Workgroups

Workgroups Overview

Workgroups are groups of users that can share projects and data. To view all workgroups in your domain, navigate to Admin from Connected Home and select Workgroups from the left navigation menu.

Workgroups list showing workgroup name, description, owner, collaboration setting, created date, status, and action buttons

The workgroups table displays the following columns:

Column	Description
Workgroup	The name of the workgroup. Click the name to open the workgroup detail page.
Description	A short description of the workgroup.
Owner	The primary administrator and main point of contact for the workgroup.
Collaboration	Indicates whether the workgroup allows collaboration with users outside the domain.
Created on	The date the workgroup was created.
Status	Whether the workgroup is Active or Archived.
Actions	Edit (pencil icon) or Archive the workgroup.

Use the Search workgroup name box to filter the list. Toggle Show archived to include archived workgroups in the results. Use the page size selector and navigation arrows to page through large lists.

Create a Workgroup

Domain administrators can create new workgroups. To create a workgroup, click + Create workgroup in the top right of the Workgroups page.

Create workgroup modal with Name, Description, Owner email, and Collaboration fields

Fill in the following fields:

• Name — A unique name for the workgroup.

• Description — An optional description of the workgroup's purpose.

• Owner email — The email address of the workgroup owner. The owner is the primary administrator and is automatically added as a workgroup admin and user. Must be a valid email address.

• Collaboration — Choose whether outside collaborators are allowed:

  • Don't allow outside collaborators — Only users within the domain can be added.

  • Allow collaborators outside of this domain — Users from other domains can be invited to this workgroup.

The Collaboration setting cannot be changed after the workgroup is created.

Click Create workgroup to save, or Cancel to discard.

Edit Workgroup Settings

To quickly edit a workgroup's name, description, or owner from the workgroup list, click the pencil icon in the Actions column. This opens the Edit workgroup settings modal.

Update the Name, Description, or Owner email as needed, then click Save. Workgroup settings can also be edited from the Settings tab within the workgroup detail page (see Settings below).

Archive a Workgroup

To archive a workgroup, click the archive icon in the Actions column for that workgroup.

Archive workgroup confirmation dialog

A confirmation dialog will appear describing the effect of archiving:

• Users will no longer be able to access the workgroup.

• Data associated with the workgroup will not be deleted.

Archiving a workgroup cannot be undone. To reactivate an archived workgroup, contact Illumina Support.

Click Archive workgroup to confirm, or Cancel to go back.

Workgroup Detail

Click on a workgroup name to open the workgroup detail page. The detail page displays the workgroup name and description at the top, and contains three tabs: Users, Apps, and Settings.

Users

The Users tab shows all users in the workgroup and their application access. The workgroup owner is displayed at the top of the page.

Workgroup Users tab showing workgroup owner, user table with name, username, workgroup role, and per-application access columns

The user table shows each member's name, username, workgroup role (Admin or User), and their access level for each application available to the workgroup.

Use the Search user box to find a specific user, or use the role filter dropdown to show All users, Admins, or Users only.

Change Workgroup Owner

The current workgroup owner is shown at the top of the Users tab. To change the owner, click Change owner.

Change workgroup owner modal with Owner email field

Enter the email address of the new owner and click Change owner. The new owner will automatically be added as a workgroup admin and user if they are not already.

Invite User

To invite a new user to the workgroup, click + Invite.

Invite to workgroup modal with Collaboration, Users, Workgroup access role, and Application access fields

Configure the following:

• Collaboration — Select how the user should be invited (e.g., via the current domain, or via collaborative enterprise). This setting cannot be changed after the invitation is sent.

• Users — Enter up to 50 email addresses, separated by commas or semicolons.

• Workgroup access — Select the workgroup role: Admin or User.

• Application access — For each application available to the workgroup, choose Has Access or No Access.

Click Invite to workgroup to send the invitation, or Cancel to discard.

Change User Access

To change a user's workgroup role or application access, select the checkbox next to their name and click Change access.

Change access modal showing Workgroup access role and Application access dropdowns for the selected user

Update the Role and any Application access settings, then click Change access to save.

Remove User

To remove one or more users, select the checkbox next to their name(s) and click Remove. A confirmation dialog will appear before the user is removed from the workgroup.

Workgroup owners cannot be removed directly. To remove a workgroup owner, first change the workgroup owner to another user, then remove the original owner.

View User Details

Click a user's name to open their User details page. This page shows the user's profile (name, email, join date, status), their domain role, and a list of all workgroups they belong to with their application access in each.

User details page showing user profile, domain role, and workgroup membership table with per-application access

From the User details page, you can:

• Change domain role — Click the edit icon next to the user's domain role to change it between Admin and User.

• Change access — Select a workgroup row and click Change access to update the user's role or application access in that workgroup.

• Remove access — Select a workgroup row and click Remove access to remove the user from that workgroup.

• Manage API keys — Click Manage API keys in the top right to view and delete the user's API keys.

• Expire user — Click Expire user in the top right to expire the user's account.

Apps

The Apps tab lists all applications available to the workgroup, along with the number of users in the workgroup who have access to each application.

Click the view icon in the Actions column to see the list of users with access to that application.

Settings

The Settings tab displays the workgroup's name, description, and collaboration mode.

Workgroup Settings tab showing Name, Description, and Collaboration Mode fields with an Edit button

Click Edit to open the Edit workgroup settings modal, where you can update the name, description, and owner email. Click Save to apply changes.