Groups

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Group panel

Located to the left of the table. Shows:

• Tree of groups and subgroups
• Employee counts (in group / in subgroups / total)

Click on a group to see its employees.

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Include subgroups

When a group is selected, the Include Subgroups checkbox appears above the employee table. Toggle it to control which employees are shown:

• Enabled — shows employees from the selected group and all its subgroups
• Disabled — shows only employees who belong directly to the selected group

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Creating a group

1. Hover over a group
2. Click the menu icon
3. Select Add Sub-Group
4. Enter the name
5. Click Create

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Nesting limits

Maximum nesting level: 6 levels of subgroups. When the limit is reached, a message appears: “Cannot create subgroup. Maximum nesting level (6) reached.”

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Editing a group

1. Hover over a group
2. Click the menu icon
3. Select Edit Group
4. Change the name or parent group
5. Click Save

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Deleting a group

1. Hover over a group
2. Click the menu icon
3. Select Delete
4. Confirm deletion

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Blocked deletion

You cannot delete a group that contains employees. Message: “Group contains users. Free the group by moving or removing them.”

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Member counts

Hover over the counter to see details:

• In group: X
• In subgroups: Y
• Total: Z

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Permissions

Managing groups requires the Team Members → Manage Groups permission. Without it, the group context menu (create, edit, delete) is not available. Group visibility depends on your role — you can see your own group and all subgroups below it in the hierarchy.