Overview: If you want to assign users and records (such as requisitions, jobs, and employee contracts) to specific groups to control their access and visibility, we recommend creating groups and assigning members to each. This helps set clear boundaries on what each user can access within the platform.
To create a group, follow these steps:
Navigate to Groups: Go to "Settings > Company Settings" and click on the "Groups" tab
Add a New Group: Click the "Add group" button to be directed to the form page
Set Up the Group: Enter the group name and add the desired group members
Save Your Group: Once done, hit "Save" to create the group
You can now assign records to your newly created group.
For more information on managing groups and their members, refer to the following articles: