👥 How to Add a Group?

Don’t underestimate groups — they are the backbone of your organizational structure!
Departments, teams, projects… everything starts with creating a group. Let’s walk through the steps:

🧭 Where Do I Start?

Navigate to: Admin Panel > Administration > Groups > Add

📝 Steps to Create a Group

When you click Add, you’ll see a few fields to fill out:

🔹 Name

Give your group a name. (For example, “Sales Team” or “Backend Team”)

🔹 Manager (Optional)

You can assign a manager to this group if you’d like. One person can manage multiple groups.

🔹 Type

Specify the type of structure this group represents:

• Team
  
  

• Department
  
  

• Squad
  
  

• Project group
  
  

💡 You can also create a custom type unique to your organization. To do this, first define the group type in the system. Click the “Group Types” button (right next to the Add button) and add as many types as you need.
For example, if your company works in an agile model, you could create a “Squad” type and set up groups accordingly.

🔹 Parent Group (Optional)

If you want this group to belong under a larger structure, select a parent group.
For instance, you can place “Customer Experience Team” under “Marketing Department”.

🔹 Features

• ☑️ Members of this group can create company goals
  If selected, members of this group can define company goals in the system. ⚠️ Note: You must first assign this group to employees via their employee profiles.

• ☑️ Use custom configuration
  This option allows you to enable or disable specific features just for this group, giving you flexibility to adapt to your needs.

✅ Final Step: Click Add!

Once you’ve filled out all the fields, you’re ready to create your group.
The first building block of your organizational structure is in place — now it’s time to set up the rest! 🚀