Groups

Groups are collections of users created for specific purposes such as notifications, access control, or shared resource management. Unlike teams which are organizational units, groups are flexible collections that can be used across different features.

Create and manage groups

• Navigate to Groups and click Add group to create a new group.
• Enter a group name and description to identify the group's purpose.
• Add users to the group by selecting them from your organization.
• Optionally set a default employer organization. Work-time forms use it to choose the matching active employment when group members have more than one employment.
• Users can belong to multiple groups simultaneously.

Use cases for groups

• Notifications: Create groups for specific notification purposes (e.g., "Project Managers", "Weekend On-Call").
• Access control: Use groups to grant shared access to specific resources or features.
• Communication: Form groups for targeted messaging in chats.
• Reporting: Create groups for custom reporting segments or dashboard widgets.

Group membership

• Add or remove users from groups as needs change.
• View all members of a group from the group's detail page.
• See which groups a user belongs to from their user profile.

Integration with other features

• Use groups in notification settings to target specific audiences.
• Reference groups in reports and dashboards for filtered views.
• Link groups to features that support group-based access or assignments.
• Work-time scheduling and manager confirmation can use group membership and group leaders to decide who can plan or confirm entries.

Best practices

• Use descriptive group names that clearly indicate the group's purpose.
• Create groups for specific use cases rather than duplicating team structures.
• Regularly review group membership to ensure it remains relevant.
• Document group purposes in descriptions to help other administrators understand their use.
• Consider creating groups for temporary purposes (e.g., "Q4 Project Team") and archiving them when no longer needed.