The Groups feature allows you to group projects together for easier data viewing and project administration.
A team member added to a group has access to any projects that belong to that group or any associated subgroups. A team member will have access to enter, edit, view and export data in alignment with their assigned role. While team members can belong to an unlimited number of groups, team members can also belong to individual projects that are not part of any of their groups.
To further segment projects and customize your account, you can add subgroups under each group. Each project can belong to one group or subgroup and all companies are set up with Main as the default group that will be the parent group of all subgroups.
Below is an example of a group set up.
Anyone with the Rhumbix Admin role can add and edit groups. Anyone with the Payroll Admin and PM roles can manage groups they are assigned to.
Please see below for instructions on how to manage and configure groups within your Rhumbix Account.
To create a new Group or edit an existing Group:
Click on Groups under Company Settings in the main menu.
Select the group at the top of the screen.
To add a Subgroup:
Click on Subgroups at the top of the groups page.
Click Add Row.
Enter the name of the subgroup you'd like to add. Optionally, you can also add a description of that group.
To assign a new Project to a Group:
Click "Projects" under Company Settings in the main menu.
Then follow these instructions.
To assign an existing Project to a Group:
Click "Modify" on the specific project in the Projects Dashboard under Company Settings.
The right rail will open, select group assignment from Group drop down menu.
Scroll down and click Save.
Please note that every project belongs to one Group. Initially, all projects belong to the "Main" Group.
To assign Team Members to a Group:
We have two methods on how you can assign team members to a specific group.
Import from CSV file
Manually add Team Members to Groups Dashboard
To import a list of employees,
Click here to download our template CSV file for team members.
For your convenience, please see below for more information about the Rhumbix employee information fields:
Employee ID, First Name, and Last Name fields are mandatory for all.
Employee ID is a unique ID Number (can be alpha/numeric) linked on with an employee. Rhumbix users often refer to the Employee ID number found through the ERP system.
Email and Phone Number are required for some.
All roles require an email except for Workers.
Foremen will also require phone number.
Trade & Classification are optional but can be used searching for crew members in the mobile app as well as for payroll processing.
Save your completed CSV file.
Navigate to the Groups Dashboard under Company Settings
Select the "Members" tab at the top left
Click on Upload under the Members tab
Drag your file into this box, or click on "Select a File" and add the file in. You will be notified if there are any errors in with the CSV.
To manually add employees,
Click Members at the top of the Groups page.
Click Add Row.
Type in the name or employee ID of the team member you'd like to add. They will appear in a dropdown menu for you to select.
Please note that your employee must already exist on your Team Members page in Company Settings in order for them to populate.
You can always find more information on setting up your Rhumbix account on our Support Center.