Groups show up on your reports, so they can be useful for filtering by teams or departments to figure out their total travel spend. If you have a Premium account, 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
- Press Groups
- Press New group
- Enter a name for your group and type to add people
- Press Create group
Add/Remove people from a Group
To add or remove people from a Group, follow these steps:
- Go to Company settings
- Press Groups
- Select the Group you want to add or remove users from
- To add a person to the group, search by their name or email
- To remove a person, click the X to the right of their name
- Press 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.