Handbook X iOS/Mac App Manual

11. Workgroups

Workgroups are the basic unit for managing users and content.

Workgroup Screen

Select "Workgroup" from the side menu to display the workgroup screen.

Toolbar

Position Item Description
Left Menu Open side menu
Center Tab Switch Toggle between "Owned Workgroups" and "Joined Workgroups"
Right Refresh Refresh workgroup list
Right Add/Join Create new (Owned tab) or Join (Joined tab)

Tab Types

Owned Workgroups

Manage workgroups you own.

Screen Layout

Workgroups are displayed in collapsible sections:

Workgroup Header

Each workgroup header displays the following items:

Item Description
Workgroup Name Name of the workgroup
Use Participation When ON, other users can request to join
Add Member Button to invite members
Delete Button to delete the workgroup (red trash icon)
Expand/Collapse Arrow to expand/collapse the section

Member List

When a workgroup is expanded, the member list is displayed:

Item Description
Profile Image Member's avatar
Name Member's name
Email Member's email address
Permission Permission dropdown (see below)
Delete Button to remove the member

Member Permissions

The following permissions can be set from the permission dropdown:

Permission Description
No Sharing Rights Can only view books
Sharing Rights Admin Can manage book sharing settings
Owner Full management rights for the workgroup

Pending Invitations

Members who have been invited but haven't accepted yet are also shown in the list:

Creating Workgroups

Creation Steps

  1. Select the "Owned Workgroups" tab
  2. Tap "Add" on the right side of the toolbar
  3. The workgroup creation dialog appears
  4. Enter the workgroup name
  5. Tap "Create"

After Creation

Inviting Members

Invitation Steps

  1. Tap the Add Member button on the workgroup header you want to invite to
  2. An email address input dialog appears
  3. Enter the email address of the user to invite
  4. Tap "Invite"

After Invitation

Use Participation Settings

When the "Use Participation" toggle is ON, a QR code icon appears.

Inviting via QR Code

  1. Tap the QR code icon
  2. A QR code for joining the workgroup is displayed
  3. Other users can scan the QR code to request to join

Deleting Workgroups

Deletion Steps

  1. Tap the delete button (red trash icon) on the header of the workgroup you want to delete
  2. A confirmation dialog appears
  3. Enter the workgroup name to confirm
  4. Tap "Delete"

Warning: Deleting a workgroup will delete all member data. This action cannot be undone.

Joined Workgroups

If you've joined other users' workgroups, they appear in this tab.

Screen Layout

Leaving a Workgroup

  1. Swipe left on the row of the workgroup you want to leave
  2. The exit button appears
  3. Tap "Exit"
  4. Tap "OK" in the confirmation dialog

Note: After leaving, you will no longer have access to books in that workgroup.

Joining Workgroups

Join Steps

  1. Select the "Joined Workgroups" tab
  2. Tap "Join" on the right side of the toolbar
  3. Select a join method:
  4. QR Code Scan: Read a QR code with the camera
  5. Enter Invitation Code: Manually enter an invitation code

After Joining


Previous Section: 10. Access Codes

Next Section: 12. Account Management