Overview

Groups in Tapify help organize team members by department, location, or other categories. Ideal for large companies or multi-office teams. They simplify management, filtering, and allow customized branding per group.

Create a group

  1. Go to your workspace’s Settings > Groups.

  2. Click on Create a group at the top right of this page.

  3. Name your group and click on Create.

Your group is now created. You can assign it to a specific template — learn more.

Assign team members to a group

  1. Go to your workspace’s Team Management.

  2. Click on the three dots next to the team member you want to assign.

  3. Select Settings.

  4. Select a group from the dropdown.

  5. Click on Save.

Now, this team member has been successfully assigned to this group.

Deleting a group

  1. Go to Settings > Groups.

  2. Click Delete next to the group.

When you delete a group, assigned team members automatically don’t belong to any group anymore.