Set up your organization structure with groups

• Only Admins can use this feature

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. 

You'll need to create the groups before you can add people to them. You can create new groups manually or bulk import with a CSV.

For more information, see Edit, archive and add new categories to groups.

Create new groups manually

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, name your group and click Save
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 group names with CSV

1. Under Add or upload groups, click Import from CSV and then click Download our CSV template
   
   
2. Add your group names in the first column and save it
3. Upload your groups by clicking Import from CSV and then Select CSV file
4. You'll need to add people to each group

Adding people to a group manually

1. Go to Account Settings 
2. Under Account, select Groups
3. Go to the group category and on the group you want to update, click the 3 dots, then click Edit
   
4. Under Assign group to people search for a select the people you want to assign
5. Click Save changes

Assigning groups from a traveler’s profile

You can also add people to groups from their profiles.

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