How to create and assign sections to users ?
How to create sections ?
For more ease and clarity, you can easily split your account into different sections. This is particularly useful if you have a large number of users.
This means that in the "Schedules," "Clocking," "Team," "Reports," and "Documents" menus, only information related to a specific section will be displayed.
To create a section, go to your Account Settings ⚙️ → Sections → Manage sections. Click the green "New" button.
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In the window that opens on the right side of your screen, give it a name, a colour, and an address (if necessary).
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Once sections have been added, they are available in the search bar at the top left of your screen.
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How to assign sections to my users ?
Individually
Go to the Team menu → Users → Select a user → Profile → Settings. In this tab, select the sections this user is part of.
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Collectively
To assign a section to multiple people at once, go to your account settings ⚙️ → Sections → Section Management. Click on "assign" at the end of the line for the relevant section and select the collaborators who are part of it. Then click on "Edit".
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Updated on: 19/02/2025
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