Groups will allow you to divide your entity in structures you currently using in your company. Groups are an extension of entities, which are legal company structures with a unique VAT number.
Getting started using groups
Go to Fleet Overview
Click ✎ Set up entities and groups
Select the entity you want to create a group for. A side panel will open.
If there are no groups yet, click Create first group.
If there are already groups created, click View all groups.
How to add a driver to a group
There are multiple ways to make sure a driver is linked to a group.
Add a driver to a group via the invite flow
The invite flow is extended with a dropdown list for groups.
This dropdown is only visible if at least one group is present within the selected entity. You will need to create a group before you are able to add or move a driver to a group via the side panel.
Add a driver to a group via your Fleet Overview
Tap the ✎ of the driver, or select the driver and click edit, you want to add to a group or when you want to move the driver to another group. A side panel will open and you will be able to select or modify the group.
Go to ✎ Set up entities and groups - Select the entity - View all groups. Tap ✎ Edit.
Things to keep in mind when creating groups
Every group needs to have a unique name.
Every (sub)group needs a unique name within the same level of the same entity.
A subgroup can be named the same as another subgroup if is not added to the same group.
A driver can only belong to one (sub)group.
A driver is not required to be added to a group.
You can create up to 2 levels of groups (groups and subgroups).
