Capabilities are like rules which govern the parts of the Workbooks environment a user can access. They are granted to Users depending on their User Group. 

Capabilities can be very useful when there are certain teams within companies that need access to information within Workbooks, that other teams shouldn't. For example, if the HR team are the group that needs access to Cases, due to having sensitive information, and other teams do not. All User Groups will not need Capabilities relating to Cases, but another specific Group can be set up just for HR, which will have all Capabilities relating to Cases. 

If a User belongs to more than one group, they'll be granted all the Capabilities from all of the groups they belong to. Most Capabilities allow users to Create, View, Modify or Delete records. These are separated out to each record type. For example, for a User to have access to the Sales Leads area in Workbooks they must have the View Sales Leads capability. This allows them to see the Sales Leads Landing Page and all the Sales Leads they have permission to view.

Adding Capabilities to a Group

Going into Start > Configuration> Users & Security > User Groups will show all the groups on your account. Clicking into one of these group and opening up the Capabilities tab will then show the option to Add Capabilities. 

A new window will open giving you a list of all the Capabilities within Workbooks. Using the search bar within this window allows easier access to the certain Capabilities you would like to add to the group.