. Books shared via "Sharing" or "Access Codes" are not shown in My Workgroup.
- Created Workgroups: Additional workgroups you have created
Tap the arrow icon (∨ / >) to the left of a workgroup name to expand/collapse it.
Workgroup Header
Each workgroup header displays the following items (for owners):
| Item | Description |
|---|---|
| Expand/Collapse Arrow | ∨ (expanded) / > (collapsed) |
| Workgroup Name | Name of the workgroup |
| Join Requests | Turn the switch ON to allow other users to submit join requests |
| QR Code Icon | Display the workgroup join QR code (shown when join requests are ON) |
| Add Member Icon (👤+) | Button to invite members |
| Delete Icon (🗑) | Button to delete the workgroup |
Member List
Expanding a workgroup displays the member list:
| Item | Description |
|---|---|
| Profile Image | Member's avatar (initials or image) |
| Name | Member's full name |
| Member's email address | |
| Permission | Permission dropdown or "Owner" label |
| Delete Button (🗑) | Button to remove the member |
Member Permissions
The following permissions can be set from the permission dropdown:
| Permission | Description |
|---|---|
| No Sharing Permission | Can only view books |
| Sharing Permission | Can share books |
| Sharing Admin... | Can manage book sharing settings |
| Owner | Full management permission for the workgroup (displayed as text, not a dropdown) |
Creating Workgroups
Steps to Create
- Select the "Owned Workgroups" tab
- Tap "Add Workgroup" on the right side of the toolbar
- The add workgroup dialog appears
Add Workgroup Dialog
| Position | Item | Description |
|---|---|---|
| Left | Close | Close the dialog |
| Center | Add Workgroup | Dialog title |
| Right | Add | Create the workgroup |
Input Fields: - Workgroup Name: Enter the name for the workgroup
- Enter the workgroup name
- Tap "Add"
After Creation
- You are automatically registered as the owner
- You can now invite members
Inviting Members
How to Invite
- Tap the add member icon (👤+) on the header of the workgroup you want to invite members to
- The email address input dialog appears
- Enter the email address of the user you want to invite
- Tap "Invite"
After Inviting
- An invitation email is sent
- The user appears as "Pending" in the member list
- The user becomes a full member upon accepting the invitation
Join Requests and QR Codes
Turn the "Join Requests" switch ON to display the QR code icon.
QR Code Invitations
- Tap the QR code icon
- The "Workgroup QR Code" dialog appears
QR Code Dialog Layout
| Position | Item | Description |
|---|---|---|
| Left | Close | Close the dialog |
| Center | Workgroup QR Code | Dialog title |
| Right | Share Icon | Share the QR code |
Dialog Content: - Workgroup name - QR code image - Description: "Use this QR code to easily apply to join the workgroup" - "Download Workgroup QR Code Image" link
Using the QR Code
Other users can scan the QR code with the Handbook X app to submit a join request. They can also scan the QR code directly using the device camera.
Deleting a Workgroup
How to Delete
- Tap the delete icon (🗑) on the header of the workgroup you want to delete
- A confirmation dialog appears
- Enter the workgroup name to confirm
- Tap "Delete"
Warning: Deleting a workgroup removes all member data. This action cannot be undone.
Joined Workgroups
Workgroups you have joined (by invitation from other users) are displayed on this tab.
Screen Layout
- "Joined Workgroups" heading
- Joined workgroups are displayed in a list
- Each row shows the email address and a leave icon
Leaving a Workgroup
- Tap the leave icon (📤) on the row of the workgroup you want to leave
- Tap "OK" in the confirmation dialog
Note: After leaving, you will no longer have access to that workgroup's books.
Joining Workgroups
How to Join
- Select the "Joined Workgroups" tab
- Tap "Join Workgroup" on the right side of the toolbar
- The join dialog appears
Join Dialog
| Position | Item | Description |
|---|---|---|
| Left | Close | Close the dialog |
| Center | Join Workgroup | Dialog title |
| Right | Join | Submit a join request |
Input Fields: - Workgroup URL: Enter the workgroup join URL
Joining via QR Code
You can also scan a workgroup QR code with the device camera to submit a join request directly.
After Joining
- A join request is submitted
- Once the workgroup owner approves, you will have access to the books
Previous section: 8. Access Codes
Next section: 10. Account Management