Groups show up on your reports, so they can be useful for filtering by teams or departments to figure out their total spend. If you're a Premium user, you can configure different approval processes per group.
Who can use this feature?
- By default, only Admins can manage groups
Add a new group
Add a new group by following these steps:
- Go to Company Settings.
- Click Groups
- Click Create a new group
- Create a name for your group and add users
- Click Save Group
Add/Remove people from a Group
To add or remove people from a Group, follow these steps:
- Go to Company Settings.
- Click Groups
- Click the Group you want to add or remove users from
- To add a user to the group, search by their name or email.
- To remove, click the X to the right of their name
- Click Save Group
Good to know: People will be able to see which groups they are in.
Tip: You can filter reports by a specific group, to see all the trips taken by those people in one place.