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Setting up groups

A group is a way to categorise your staff members. You can choose anything you want, such as location, experience level or specialty. When you plan a job, you can filter by groups in order to immediately get the right people on the job. 

 How to set up a group

  1. Select “Groups” from Settings on the left of the screen. This opens the Groups page
  2. Click on “Add Group”
  3. Type the group category into the “Group Category” box
  4. Type the different options into their relevant boxes. In this example, we will create a group for a staff member’s Location - Auckland, Christchurch or Wellington

 How to assign people to a group

  1. Select “Users” from the Settings menu
  2. Click on a user to open their user page
  3. Choose the user’s group option from the drop-down

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