Workgroups FAQ

A workgroup is both a security boundary and a subscription/billing container for your agents and teams. This article contains a list of frequently asked questions for workgroups.


What’s the difference between a workgroup, a group, and a team?

  • A workgroup comprises a set of customers — for example, customers in a region you designate “East Coast.” Workgroups separate customers by certain criteria, such as the need to purchase subscriptions using different billing methods. ­­­­
  • A group is a set of customer’s users you combine into a unit to facilitate service delivery for a customer. For example, you can create a group for new employees who need onboarding services run for them when their jobs start. You may change the users in this group as often as is necessary, or delete the group when you no longer need it.
  • A team is a set of IT professionals, typically your own personnel, who perform service tasks for the customers within a workgroup.


How many workgroups can I set up?

Each MSPComplete agent can switch between a maximum of ten (10) workgroups.


Do I need to set up workgroups before I bring customers onboard?

No. You can define new workgroups as your business grows, but keep in mind that data cannot be transferred from one workgroup to another, so you should consider workgroup possibilities carefully before you bring on customers.


Do I need to create new workgroups at all?

No. If you do not create additional workgroups, all MSPComplete data falls within the default workgroup. New agents can be invited to join that workgroup.


Can I rename the default workgroup?

Yes. Do this by clicking Settings and editing the workgroup. Even if you do not set up additional workgroups, it is good practice to rename the default workgroup.


Can I purchase subscriptions the same way for each workgroup?

Yes. For example, you can use the same credit card for all subscription billing across all workgroups. However, you must enter this billing information for each workgroup separately.


Can I buy a block of subscriptions and disburse them between workgroups?

No. When you purchase subscriptions from a distributor, you can redeem the coupon in a single workgroup.


Can I move unassigned subscriptions between workgroups?

Yes. If you have purchased subscriptions from a distributor and you need to move unassigned subscriptions to a different workgroup, you can generate a coupon for the licenses and allocate the subscriptions to a different workgroup when you redeem the coupon.


Do bulk subscription discounts apply across all workgroups?

No. A bulk discount for subscriptions purchased through BitTitan is based on the total number of subscriptions within the workgroup. You may pay different prices for subscriptions depending on the number of users you have in each workgroup.


Can I reuse my custom services across workgroups?

No. Custom services remain in the workgroup where they are created. All custom services must be set up, scheduled, and run separately in each workgroup.


Can an MSPComplete agent work in multiple workgroups?

Yes, but the agent must be invited to join each workgroup separately. The agent’s account information, including name and role, may be different in each of the agent’s workgroups.


Does an agent automatically have the same role in each workgroup?

No, the person who invites the agent to join a workgroup selects the agent’s role when sending the invitation. For example, an agent can be a manager in one workgroup and an associate in another workgroup.


Can I set up the same teams in different workgroups?

Yes, you can manually replicate teams across workgroups if each agent has been invited to join each workgroup. However, MSPComplete does not allow you to duplicate team information across workgroups automatically.


Can I view feed, dashboard, and reporting information for multiple workgroups?

No, your feed, dashboard, and reporting information reflects only the workgroup you have currently selected.


Can I delete a workgroup?

No, workgroups cannot be deleted. They can only be renamed.


Was this article helpful?
0 out of 0 found this helpful