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The Groups screen is where you keep the list of standing teams in your workspace – Design, Development, Client Services. Groups are how you bundle people for reporting and for deciding who a manager can see. Open it at Settings → Team Members → Groups, or go to /{workspaceSlug}/settings/groups.

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Who can open this screen

You need the group.manage capability. By default only Owner and Admin hold it.
Without group.manage, the Groups item does not appear in the settings menu. Hiding the link is a convenience. Every create, rename, reorder and delete is checked again on the server.

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Group vs project membership

These two get mixed up often, so hold them apart. A person keeps their group when a project ends. A person leaves a project without leaving their group.

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What a group is used for

Reporting

Reports can group hours and money by group. The order you set on this screen is the order groups appear in reports.

Supervision scope

A role can be scoped to “their projects, and people in their group”, so group membership decides whose timesheets and leave that role reaches.

Group pickers

The Groups field on a person’s record and on the add-member form offers the active groups from this list.

The roster

The Groups column on the team members roster shows each person’s groups as badges.
A group is not a permission. Being in Design grants nothing on its own. What a person may do comes from their role, and how far they can see comes from supervision scope.

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The groups list

The screen shows one card, All groups, with a table of every group. Above the table is an Add group row. At the top right of the card is the state filter. Use the Search groups… box to filter by name, and click a column header to sort. When there are no groups the table reads “No groups yet – add one above to group members for reporting.”

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The state filter

The dropdown chooses which groups are listed: Active, Archived, Trash or All. It opens on Active.

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Create a group

1

Type a name in the Add group row

The box at the top of the card reads “New group name…”.
2

Click Add group, or press Enter

The button is greyed out until the box has a name in it.
3

Check the confirmation

A “Group created.” message appears and the new group joins the bottom of the list.
Names have to be filled in and unique in the workspace. A name already used by an active or archived group is refused – an archived group can come back, and a restore must never bring a duplicate name with it. New groups are added at the end of the list. Move them with the arrow buttons.

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Rename a group

1

Click the pencil on the group's row

A Rename group dialog opens with the current name in the Name field.
2

Type the new name

Press Enter, or click Save. Save stays disabled until the name actually changes.
3

Check the confirmation

A “Group renamed.” message appears.
Renaming does not move anybody. Everyone in the group stays in it, and reports pick up the new name.

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Reorder groups

Each row has an up arrow and a down arrow. Click them to move a group one place at a time. The up arrow is disabled on the first row and the down arrow on the last. The order you set here is the order groups appear in reports, so put the ones you read most at the top.

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Archive or delete a group

The three-dot menu at the end of each row holds the retirement actions.
Delete permanently is the only action that unfiles people. Everyone in the group stays in the workspace with their role, rates and logged time untouched, but they come out of the group and drop out of any report grouped by group.
Archiving is the safe way to retire a team that is no longer forming. The group stops being offered when someone is filed, but the history it explains stays readable.

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Where you put people into a group

You do not add people to a group on this screen. Group membership is a fact about the person, so it is set on the person.
1

Open the roster

Go to Settings → Team Members and click the person’s name.
2

Open the Employment section

Look for the Reporting card.
3

Pick their groups

The Groups field is a multi-select of every active group.
4

Save

An “Employment details saved.” message confirms it.
You can also set groups when you add someone, in the Groups field of the Add a team member form. The Employment section needs the member.changeRole capability. Removing a person from a group is the same field – clear the group from the multi-select and save.

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A person can be in several groups

Somebody can belong to more than one group at a time. A senior developer might be in Development and in Client Services. The first group in the list is their primary group. That is the one their schedule resolves from and the one their report totals roll up to, so a person’s hours are never counted twice in a report grouped by group.
If a person’s hours land in the wrong bucket on a report, check the order of their groups. The first one wins.

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Example

Northwind Studio is a 12-person agency with three standing teams.
1

Tom Whitfield creates the groups

Tom (Admin) opens Settings → Team Members → Groups and adds Design, Development and Client Services.
2

He orders them

He uses the arrows to put Design first, then Development, then Client Services. Reports now list them in that order.
3

He files the team

On each person’s record he sets their groups. Sarah Lin goes in Design, Jonas Bergman in Development, Priya Raman in Client Services and Development, with Client Services first.
4

Priya's scope starts working

Priya’s role is scoped to “their projects, and people in their group”, so she can now see the timesheets of everyone in Client Services as well as everyone on her projects.
Priya’s hours report under Client Services, because that is her primary group, even though she is in Development too.

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Common questions

Not on its own. A group is a label. Access comes from their role, and reach comes from supervision scope. A role scoped to “their group” is the one case where group membership changes what a person sees.
No. Being in a group never adds a project. Project access follows project membership.
Nothing. They stay in the workspace and they stay in the group. The group only stops appearing in the pickers.
No. Names have to be unique across active and archived groups. A group in Trash does not hold its name, so you can reuse it.
Switch the filter at the top right from Active to Archived or All, then use Restore in its three-dot menu.
Yes. The Groups column on the roster shows a dash for them. They still appear in reports, they are grouped under no group.

Groups

What groups are for, and how to plan them for your business.

Team members

The roster where you file a person into a group.

The member record

Every section on one person’s page, including Employment.

Supervision scope

How “their group” decides who a role can see.

Roles

Where scope is set, next to the permissions it governs.

Reports

Group hours and money by group.