Bitrix24Care

You can keep track of all project activities & react to any group discussions in real time. 

Invite your clients, partners, outsource help or any other external users to your Bitrix24 workgroup. All workgroup functionality is available for external users, but these third parties are able only to see the workgroups which they are a part of. 

Groups have individual permission settings and roles such as moderators, owners, and members. New members are added via invitation.

After starting the service, you can create unlimited number of workgroups which can be edited, deleted or moved to archive later. 

Invite Users To Workgroup

You can add workgroup members during new workgroup creation or add them later from Actions > Invite to group. Select employees you want to add & click Send invitation. 

You can invite individual users & whole departments as well (option All department & Subdepartment employees):

 

Group members page will show:

• Moderators: users who can moderate the group (edit group settings, invite users to group, delete users from the group)
• Departments: departments that you've invited to join the group.
• Members: individual users who have confirmed workgroup invitation (joined the group already). 
• Connected users: users of connected (invited) departments. When you invite the whole department with all it's employees, the department employees will be automatically added to the group & will be shown here.

  

To be able to invite external users to the workgroup (by email) please go to Actions > Edit Group & enable This group is available in Extranet* option.

*Extranet is available to Bitrix24 Standard & Professional plan subscribers only.
 

Workgroup features

• Activity Stream: group members will see group messages & activities here.
• Drive: group document library. 
• Tasks: group tasks section - kanban, Gantt, subtasks, recurring tasks, templates, email tasks to external users, create tasks from email, etc.
• Calendar: group calendar.
• Conversations: group messages.
• Photo: group photo gallery. 
• Wiki: group wiki (knowledge base).
• Lists: group lists (records management).
• Chat: workgroup chat for all group members.
• Filter & Search: workgroup own search & filters 

Besides main features there are several additional options available:

• Hide tasks mode: hides task notifications from the workgroup Activity Stream.
• Notifications tab: enables\disables workgroup notifications.
• Group Actions tab: open main workgroup settings & options.

Main Workgroup Parameters

When you create a new workgroup the system will show you a workgroup parameters window. You can edit these parameters at any time later inside the workgroup Actions > Edit Group:

1. Description: add workgroup name, description & image. There are several important options there such as:

• Visible to all - makes group visible to all account users
• Public group - any account user can join the group
• Move to archive - allows to move group to archive, group is not deleted & all data is saved. 

2. Features: you can select which tools will be available inside your workgroup.

3. Members: this section is shown when you create a new workgroup. You can add group members here.

4. More: shows additional parameters. You can set Who can invite users to group here.

Feature Settings

You can configure workgroup features (tools) under Actions > Edit Settings. Please note that access permissions for workgroup Drive & Calendar & Lists should be configured individually inside each tool.