9. 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 switcher | Switch between "Owned Workgroups" and "Joined Workgroups" |
| Right | Refresh (↻) | Refresh 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 joined by invitation from other users
Owned Workgroups
Manage workgroups you own.
Screen Layout
Workgroups are displayed as a collapsible list:
- My Workgroup: Your personal workgroup (always displayed). Only members you have invited and shared with individually are shown here. Books shared via "Share" or "Access code" are not listed in My Workgroup.
- Created Workgroups: Additionally created workgroups
Click the arrow icon (∨ / >) to the left of workgroup name to expand/collapse.
Workgroup Header
Each workgroup header shows the following items (for owners):
| Item | Description |
|---|---|
| Expand/collapse arrow | ∨ (expanded) / > (collapsed) |
| Workgroup name | Name of the workgroup |
| Join Request | Switch to allow other users to request to join |
| QR code icon | Display workgroup join QR code (shown when Join Request is ON) |
| Add member icon (👤+) | Button to invite members |
| Delete icon (🗑) | Button to delete workgroup |
Member List
When a workgroup is expanded, member list is displayed:
| Item | Description |
|---|---|
| Profile image | Member avatar (initials or image) |
| Name | Member's name |
| Email address | Member's email address |
| Permission | Permission dropdown or "Owner" text |
| Delete button (🗑) | Button to remove member |
Member Permissions
Set permissions from the permission dropdown:
| Permission | Description |
|---|---|
| No share permission | View-only access to books |
| Share permission | Can share books |
| Share admin... | Can manage book share settings |
| Owner | Full workgroup management rights (displayed as text, not dropdown) |
Creating Workgroups
Creation Steps
- Select "Owned Workgroups" tab
- Click "Add Workgroup" on right side of toolbar
- Add workgroup dialog appears
Add Workgroup Dialog
| Position | Item | Description |
|---|---|---|
| Left | Close | Close dialog |
| Center | Add Workgroup | Dialog title |
| Right | Add | Create workgroup |
Input field: - Workgroup Name: Enter name for the workgroup to create
- Enter workgroup name
- Click "Add"
After Creation
- You are automatically registered as owner
- You can start inviting members
Inviting Members
Invitation Steps
- Click add member icon (👤+) in the header of the workgroup
- Email input dialog appears
- Enter email address of user to invite
- Click "Invite"
After Invitation
- Invitation email is sent
- Displays as "Invited" in member list
- Becomes official member when recipient accepts
Join Request Settings and QR Code
When "Join Request" switch is ON, QR code icon appears.
Inviting via QR Code
- Click QR code icon
- "Workgroup QR Code" dialog appears
QR Code Dialog Layout
| Position | Item | Description |
|---|---|---|
| Left | Close | Close dialog |
| Center | Workgroup QR Code | Dialog title |
| Right | Share icon | Share QR code |
Dialog contents: - Workgroup name - QR code image - Description: "Use this QR code to easily request to join the workgroup" - "Download Workgroup QR Code Image" link
Using QR Code
Other users can scan the QR code with Handbook X app to request to join.
Deleting Workgroups
Deletion Steps
- Click delete icon (🗑) in the header of the workgroup to delete
- Confirmation dialog appears
- Enter workgroup name to confirm
- Click "Delete"
Warning: Deleting a workgroup removes all member data. This action cannot be undone.
Joined Workgroups
When you have joined other users' workgroups, they appear in this tab.
Screen Layout
- "Joined Workgroups" heading
- Joined workgroups displayed in a list
- Each row shows email address and leave icon
Leaving a Workgroup
- Click leave icon (📤) on the row of workgroup to leave
- Click "OK" in confirmation dialog
Note: Leaving a workgroup removes your access to books in that workgroup.
Joining Workgroups
Join Steps
- Select "Joined Workgroups" tab
- Click "Join Workgroup" on right side of toolbar
- Join dialog appears
Join Dialog
| Position | Item | Description |
|---|---|---|
| Left | Close | Close dialog |
| Center | Join Workgroup | Dialog title |
| Right | Join | Send join request |
Input field: - Workgroup URL: Enter workgroup join URL
After Joining
- Join request is sent
- Access to books is granted when workgroup owner approves
Previous Section: 8. Access Codes
Next Section: 10. Account Management