Groups

Groups are flexible collections of Workspace members used across scheduling, permissions, notifications, reporting, and shared resources.

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 members to the group and choose group leaders.
• 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.
• On the Work times tab, optionally enable custom work-time defaults for the group. These override the Workspace defaults for new entries tagged with that group and can use either rounded current time plus duration or fixed start and end times.
• Members can belong to or lead 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 members from groups as needs change.
• View all members of a group from the group's detail page.
• See which groups a member belongs to from their member 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.
• Members without accounts can belong to or lead groups for scheduling, permissions, and reporting. Account-only actions such as chat participation and notification delivery skip them.
• Group creation, updates, deletion, and changes to members or leaders are recorded in Workspace activity. Member and leader entries also identify members without accounts by their Workspace name.
• Group detail pages show worked-hours charts to account-backed members who can read groups and work times. The charts summarize hours by month, year, or all time and include open work times with their current running duration.
• Group detail pages show a salary-cost chart to account-backed members with salary read permission. The chart totals work times that have a linked employment and billing wage, separates final locked amounts from provisional open amounts, and can filter by employer organization.
• Salary-cost charts use the Workspace currency. Entries recorded with other wage currencies are skipped and flagged below the chart.

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.