How to create user groups

Brian Zurawski

23 Sep, 2026 - Updated 21 days ago

Users

How to Create User Groups

Organize users into groups for filtering, reports, time off, and hours.

User groups are a powerful way to organize your users. Groups make it easier to filter the dashboard, run reports, manage time off, and track time and hours.

Step 1 Open the Users Section

Step 2 Open User Group Assignment

Click the Edit button next to any user.

Scroll down to the System Information section, find User Group Assignment, and click Manage Groups.

Manage Groups in the System Information section

Step 3 Create a New Group

In the pop-up window, click Add Group, enter a descriptive name, and click ADD.

Tip: To create more groups, repeat this step.

Step 4 Assign Users to Groups

When your groups are ready, close the group window and select the groups for this user from the list.

To add a new user, see How to Add a New User.
To add several users at once, see Bulk Add Users.