This document provides a complete guide to creating and managing Monq Workgroups.
To view and manage Monq Workgroups, go to the appropriate section of the menu on the left.
The main section of the screen contains a list of Workgroups available to you, divided into those which you are a member of and those which you are not a member of.
In the general list groups are marked Private and Closed according to their type, Open groups have no marks.
For quick access to the functionality you are interested in, use the navigation:
To create a new workgroup click Add Workgroup on the primary screen - it will open a dialog box.
For the new workgroup, specify:
If you have Administrator rights, you can assign any user in the userspace to be the manager, otherwise you become the manager of the new group.
Optionally you can specify:
If you have Administrator rights, you can select members from the complete list of users of the userspace, otherwise you must enter the full email of each user added to the group.
Create a new group or select an existing one on the main screen of the section to go to the Workgroup management page. The page of any workgroup is divided into several tabs, to work with specific functionality, go to the corresponding section of the manual.
On the Workgroup management page click the General tab. If necessary, you can change:
After making changes to the basic information, click Save.
To change the current Manager go to the Workgroup management page and open the General tab. In the Manager drop-down list, select another member of the group and click Save - the user will be assigned to be the current Manager of the Workgroup.
- A manager can assign a new manager only from the members of the group.
- A userspace Administrator can designate a new manager from all users in the userspace.
To join an Open group that you are not yet a member of, find the desired group on the main screen of the section and click Join – you will become a member of the selected workgroup with the default role.
To leave a workgroup you are a member of, find the desired workgroup on the main screen of the section and go to the Workgroup management page. In the right upper corner, click Leave – a dialog box will open to confirm, click Yes or Cancel.
- If the group is Open, a warning is displayed "Are you sure to leave the workgroup? You can later join it yourself."
- If the group is Closed or Private, a warning is displayed "Are you sure to leave the workgroup? You cannot join it yourself."
If a workgroup Manager tries to leave the group:
- A warning is displayed "You cannot leave the group as a Manager. Please assign a new Manager to continue.".
- The list of users of the Workgroup opens - the Manager chooses to whom to transfer the Role. The current Manager itself is not listed.
⚠️ The Manager, who is the only member of the group, cannot leave it.
⚠️ To delete a Workgroup, you must have the Manager role for that Workgroup or have Administrator rights for the userspace.
Go to the page of the designated Workgroup and in the upper right corner click Delete – it will open a dialog box with confirmation.
Be careful. Deleting a Workgroup deletes all objects owned by the group, including CIs, Triggers, Scripts, Rules, and Actions.
This action is irreversible.
To confirm the deletion of the Workgroup, enter the workgroup's Name into the corresponding text field, and then click I understand, delete the group.
To manage external resources of a Workgroup from systems connected to Monq (for example, HPSM Incident Registration Templates), go to the External Resources tab on the Workgroup page.
Click Add resources to add resources to the Workgroup. Select the required resources from the provided list and click Add Selected.
Both in the list External resources connected to the group and and in the list of available External resources, the user can:
To add members to the Workgroup, go to the Workgroup management page and open the tab Members:
For delete (exclude) members from a workgroup, go to the Workgroup management page and open the tab Members:
To change the roles of a Workgroup members go to the Workgroup management page and open the tab Members:
⚠️ Individually, for each member of the group, you can choose a role by clicking on the name of their current role.
To control user access to various functional areas and modules of the system, use the Roles setting on the Roles tab of the Workgroup management page. To add a new Role:
To select a role that will be applied to new group members (including when self-joining) – turn on the option Assign a default role above the table with access rights when creating or editing Roles.
To set up a list of the workgroup members for receiving notifications on the formation of Monq events, add a mailing to the workgroup.
Go to the Workgroup management page and open the Mailings tab: