🔐 Who Can Create Workgroups
Only Organization Admins can create and manage workgroups.
🛠 How to Create a Workgroup
Navigate to Settings
Go to Admin
Select Teams
Click Create Team
When creating a team, you’ll:
Name the workgroup
Add Members
Add Viewers
Click Create Team to save.
👥 Members vs. Viewers - What’s the Difference?
Understanding the distinction between Members and Viewers is key to using workgroups effectively.
Members
Their content (meetings, tasks, notes, activity) is shared with Viewers
Do not automatically see other Members’ content
Ideal for advisors or staff whose work should be visible to a manager or lead, but not peers
Viewers
Can view and edit all content for Members of the team
Ideal for managers, supervisors, compliance, or operational leads
Ideal for firms who operate in a pod structure where a lead advisor, associate advisor, and client services associate should have access to one another's content.
This structure allows oversight without over-sharing peer-level data.
🔍 Viewing Workgroups in the Advisor Hub
Once a workgroup is created, users can filter their view in the Advisor Hub:
Go to the Advisor Hub
Below the search bar, locate Team View
Select the workgroup you want to view
The Advisor Hub will now display meetings associated only with Members of that selected team.
➕ Multiple Workgroups Supported
There is no limit to the number of workgroups you can create.
Firms commonly use workgroups for:
Advisor + assistant pairings
Lead advisor oversight
Operations or compliance review
Regional or specialty teams
✅ Key Benefits of Workgroups
Controlled visibility across teams
Cleaner Advisor Hub filtering
Manager oversight without firm-wide exposure
Flexible structure that scales with your organization
To become the organization admin for your firm or for additional questions,
please reach out to support@zeplyn.ai.