Create and organize groups

Group people by team, shift or trade so work reaches the right people automatically.

For administratorsPortal3 min read

A group is a saved set of people. Assign work to a group instead of to individuals, and it stays up to date as people join or leave.

Common groups

• Teams or crews: North crew, Housekeeping
• Shifts: Night shift
• Departments: Maintenance, Quality
• Qualifications: Licensed electricians, First aiders

1. Create the group Go to Company › Groups and create a new group.
2. Name it Add a name and, if useful, a description and a color.
3. Add a contact (optional) Choose an owner or contact for the group.
4. Nest it (optional) Choose a parent group to make this a subgroup.
5. Add members Search for people by name or email and add them.
6. Save Select Create Group.

Subgroups

Members of active subgroups are included when you assign work to the parent group. For example, a Maintenance group with Day and Night subgroups lets you assign to one shift or to everyone.

Where groups are used

• Assigning forms and planners.
• Enrolling people in training.
• Limiting document folder access.
• Adding a crew to a job.
• Requiring a Tap In check for one group.
• Deciding who can complete a planner task.

Groups you no longer need can be archived and later restored. Archive rather than delete if the group was used in past assignments.