Managing workgroup members and SAML groups

Add Faspex users and SAML groups to the workgroup. When a user sends a package to a workgroup, all workgroup members can access the package in their inbox.

Permissions

Workgroup admins can

Add members

  1. After selecting a workgroup, go to the Members tab to manage workgroup members.

  2. Click Add member.

  3. Search for and select the Faspex users you want to add.

    If you are a workgroup admin and the workgroup permissions allow you to create and add new users, you can click Create and add to create a new user and add the user to the workgroup.

    create_and_add
  4. Choose the access permission to grant to these users.

    • Standard: These members can see packages sent to the workgroup and can send packages to the workgroup (if permitted by workgroup settings).
    • Submit only: These members can send packages to the workgroup (if permitted by workgroup settings).
    • Workgroup admin
  5. Click Add.

Add SAML groups

  1. After selecting a workgroup, go to the Members tab to manage workgroup members.

  2. Select the SAML groups toggle.

  3. Click Add group.

  4. Select the group to add.

  5. Choose the access permission to grant to these users.

    • Standard: These members can see packages sent to the workgroup and can send packages to the workgroup (if permitted by workgroup settings).
    • Submit only: These members can send packages to the workgroup (if permitted by workgroup settings).
    • Workgroup admin
  6. Click Add.