Handbook X Coordinator WebUI Manual

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

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:

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:

  1. Click the Add button in Owned Workgroup mode
  2. The Add Workgroup dialog appears
  3. Enter the following information:
Item Required Description
Workgroup Name Name of the workgroup
Description - Description of the workgroup
Allow Participate - Public/private setting
  1. Click the Create button

Allow Participate Setting

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)

  1. Receive an invitation email
  2. Click the link in the email
  3. Log in to join the workgroup

Join Request (Cloud Version)

You can send join requests to public workgroups.

  1. Click the Join button in Joined Workgroup mode
  2. The Join Workgroup dialog appears
  3. Enter the workgroup ID or name you want to join
  4. Click the Join button
  5. You can join once the workgroup owner or admin approves

Checking Invitation Notifications (Cloud Version)

  1. Click the Notification button in Joined Workgroup mode
  2. The Invitation Notification dialog appears
  3. Accept or Reject the invitation

6.5 Workgroup Settings

To change workgroup settings:

  1. Click the Settings button (Settings) in the workgroup list
  2. The Workgroup Settings dialog appears
  3. Modify the settings
  4. 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.

  1. Click the Import button (Import)
  2. The Import dialog appears
  3. Select a CSV file
  4. Preview the content
  5. 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
Email 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.

  1. Click the Export button (Export)
  2. 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.

  1. Click the QR Code button
  2. The QR Code dialog appears
  3. 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.

  1. Click the Device Restrictions button
  2. The Device Restrictions dialog appears
  3. Configure restrictions:
  4. Platform Restrictions: Allow/prohibit iOS, Android, macOS, Windows
  5. Device ID Restrictions: Allow only specific device IDs
  6. Click the Save button

Registering Device IDs

  1. Device IDs are recorded when users log in from the app
  2. Administrator approves the device IDs
  3. Only approved devices can access

6.10 Leaving a Workgroup

To leave a workgroup you have joined:

  1. Select the workgroup in Joined Workgroup mode
  2. Click the Quit button on your row in the member list
  3. 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:

  1. Select the workgroup in Owned Workgroup mode
  2. Click the Delete button (Delete)
  3. 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.


← Previous: 5. Groups | Next: 6.6 Member Management →