Add and Manage Field Employee Groups

Accessing Field Employee Groups

To manage field employees, go to Settings > Field Employees. You’ll find two sections:

• Manage Employees – Set up and manage individual employees, including permissions and supervisor roles.
• Manage Groups – Create and organize teams of field employees and assign field employees to these groups.

Setting Up Field Employee Groups

Group employees based on your needs—schedule, specialty, location, or other criteria. Assign a Group Supervisor and add team members.

Office Users with the right permissions can create and manage these groups.

Using the Field Employee Groups Table

When you go to Manage Groups, you’ll see a table with these columns:

• Group Name – The name of the team.
• Supervisor – The team leader’s name.
• Drivers/Crews – The number of employees in the group.
• Actions – Edit or delete the group.

Sorting the List

Click a column header to sort the list by that field.

Filtering Groups

Use the Filter Bar to find specific groups or supervisors. Click Clear Filter to reset the list.

Changing the Number of Groups Displayed

Select how many groups to show per page: 15, 25 or 50,. Use Previous and Next buttons to navigate pages.

Creating a New Group

1. Click + Add New.
2. Enter a Group Name.
3. Select a Group Supervisor from the drop-down list (only employees with Supervisor Access will appear).
4. Add field employees to the group.
5. Click Save to create the group.

Note: Supervisors can only manage one group but can also be listed as crew members.

Updating a Group

1. Find the group in the list.
2. Click the 3-dot menu and select Edit.
3. Make the necessary changes.
4. Click Save to update.

Deleting a Group

1. Find the group in the list.
2. Click the 3-dot menu and select Delete.
3. Confirm by clicking OK or cancel the action.

The group will be removed from the list.