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Understanding 'Groups'

Groups are collections of users organised by common criteria such as department, location or product. Records like requisitions and employee contracts are assigned to a group, and all group members can view and action them according to their roles.

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Written by Steve Waters

The Groups section within your Company Settings provides a centralized location to view, create, and manage all the groups within your company.


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What Are Groups?

Groups are collections of users within your account, organised based on common criteria (e.g., department, location, product). They allow you to manage and structure your users effectively.


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'Default' group

If no groups have been created in your company account, all users will automatically be members of a system-created group called Default.


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Creating and managing groups

Only users with the Owner role have access to create, view, and manage groups.


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Records and group association

When creating a requisition or adding a new hire, you’ll need to assign a Hiring Manager and a Group as part of the process:

  • Multiple Group Memberships: If the Hiring Manager is a member of multiple groups, you can choose which group the record (requisition or employee contract) will be associated with.

  • Single Group Membership: If the Hiring Manager is a member of only one group, the record will automatically be assigned to that group.

Once a record is assigned to a specific group, all members of that group will have access to view and take actions on the record, according to their roles and permissions.

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