Business groups

To add a business group, open the main menu, select the module People, Settings and click the option Business Groups.

The Business Groups section will be displayed, where you can create groups by clicking the Add Business Group button, associate people with the group by clicking the Edit (pencil) icon, and remove a group by clicking the X icon.

When you click the Add Business Group button, a new section will be displayed asking for the group name and a description if necessary.

When you click Save, the department will be added to the list of positions, and you can add people to the group by clicking the edit (pencil) icon in the list.

When you edit the group in the list, a new page will be displayed, allowing you to edit the group name and access the card Companies in the Group.

Accessing the card Companies in the Group, you can add individuals and legal entities to the group by clicking the Associate new person button.

When you click the Associate new person button, a new section will be displayed, allowing you to search for people registered in the system.

If you remove a person from the group, a confirmation window will be displayed.