Workgroups (Teams) in Zeplyn

🔐 Who Can Create Workgroups

Only Organization Admins can create and manage workgroups.

🛠 How to Create a Workgroup

1. Navigate to Settings

2. Go to Admin

3. Select Workgroups

4. Click Create Workgroup

   

When creating a team, you’ll:

• Name the workgroup

• Add Members

• Add Viewers

Click Create Workgroup 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:

1. Go to the Advisor Hub

2. Below the search bar, locate Workgroup View

3. 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.