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A group is a standing team of people – Design, Delivery, Support. Groups organise your roster so reports roll up sensibly, schedules apply to the right people, and a manager’s scope reaches the right team. Create them in Settings → Groups.

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Group versus project membership

These are two different things and people mix them up. Someone can be in the Design group and work on four projects. The two lists are unrelated.

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What groups are used for

Reporting

Group is a dimension on every report source. Group, filter and pivot your numbers by team.

Supervision scope

A role scoped to a group reaches everyone who shares a group with that person.

Schedules

Assign a working pattern to a whole group. A person’s primary group decides which schedule they follow.

Location rules

Target a location policy at a group instead of naming people one by one.
Groups do not route approvals or notifications. Approvals follow the manager and supervision scope, not group membership.

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The Groups page

Go to Settings → Groups. The page is described as Groups used to organize members for reporting. One card, All groups, described as Order here is the order groups appear in reports. A search box with the placeholder Search groups… sits above the table. When there are none, you see No groups yet – add one above to group members for reporting.

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Create a group

Creating is an inline row on the page, not a dialog.
1

Open Groups

Go to Settings → Groups.
2

Type the name

Use the input with the placeholder New group name….
3

Add it

Click Add group, or press Enter. A toast confirms Group created.

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Rename a group

Click the pencil icon on the row. A dialog titled Rename group opens with one field, Name, and the buttons Cancel and Save. A toast confirms Group renamed.

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Reorder groups

Each row has Move up and Move down actions. The order you set here is the order groups appear in reports. The first row’s Move up and the last row’s Move down are disabled.

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Archive a group

Groups use the standard archive and trash flow. Archiving takes the group out of the list but keeps everyone’s membership, so restoring brings back the exact same roster. Permanent deletion is a separate, later step. See archive, trash and delete.

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Who belongs to a group

Group membership is not set on the Groups page. There is no member picker there.
You set it on each person’s record instead.
1

Open the person

Go to Settings → Team Members and click their name.
2

Go to Employment

Open the Employment tab.
3

Find Reporting

The Reporting card holds the Groups multi-select. Its placeholder is No groups.
4

Pick their groups

A person can be in several groups at once.
5

Save

Click Save on that card.
You can also set groups when you add someone with Add member.

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The primary group

The first group in a person’s list is their primary one. The help text says so: The first group is their primary one – it decides whose schedule they follow and which group their report totals roll up to.
If someone’s schedule looks wrong, check the order of their groups. Reordering the list changes which group is primary.
Supervision scope is different – it uses every group a person belongs to, not just the primary one. A manager scoped to a group reaches anyone who shares any group with them.

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Example

Northwind Studio sets up three groups: Design, Delivery and Finance. The Design group is assigned a 9:00–17:00 schedule, so Sarah and Ana follow it. Jonas follows Delivery’s. Priya Raman’s Project Manager role is scoped to Their projects, and people in their group. Because she is in Delivery, she can see Jonas’s timesheets. She cannot see Daniel’s, because they share no group and he is not on her projects. Daniel runs a monthly report grouped by Group, and Design, Delivery and Finance appear in exactly the order set on the Groups page.

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Permissions

The permission list describes group.manage as Manage groups: Create groups, rename them, delete them, and choose who is on each one.
Groups only appears in your settings menu if you hold group.manage. If it is missing, you do not have it.

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Common questions

Yes. Pick as many as you need on their Employment tab. Exactly one is primary – the first in the list.
Group membership is edited person-first, on each member’s record. The Groups page manages the groups themselves.
Nothing. Their membership is kept, and restoring the group brings back the same roster.
Only through supervision scope. A role scoped to a group reaches people who share a group. Capabilities are separate – see supervision scope.
No. Approvals follow the manager and supervision scope, not group membership.
The order on the Groups page is the order groups appear in reports.

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Troubleshooting

Member record

Where group membership is set.

Supervision scope

How groups decide whose data a role reaches.

Assign a schedule

Give a group a working pattern.

Grouping and pivots

Report by group.

Custom roles

Roles and scope together.

Archive, trash and delete

How archiving works.