How to: Manage groups

Groups are a useful way to categorise employees. A practical Groups structure makes it easy to find employees and run reports.

Tātou Office / Groups

Create a new group

1. Login to the Office app.

2. Select People > Groups from the top menu.

3. Click Add new group.

4. Enter the new group's title and description (optional).

5. Save your changes.

Add Employees to a Group

1. Login to the Office app.

2. Select People > Groups from the top menu.

3. Click the group you want to add employees to.

4. Click Add employees.

5. Using the dropdown, select as many employees as required.

6. Save your changes.

Open

Remove an Employee from a Group

1. Login to the Office app.

2. Select People > Groups from the top menu.

3. Click the group you want to remove an employee from.

4. Find the employee by scrolling or using the search field.

5. Click the  button to remove the employee.

6. Save your changes.

Open

Tātou Office / Employees

Edit an Employee's Groups

1. Login to the Office app.

2. Select People > Groups from the top menu.

3. Select the Employee you wish to edit.

4. Click Edit.

5. In the Groups, Roles and Crew field, click the dropdown to select as many groups as you wish to add:

   1. You can remove a single group by clicking the  next to its name.

   2. You can remove all groups by clicking the  next to the dropdown arrow.

6. Save your changes.

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