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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 💪

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 → HR → 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 — 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 — only the grouping is removed.


More questions? You are always welcome to contact us via chat 😊
🖥️ Web / PC: Click the blue chat bubble in the bottom right corner.
📱 App: Go to More → Support → Chat with us.

If you need assistance with permissions or color changes, please contact your administrator or HR team.

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