How do I create a new Pool?

Pools are groups of users that do the same work in a workflow.

Your team can create new pools, and rename existing pools, to match the way users are grouped in your organisation.

Workflow and Team Admins create pools through Lexacom Portal.

To create a new pool:

• Log into Lexacom Portal as a Workflow or Team Admin
• If you are an Administrator of more than one team, select the team from the Teams page
• Click on the Pools sidebar item
• Check the list of pools at the top of the page. Your team will have its own set of pools.
  

!  Note: It is not possible to delete a pool once created – check your list of pools to ensure you’re not creating a duplicate.

• Click + to create a new pool – this will create a new row:
  
• Enter a name for the pool
• Enter a Description for the new Pool. A good description should allow other admins to understand which users should be a member of this pool.
• Leave the ‘Locked’  checkbox unticked
• Select the pool category based on the kind of users that will be in the pool. Most pools will either be Authors or Non-Authors. Find out more informatiion about categories of pool here.
  • Authors: Author pools are for users who make jobs
  • Non Authors: Non-author pools are for other users (e.g. typists) who work on jobs but do not make them
  • Admins: Admin pools are for users with an admin role
  • Seniors: Senior pools are for users with a senior role
• Click the tick
• Click Submit to save the changes

⚠️  Once you have created the pool you will need to:

• Add users to the pool
• Add the pool to workflow steps