Groups — overview

Groups are employee bundles you can use throughout Agenda: for shift planning, shared calendar views, group chats and targeted notifications. A group is not its own permission system — it’s a practical shortcut so you don’t have to assign everything to every employee individually.

What are groups for?

Shift planning — assign an appointment not to 5 individual people but to the “Cleaning team Köln” group.
Group chats — every member of a group is automatically part of the matching chat.
Notifications — send a push to every member of a group at once.
Reporting — hours, tours and orders can be reported by group.

Key terms

Group — a named employee bundle (e.g. “Glass cleaning”, “Field service Aachen”, “Sales”).
Main group — an employee’s home group. Every employee belongs to exactly one.
Secondary group — additional groups the employee is also a member of (e.g. for special projects).
Branch — a physical location. Groups can be branch-specific.

How to create a group

Open Groups in the menu.
Click New group.
Pick a clear name.
Optional: colour and icon (helpful for visual recognition in the calendar).
Add employees — individually or via “all from branch X”.
Save.

Example structure

A mid-sized cleaning company might have the following groups:

Main groups (unique per employee): “Glass cleaning”, “Floor cleaning”, “Office”, “Management”.
Secondary groups: “On-call”, “Weekend shift”, “Inventory team”.

This keeps shift planning, reporting and chats neatly sorted without complicated permissions.

Who uses groups?

Management defines the main structure.
Team leads shift employees between secondary groups to cover gaps.
Accounting reports hours per group for payroll.

Who needs which permission?

Task	Permission
See visible groups (your own + accessible ones)	Low
Create / edit a group	Medium
Move employees between groups	Medium
Delete a group	High

Connection to other areas

Calendar — appointments can be assigned to a group instead of an individual — Creating appointments.
Chat — groups have a matching group chat by default — Chat.
Quick Invoice / Recurring contracts — group members can issue invoices based on their permission.