> For the complete documentation index, see [llms.txt](https://hub.equipme.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://hub.equipme.io/dokumentation/organization/groups.md).

# Groups (organizational units)

Groups (organizational units) such as departments, teams and projects: types, group roles, templates, tags and use in approvals.

**Path:** sidebar → "My company" → **"Company" → "Groups"**

Groups map your company's organizational structure: departments, teams, projects or (subsidiary) companies. An employee can belong to several groups.

## What groups are used for

* **Approvals:** With the approval type "Department Manager Approval", the managers of the employee's **departments** approve (see [Configure approvals](/dokumentation/procurement/approval-settings.md)).
* **Automatic equipment:** The group's onboarding template ("Template" tab) automatically assigns services to new members.
* **Reservation:** Services, e.g. in the warehouse, can be reserved for a group.
* **Responsibilities in the Service Portfolio:** Groups can manage services, process orders or act as service owner (see [Service Portfolio](/dokumentation/offer-management/service-portfolio.md#responsibilities)).
* **Self-service tags:** Tags on a group apply to all members.
* **Filters and analyses** in lists and in controlling.

## Group types

| Type             | Use                                                                                  |
| ---------------- | ------------------------------------------------------------------------------------ |
| **"Department"** | Business departments. **Only this type** counts for the department manager approval. |
| **"Team"**       | Teams within or across departments                                                   |
| **"Project"**    | Project groups                                                                       |
| **"Company"**    | Companies within a group of companies                                                |
| **"Custom"**     | Everything else (default when creating)                                              |

{% hint style="warning" %}
The **type cannot be changed after creation.** If the wrong type was chosen, create the group again.
{% endhint %}

## Group roles

Every member has a **"Group role"** in a group:

| Group role           | Meaning                                                                                                                                                                                                                                                                                                                                                                                                        |
| -------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **"Member"**         | Regular member                                                                                                                                                                                                                                                                                                                                                                                                 |
| **"Manager"**        | Leads the group. Automatically receives the **"Team Manager"** role and may view and approve order requests of the group members.                                                                                                                                                                                                                                                                              |
| **"Deputy Manager"** | With "Department Manager Approval", receives the approval requests of the department members **just like the manager** (as an approver, not only as an observer). Does **not** automatically receive the "Team Manager" role. So that the deputy can also decide requests, assign a role with approval rights, e.g. "Team Manager" (see [Roles and rights](/dokumentation/settings/roles-and-permissions.md)). |

## Creating a group

1. Click **"New"**.
2. Enter **"Name"** (required) and **"Type"** (required).
3. Optional: "Company name", "Category" (free text with suggestions), "Email", "Description".
4. Save.

## The group detail page

* **"Employees" tab:** **"Add"** or **"Remove"** members and change the group role with **"Set role"**. When members are added, the services of the group template are assigned automatically.
* **"Services" tab:** Assign services to the group or reserve them for it. Those involved are informed by email.
* **"Template" tab:** "All employees in the group automatically receive the services defined in this template." With the "Active" switch and "Use free inventory first", as for the [location](/dokumentation/organization/locations.md#template-tab). This is an onboarding template, not a Marketplace template from [template management](/dokumentation/offer-management/template-management.md). If you assign a Marketplace template to a group there in the "Groups" tab, the members do not receive anything automatically.
* **"Further information" tab:** your own [custom fields](/dokumentation/organization/additional-information.md).

## Tags

In the group list, use **"Actions" → "Add tags" / "Remove tags"** to add tags to several groups at once. Group tags are **inherited** by all members. Inherited tags cannot be removed in the employee profile; tags assigned manually to the employee remain separate. Among other things, tags control which offers employees see in self-service (see [Enable self-service](/dokumentation/self-service/self-service-setup.md)).

## Deleting a group

Via **"Actions" → "Delete"** or on the detail page. Only possible if no employees and no services are assigned to the group anymore.

## Frequently asked questions

**The department manager approval does not take effect.**

Check whether the group has the type "Department", whether the employee is a member and whether someone has the group role "Manager" or "Deputy Manager". Without a manager, there is no automatic forwarding to the supervisor.

**What is the difference between supervisor and group manager?**

The supervisor is entered directly on the employee. The group manager results from the group role. Which of the two approves is determined by the [approval type](/dokumentation/procurement/approval-settings.md).


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