Who this is for: System administrators. Requires 'Group Setup' permission.
Overview:
This guide explains how to create a new group within an existing group type (e.g., adding "Team C" to your "Teams" type).
How Adding Groups Works:
Groups let you organise users by categories, for example, department, location or team. Adding new groups helps maintain accurate team structures as your organisation evolves.
How to Add a New Group:
- Navigate to Admin Tools > Admin Panel > System > Group Types
- Click List next to the relevant Group Type
- Click +Add new at the top
- Enter:
- Group Name (e.g., "Team C")
- Priority (optional; 0 = highest in lists)
- Set minimum staffing levels if required (see separate guide)
- Click Save at the top of the page
Additional Information:
- Key terms:
- Group Type: The category (e.g., "Departments")
- Group: The specific team/location (e.g., "Marketing")
- Permissions: Requires 'Group Setup' access
- Tip: Use clear, consistent naming (e.g., "UK-Marketing" vs "Marketing-UK")
- Reminder: New groups won't contain users - assign them afterwards using our Bulk User Update tool
- Search tip: Use the search bar to quickly find "Group Setup"