Using workgroups, you can create separate sets of customer, user, and member information. This lets you set up security boundaries within your organization or accommodate different subscription billing needs. The following sections outline the reasons for creating workgroups, explain the requirements for using workgroups, and guide you through the process of setting them up.
By dividing customers into workgroups, you can accommodate different security or financial requirements. Workgroups are useful for large organizations that deliver services across different geographical regions or that need to purchase MSPComplete subscriptions using separate billing methods.
If you do not create additional workgroups, all MSPComplete
data falls within your default workgroup, which can be renamed. Using a single
workgroup is often adequate for smaller service delivery organizations.
Because a workgroup creates a security boundary within MSPComplete, all customer records, subscription information, member accounts, and scheduled services are contained within the selected workgroup.
Important: You cannot copy or move any information across workgroups using the MSPComplete interface.
Workgroups use separate billing mechanisms for purchasing subscriptions and licenses. For example, if you need to use two separate credit cards to purchase subscriptions, you can set up two separate workgroups.
If you purchase subscriptions from a distributor, you can buy a block of subscriptions and choose how to allocate the subscriptions among different workgroups when you redeem the distributor’s coupon.
Every MSPComplete member has a default, personal workgroup
and can be invited to join other workgroups. Suppose that you
invite someone to become a manager for a workgroup you have set up. The new
member will join your workgroup but also have a default
workgroup that can be used for testing purposes. The member can move between
the two workgroups using the selector at the top of the left navigation pane.
The following are some possible reasons for setting up workgroups:
What’s the difference between a workgroup, a group, and a team?
An administrator can create a new workgroup by using the workgroup settings.
After a workgroup is created, you can edit it to change its name or to change the billing method used to purchase subscriptions for customers within the workgroup.