Personnel Groups

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Personnel Groups classify your team — used for permissions, In/Out board access, and reporting.

Personnel Groups list: Admin, Contractor, HR, Sales, and Service, all built-in

Built-in Groups #

Every company starts with five built-in groups — Admin, Contractor, HR, Sales, and Service — covering the common roles most trade businesses need. A person can belong to more than one group (see the Groups checkboxes on their Personnel record).

Adding a Group #

Click Add new to create a custom group beyond the built-in five, if your company needs a role they don’t cover.

The Group List #

The list shows each Group and its Description. Reach it with Manage groups on the Personnel List. Click a group to edit, or Add new.

  • Group name (required) and Description.
  • The five built-in groups can’t be renamed or deleted, though you can still edit their description.
  • Delete a custom group any time. Personnel in it simply lose that group; no one is deleted.

What Groups Are Used For #

  • Filtering — the Personnel List shows each person’s groups, and the Time Tracking Calendar can show A group at a time.
  • In/Out board — the Allowed groups on a person’s In/Out tab let them add a whole group to their board.
  • Finding people when you assign or schedule them on an order: the Find Personnel dialog can filter by group.
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