How to create a Group?

To create a group, click on the "Rules and policies" tab of the left-side menu, then on the dedicated "Groups" section.

Click on the "Create a group" button at the top right corner of your screen.

You will have to give the new group a name to easily find it back.

Once the group is created, you can add it to programs (spending policy section of the given program).

More information can be found in the below articles 👇

• How to implement the mobility rules and policies?
• How to implement the spending policy?
• How to set up expense approval rules?

You can add employees to a group when creating their account or change the group of existing employees (through their spending policy).

More information below 👇

• How do I add a new employee on Skipr?