6. Workgroup
A workgroup is a feature for managing users and content at the organization or team level. By creating a workgroup and inviting members, you can share books within the team.
Note: The Workgroup tab is only available to users with plans that include workgroup features (Enterprise, Business, Team) or users with administrator privileges (Owner/Admin). This tab will not be displayed if these conditions are not met.
6.1 Workgroup List
Opening the Workgroup tab displays a list of workgroups.
Display Modes
- Owned Workgroup: Workgroups you have created (own)
- Joined Workgroup: Workgroups you have joined via invitation
You can switch between displays using the switch at the top of the screen.
6.2 Owned and Joined Workgroups
Owned Workgroup
Workgroups you have created. The following operations are available:
- Change workgroup settings
- Invite/remove members
- Change member roles
- Delete workgroup
Joined Workgroup
Workgroups you have joined via invitation. Available operations vary by sharing privilege.
| Sharing Privilege | Description | Available Operations |
|---|---|---|
| Manage sharing privilege | Can manage book sharing settings | Invite members, change sharing privileges, etc. |
| With sharing privilege | Can share books | Create/edit books |
| No sharing privilege | View-only access | View books |
6.3 Creating a Workgroup
To create a new workgroup:
- Click the Add button in Owned Workgroup mode
- The Add Workgroup dialog appears
- Enter the following information:
| Item | Required | Description |
|---|---|---|
| Workgroup Name | ○ | Name of the workgroup |
| Description | - | Description of the workgroup |
| Allow Participate | - | Public/private setting |
- Click the Create button
Allow Participate Setting
- Participate (Public): Anyone can send a join request
- Invite (Private): Only invited users can join
Workgroup Creation Limits
The number of workgroups you can create varies by plan.
| Plan | Max Workgroups |
|---|---|
| Free | 1 |
| Personal | 1 |
| Team | 5 |
| Business | Unlimited |
| Enterprise | Unlimited |
Note: Once you reach the limit, you cannot create new workgroups. If you see the message "too many workgroups", please consider upgrading your plan.
Workgroup Member Limits
The number of members you can invite to each workgroup also varies by plan.
| Plan | Max Members |
|---|---|
| Free | 3 |
| Personal | 5 |
| Team | 6+ (can be increased with plan) |
| Business | 50+ (can be increased with plan) |
| Enterprise | Configured per plan |
Note: The member count does not include the workgroup owner.
6.4 Joining a Workgroup
Joining via Invitation (Cloud Version)
- Receive an invitation email
- Click the link in the email
- Log in to join the workgroup
Join Request (Cloud Version)
You can send join requests to public workgroups.
- Click the Join button in Joined Workgroup mode
- The Join Workgroup dialog appears
- Enter the workgroup ID or name you want to join
- Click the Join button
- You can join once the workgroup owner or admin approves
Checking Invitation Notifications (Cloud Version)
- Click the Notification button in Joined Workgroup mode
- The Invitation Notification dialog appears
- Accept or Reject the invitation
6.5 Workgroup Settings
To change workgroup settings:
- Click the Settings button (
) in the workgroup list
- The Workgroup Settings dialog appears
- Modify the settings
- Click the Save button
Configurable Settings
| Item | Description |
|---|---|
| Workgroup Name | Display name of the workgroup |
| Description | Description of the workgroup |
| Allow Participate | Toggle public/private |
6.6 Member Management
For details on member management, see 6.6 Member Management.
6.7 Importing and Exporting Users
Importing Users
You can bulk import users from a CSV file.
- Click the Import button (
)
- The Import dialog appears
- Select a CSV file
- Preview the content
- Click the Import button
CSV File Format
Email,LastName,FirstName,SharingPrivilege
user1@example.com,Yamada,Taro,editor
user2@example.com,Suzuki,Hanako,reader
| Column | Required | Description |
|---|---|---|
| ○ | User's email address | |
| LastName | - | User's last name |
| FirstName | - | User's first name |
| SharingPrivilege | - | admin/editor/reader (default: reader) admin=Manage sharing privilege, editor=With sharing privilege, reader=No sharing privilege |
Exporting Users (Cloud Version)
You can export workgroup member information as a CSV file.
- Click the Export button (
)
- A CSV file is downloaded
6.8 QR Code Invitation
Note: This feature is only available in the cloud version.
You can easily invite users using a QR code.
- Click the QR Code button
- The QR Code dialog appears
- Print or save the QR code as an image
Users can scan the QR code in the app to send a join request.
6.9 Device Restrictions
A feature that allows access only from specific devices.
Note: Device restriction availability varies by plan.
- Click the Device Restrictions button
- The Device Restrictions dialog appears
- Configure restrictions:
- Platform Restrictions: Allow/prohibit iOS, Android, macOS, Windows
- Device ID Restrictions: Allow only specific device IDs
- Click the Save button
Registering Device IDs
- Device IDs are recorded when users log in from the app
- Administrator approves the device IDs
- Only approved devices can access
6.10 Leaving a Workgroup
To leave a workgroup you have joined:
- Select the workgroup in Joined Workgroup mode
- Click the Quit button on your row in the member list
- Click Quit in the confirmation dialog
Note: After leaving, you will no longer be able to access books in that workgroup.
6.11 Deleting a Workgroup
To delete a workgroup you own:
- Select the workgroup in Owned Workgroup mode
- Click the Delete button (
)
- Click Delete in the confirmation dialog
Note: Deleting a workgroup also deletes: - All books in the workgroup - All sharing settings - All groups
This action cannot be undone.