Title here
Summary here
Groups
Groups provide a flexible way to collect related organisational records. A group may represent an operating cluster, reporting grouping, business segment, or other classification that sits alongside the formal hierarchy.
Screenshot: Organisation Groups list view
Fields
| Field | Meaning |
|---|---|
| Name | The display name of the group. |
| Code | The unique short identifier for the group. |
| Group Type | The classification or purpose of the group. |
| Members | The companies, locations, units, or records included in the group. |
| Status | Indicates whether the group is active. |
HowTo
- Open Organisation.
- Select Structure.
- Open Groups.
- Create a new group or open an existing group.
- Add members and save the record.
Screenshot: Organisation Group member sub-list