User groups

Purpose: Some companies might have multiple branches or wish to differentiate between their various teams. This functionality allows you to create a group that can then be assigned to one or more users.

View Setting

➡️ Profile Icon > Settings > Users > User Groups > View

When you create your initial user group, it will automatically be assigned to all users.

Add User group

➡️ Complete User group field > Add user group.

Screenshot 2024-04-24 171726.png

Edit User group

➡️ Click Edit > Amend Reason > Save free of charge reason

Delete User group

➡️ Delete > Type Delete > Delete


Once a User Group has been used, it cannot be deleted

User Management

Updating a User group

➡️ Settings > Users > Users > View > Click "View" for a specific user > Edit business details > Select User Group from dropdown menu > Save.

Screenshot 2024-04-25 202750.png


View/hide a user group from the diary

➡️ Diary > Filters > User groups > Tick/Untick User Group.

Screenshot 2024-04-25 203028.png