How do I Group Staff Members into Teams?

The organisation chart shows the structure of your company in a simple tree diagram which you can organise to best suit your chain of management. However, you may need to group staff into teams regardless of their direct line of management. 

Groups can be created for management, admin users, development, office juniors etc. and can be titled anything that you need. These work so that anyone clicking on the group can see the staff members within that part of your company.  

To do this, navigate to your staff directory

Select the members of Staff you wish to add to the Group by ticking the box to the left of their picture and then click on the Add to group tab at the top of the page

Enter a name in the box that appears at the top of your staff directory and click add to a group.

NB: Alternatively, you can add staff to an existing group by clicking the arrow in the dowp-down box and clicking add to a group.

You will see a notification appear centrally at the top of your screen to confirm that staff have been added to the group successfully.

The group can then be found in the viewing drop-down in the top right of your directory. 

Staff can be added to multiple groups. 

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