Groups

To bring together employees from different departments (for example, to work on a large project or with a particular customer), you can create a group. You can nest groups into each other, creating hierarchical structures of any complexity.

If your company has a linked email domain, you can create a mailing address for a group to send emails to all its members at once.

Manage groups

Note. Only admins can manage groups. Even the group supervisor can't edit or move it.

On the Groups tab, you can add new groups, edit or move the existing ones, and delete groups when you no longer need them.

Add

Log in to the admin account for the company.
Go to the Employees page.
Select the Groups tab.
Click the icon at the end of the line where you want to add a new group. If you don't have any groups yet, click Add in the center of the screen.
In the Add group window, enter the name of the group, its short description, and the mailing address (if your company has a linked email domain).
Click Save.

Edit

Log in to the admin account for the company.
Go to the Employees page.
Select the Groups tab.
Select a group, click the icon at the end of the line, and select Edit.
In the Edit group window, make the necessary changes, and click Save.

Move

Log in to the admin account for the company.
Go to the Employees page.
Select the Groups tab.
Select a group, click the icon at the end of the line, and select Move.
Specify where you want to move the group and click Move.

Delete

Log in to the admin account for the company.
Go to the Employees page.
Select the Groups tab.
Select a group, click the icon at the end of the line, and select Delete.

Note. Deleting a group doesn't delete its members' accounts.

Manage group members

Note. Only admins can manage group members. Not even the group supervisor can add or remove its members.

You can add employees to groups, appoint supervisors, and remove employees from groups if they no longer participate in them.

Each group can have up to 10,000 members. The total number of members is calculated taking into account each member's participation in the upper-level group and all the nested groups, if there are any.

Add

Log in to the admin account for the company.
Go to the Employees page.
Select the Groups tab.
Select a group, click the icon at the end of the line, and select Add employees.
Select employees from the list and click Add employees.

Note. An employee can be a member of multiple groups.

Delete

Log in to the admin account for the company.
Go to the Employees page.
Select the Groups tab.
Select a group and expand it to view a list of its members.
Select the employee you want to remove and click the icon at the end of the line.
Confirm that you want to remove the employee from the group.

Appoint or remove a supervisor

Log in to the admin account for the company.
Go to the Employees page.
Select the Groups tab.
Select a group and expand it to view a list of its members.
Select an employee and click the icon at the end of the line to appoint them as a supervisor or revoke this role for them.