> ## Documentation Index
> Fetch the complete documentation index at: https://docs.timetracker.in/llms.txt
> Use this file to discover all available pages before exploring further.

# Groups

> Create groups in TimeTracker to organise people for reporting, schedules, location rules and supervision scope – and set who belongs to each one.

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**.

## Group versus project membership

These are two different things and people mix them up.

|              | Group                                       | Project membership                 |
| ------------ | ------------------------------------------- | ---------------------------------- |
| What it is   | A standing team of people                   | Who works on one project           |
| Changes when | Someone joins or moves department           | A project starts or ends           |
| Used for     | Reporting, schedules, location rules, scope | Task assignment and project access |

Someone can be in the **Design** group and work on four projects. The two lists are unrelated.

## What groups are used for

<CardGroup cols={2}>
  <Card title="Reporting" icon="bar-chart" href="/reports/grouping-and-pivots">
    Group is a dimension on every report source. Group, filter and pivot your numbers by team.
  </Card>

  <Card title="Supervision scope" icon="binoculars" href="/concepts/supervision-scope">
    A role scoped to a group reaches everyone who shares a group with that person.
  </Card>

  <Card title="Schedules" icon="calendar" href="/schedules/assign-a-schedule">
    Assign a working pattern to a whole group. A person's primary group decides which schedule they follow.
  </Card>

  <Card title="Location rules" icon="map-pin" href="/location-rules/create-a-policy">
    Target a location policy at a group instead of naming people one by one.
  </Card>
</CardGroup>

<Note>
  Groups do **not** route approvals or notifications. Approvals follow the manager and supervision scope, not group membership.
</Note>

## 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.`

| Column      | What it shows                |
| ----------- | ---------------------------- |
| **Group**   | The group name               |
| **Created** | The date it was created      |
|             | An unlabelled actions column |

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.`

## Create a group

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

<Steps>
  <Step title="Open Groups">
    Go to **Settings → Groups**.
  </Step>

  <Step title="Type the name">
    Use the input with the placeholder `New group name…`.
  </Step>

  <Step title="Add it">
    Click **Add group**, or press Enter. A toast confirms `Group created.`
  </Step>
</Steps>

## 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.`

## 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.

## 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](/concepts/archive-trash-and-delete).

## Who belongs to a group

<Warning>
  Group membership is not set on the Groups page. There is no member picker there.
</Warning>

You set it on each person's record instead.

<Steps>
  <Step title="Open the person">
    Go to **Settings → Team Members** and click their name.
  </Step>

  <Step title="Go to Employment">
    Open the **Employment** tab.
  </Step>

  <Step title="Find Reporting">
    The **Reporting** card holds the **Groups** multi-select. Its placeholder is `No groups`.
  </Step>

  <Step title="Pick their groups">
    A person can be in several groups at once.
  </Step>

  <Step title="Save">
    Click **Save** on that card.
  </Step>
</Steps>

You can also set groups when you add someone with **Add member**.

## 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.`

<Tip>
  If someone's schedule looks wrong, check the order of their groups. Reordering the list changes which group is primary.
</Tip>

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.

## Example

Northwind Studio sets up three groups: **Design**, **Delivery** and **Finance**.

| Person        | Groups           | Primary  |
| ------------- | ---------------- | -------- |
| Sarah Lin     | Design, Delivery | Design   |
| Jonas Bergman | Delivery         | Delivery |
| Ana Ferreira  | Design           | Design   |
| Daniel Okafor | Finance          | 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.

## Permissions

| Action                                   | Capability          | Roles that hold it by default |
| ---------------------------------------- | ------------------- | ----------------------------- |
| Open the Groups page                     | `group.manage`      | Owner, Admin                  |
| Create, rename, reorder, archive a group | `group.manage`      | Owner, Admin                  |
| Change who is in a group                 | `member.changeRole` | Owner, Admin                  |

The permission list describes `group.manage` as **Manage groups**: `Create groups, rename them, delete them, and choose who is on each one.`

<Note>
  **Groups** only appears in your settings menu if you hold `group.manage`. If it is missing, you do not have it.
</Note>

## Common questions

<AccordionGroup>
  <Accordion title="Can someone be in more than one group?">
    Yes. Pick as many as you need on their **Employment** tab. Exactly one is primary – the first in the list.
  </Accordion>

  <Accordion title="Why can I not add people from the Groups page?">
    Group membership is edited person-first, on each member's record. The Groups page manages the groups themselves.
  </Accordion>

  <Accordion title="What happens to people when I archive a group?">
    Nothing. Their membership is kept, and restoring the group brings back the same roster.
  </Accordion>

  <Accordion title="Do groups control who can see what?">
    Only through supervision scope. A role scoped to a group reaches people who share a group. Capabilities are separate – see <a href="/concepts/supervision-scope">supervision scope</a>.
  </Accordion>

  <Accordion title="Do groups route approvals?">
    No. Approvals follow the manager and supervision scope, not group membership.
  </Accordion>

  <Accordion title="Why does the order matter?">
    The order on the Groups page is the order groups appear in reports.
  </Accordion>
</AccordionGroup>

## Troubleshooting

| Problem                                                         | Cause                                      | Fix                                                   |
| --------------------------------------------------------------- | ------------------------------------------ | ----------------------------------------------------- |
| No **Groups** item in settings                                  | You do not hold `group.manage`             | Ask an owner or admin                                 |
| `Give this group a name.`                                       | The name field was empty                   | Type a name                                           |
| `A group with that name already exists. Pick a different name.` | Duplicate name                             | Choose another                                        |
| Someone follows the wrong schedule                              | Their primary group is wrong               | Reorder their groups so the right one is first        |
| A manager cannot see their team                                 | The role's scope does not include groups   | Change the role's **What can this role see?** setting |
| Report totals roll up oddly                                     | The primary group is not what you expected | Check the group order on the person's record          |

## Related guides

<CardGroup cols={2}>
  <Card title="Member record" icon="id-card" href="/team/member-record">
    Where group membership is set.
  </Card>

  <Card title="Supervision scope" icon="binoculars" href="/concepts/supervision-scope">
    How groups decide whose data a role reaches.
  </Card>

  <Card title="Assign a schedule" icon="calendar" href="/schedules/assign-a-schedule">
    Give a group a working pattern.
  </Card>

  <Card title="Grouping and pivots" icon="bar-chart" href="/reports/grouping-and-pivots">
    Report by group.
  </Card>

  <Card title="Custom roles" icon="sliders" href="/team/custom-roles">
    Roles and scope together.
  </Card>

  <Card title="Archive, trash and delete" icon="archive" href="/concepts/archive-trash-and-delete">
    How archiving works.
  </Card>
</CardGroup>
