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 πͺ
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.
β1. Accessing Groups
Navigate to Settings β HR β Groups.
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Here you will see an overview of all existing groups, showing their name, associated departments, and regional manager.
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β2. Creating a new Group
Click Create new in the top right corner.
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.
Select a Regional manager from the dropdown.
Select the Departments that belong to this group.
Click Create to save.
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3. Editing or deleting a Group
From the Groups overview, click Edit to update an existing group, or Delete to remove it.
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Tips & FAQ
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βCan 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.
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βCan departments be in more than 1 group?
Yes.
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Do I need special permissions to create groups?
Yes, you need admin access or the appropriate permissions in Settings to manage groups.
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What happens if I delete a group?
The departments themselves are not affected β only the grouping is removed.
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More questions? You are always welcome to contact us via chat π
π₯οΈ Web / PC: Click the blue chat bubble in the bottom right corner.
π± App: Go to More β Support β Chat with us.
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If you need assistance with permissions or color changes, please contact your administrator or HR team.
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