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Group Management

Audience: Group Admin, Super Admin
Page Type: How-To Guide

Overview​

A group (holding) holds several companies together. The group owner and the Group Admins have access to every company in the group. Group operations are done from Settings → Group Management; Super Admins also use Admin → Holding Groups.

Creating a group​

  • A new group is created automatically at sign-up: the person who signs up becomes the group owner, a Group Admin, and Admin of the first company.
  • Otherwise only a Super Admin can create a new group. Group Management has no option to create a group.

Adding a Group Admin (invitation only)​

Group Admins are added only by invitation; there is no option to pick an existing user and make them a Group Admin.

  1. Select a company of this group from the top menu (the group needs at least one active company for an invitation)
  2. On Group Management, click Invite
  3. Enter the email address and send the invitation

When the person accepts, they become Admin of the selected company and Group Admin of every company in the group. Super Admin accounts cannot be invited as Group Admins. Invitation rules: User Management.

Removing a Group Admin​

  • The group's Group Admins (owner included) and Super Admins can remove a Group Admin.
  • The group owner cannot be removed; transfer ownership first.
  • The group's last active Group Admin cannot be removed.
  • The removed person's sessions end. Their company memberships (for example the Admin membership that came with the invitation) do not change.

Leaving a group​

A Group Admin who is not the owner can leave the group with Leave group on their own row. Their admin rights end; their company memberships do not change. The owner cannot leave; they must transfer ownership first.

Transferring ownership​

  1. Click Transfer ownership
  2. Pick the new owner among the group's active Group Admins
  3. Confirm with Transfer
  • Only the current owner or a Super Admin can transfer ownership.
  • The new owner must be another active Group Admin of this group. Ownership cannot go to a suspended account or a Super Admin. If there is nobody to transfer to, invite a Group Admin first.
  • The previous owner stays a Group Admin and can later be removed or leave the group.

Deleting a group​

  • Only the owner and Super Admins can delete a group.
  • Deleting removes and suspends every company in the group; Group Admins' sessions end.
  • You are asked to type the group name to confirm.

Company status​

Only the group's Group Admins and Super Admins suspend or reactivate a company of the group. A suspended company is read-only for its users; Group Admins and Super Admins can still fix things. Details: Suspended Company.

See also​