Set up your organization structure with Groups

With Groups, you can add your company organizational structure to TravelPerk.

You can create teams, departments, locations, or any other groups and assign people to them. 

Create new groups

1. Go to Account Settings 
2. Under Account, select Groups
3. Click Add Groups
4. Under Choose group category, select the category you want or create your own
5. Under Add or upload groups, click Add new and name your group 
6. To assign people to a group, click the 3 dots and select Edit - you can only add each person to 1 group in a category
7. Under Assign people to group, search for and select people and click Save changes
8. Once you’ve finished adding your groups, click Save changes

Bulk import with CSV

1. Click Import from CSV and download the template
2. Add your group names in the first column and save it
3. Upload your groups by clicking Import from CSV and selecting your CSV file
4. You'll need to add people to each group - go to Account Settings, under Account select Groups. Go to Assign people to group, search for and select people and click Save changes.

Editing groups

You can edit, archive and add new groups to a category at any time.  

1. Go to Account Settings 
2. Under Account, select Group
3. On the group you want to edit, click the 3 dots and select Edit
4. Once you've made your changes, click Save changes

Adding new categories 

1. Go to Account Settings 
2. Under Account, select Groups
3. Click Add Groups
4. Under Choose group category, select a new category or create your own
5. Click Add or upload groups
6. Add new groups to this category and assign people

Archiving groups

You can't delete a group, but you can archive it so it doesn't appear in your group list. 

You can also archive categories and this will archive all groups within that category.

1. Go to Account Settings 
2. Under Account, select Groups
3. On the group you want to archive, click the 3 dots and select Archive group

Unarchiving groups

1. Go to the Archive tab
2. On the group you want to unarchive, click the 3 dots and select Unarchive 

Assigning groups from a user’s profile

You can also add people to groups from their user profiles.

1. Go to the People page
2. Search for the user, click the 3 dots next to their name and select Edit account settings
3. Under Groups, select the group