Skip to main content

Groups

In this article you will learn how to create and manage Groups in the web application.

Groups are a way to categorise departments under regional managers, making it easier to get an overview of which departments belong to which district or region πŸ’ͺ

Key Concepts:

  • Group: A collection of departments tied to a regional manager, used to organise your store structure (e.g. SOUTH, EAST, NORTH).

  • Regional manager: The manager responsible for the departments within the group.



​1. Accessing Groups

Navigate to Settings β†’ HR β†’ Groups.
​

Here you will see an overview of all existing groups, showing their name, associated departments, and regional manager.
​


​2. Creating a new Group

  1. Click Create new in the top right corner.

  2. Enter a Name for the group β€” this can be anything that makes sense for your organisation, such as SOUTH, EAST, or a district name.

  3. Select a Regional manager from the dropdown.

  4. Select the Departments that belong to this group.

  5. Click Create to save.
    ​

3. Editing or deleting a Group

From the Groups overview, click Edit to update an existing group, or Delete to remove it.
​
​


Tips & FAQ
​
​Can I have multiple regional managers in one group?
No, each group is tied to one regional manager. If you need to split departments across managers, create separate groups.
​
​Can departments be in more than 1 group?
Yes.
​

Do I need special permissions to create groups?
Yes, you need admin access or the appropriate permissions in Settings to manage groups.
​

What happens if I delete a group?
The departments themselves are not affected β€” only the grouping is removed.
​


More questions? You are always welcome to contact us via chat 😊
πŸ–₯️ Web / PC: Click the blue chat bubble in the bottom right corner.
πŸ“± App: Go to More β†’ Support β†’ Chat with us.
​
If you need assistance with permissions or color changes, please contact your administrator or HR team.
​
​

Did this answer your question?