How do I manage groups? (Mobile)

Modified on Fri, 08 Dec 2023 at 05:37 PM

Groups are a tool to allow you to customise your schedule for your company. Rather than only being able to view employees alphabetically or grouped by job role you can create custom groups to categorise your team, grouping all customer-facing employees together or ordering by department as you see fit.

  1. Head over to the settings page by clicking on the 'More' button at the bottom of your screen and selecting 'Company Settings' from the list.
  2. Open the Team dropdown and select the 'Groups' tab.
  3. Here you'll see any groups that have already been set up for your account.

    1. Add new groups by clicking the plus icon at the top of the page. Enter the group name, then click the Save button. Your new group will be added to the list, ready for you to start assigning it to employees.
    2. To edit or delete an existing group click the arrow to the right of the listing. You'll then be able to change the details or delete it altogether. You can also edit the order in which the groups show on the schedule by assigning each group a ranking. For instance, a group with an order of '1' will show first on the schedule, while a group with an order of '2' will show below it.

You're on the Mobile version of this article.

To view the Desktop version see How do I manage groups? (Desktop)

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