With user groups, you can add your company's organizational structure to Perk. You can create teams, departments, locations, or any other groups and assign people to them. 

You’ll need to create the group category and groups before you can add people to them. You can create new groups manually or bulk import with a CSV.

For more information, see Edit, archive, and add new categories to groups.

Note: Company admins can view user groups. However, they can only create, archive, or manage user groups when they are assigned the company admin role for all companies, since these settings are account-wide.

Create new user groups manually

1. Go to Settings > Account > User groups.
2. Click Add groups.
3. Under Choose group category, select the category you want or create your own.
4. Under Add or upload groups, click Add new, name your group, and click Save.
5. To assign people to a group, click the three dots and select Edit. You can only add each person to one group in a category.
6. Under Assign people to group, search for and select the people you want to assign, and then click Save changes.
7. Once you’ve finished adding your groups, click Save changes.

Bulk import group names with CSV

1. Go to Settings > Account > User groups.
2. Click Add groups.
3. Under Choose group category, select the category you want or create your own.
4. Under Add or upload groups, click Import from CSV and then click Download our CSV template.
5. Add your group names in the first column and save it.
6. Click Import from CSV and then Select CSV file.
7. You’ll need to add people to each group.

Adding people to a user group

You’ll need to create the groups before you can add people to them. You can add people individually or in bulk using a CSV file. 

1. Go to Settings > Account > User groups.
2. Under Group category, find the category you want to update, click the three dots, then click Edit.
3. Go to Add or upload groups, and on the group you want to update, click the three dots, then click Edit.
4. Under Assign group, search for and select the people you want to assign or click Import from CSV.
5. Click Save changes.

Assigning user groups from a traveler’s profile

You can add people to groups individually from their profiles.

1. Go to the People page.
2. Search for the traveler, click the three dots next to their name, and select Edit organization information.
3. Go to Operational information and click Edit. 
4. Under Groups, select the location and team.
5. Click Save.