Creating Groups

If you want to boost the analytic and reporting functions of your Waytobi account you should definitely try creating groups and assigning users to those groups. Those can include users from the same teams, departments, offices, etc. The best part is, you can create as many groups as you need.


In this section we will discuss the following:

  1. What groups are used for
  2. How to create a group
  3. Adding users to groups

1. What groups are used for

Just like the KPIs, users and groups are all interconnected. The platform allows you to monitor the behavior of those KPIs together as groups. For example let’s say you have a COGS KPI assigned to 5 users based on 5 different countries, so in the report you could have the following data:

  • The total COGS KPI performance for the whole company
  • Its performance for each location
  • Additional structure types

2. How to create a group

If you’ve already decided to set-up groups in your account, here is what you should do:

  1. Click Users under Administrate drop-down menu;

  2. Click the Manage User Groups button on the top left side of the screen.
  3. The pop-up for group creation where the fields are already filled with actual values will apear. You can leave those as they appear, or you can make the necessary changes and save the group.

To create a new group you will have to:

  1. Put the group name in header field;
  2. Click the Add a new group button;
  3. Now you will see the new group on the list. If you need to add items to the group, please choose the group
    name from the main category field, type the name and click the Add a new group button to finalize;
  4. In case you’ll need to enter more group items, simply repeat the process.

3. Adding users to groups

 Now that you’ve already created groups and items you can also try adding users to those groups. To do so, please follow
the steps listed below:

  1. Click Users under Administrate drop-down menu;
  2. You will now see the list of registered users;
  3. Click the edit (pencil) icon on the right side of each user to edit their info details;
  4. Now, on the pop-up select the group item you want;
  5. Click Save to update the user information.

Please note that each user can be assigned to more than 1 group but only 1 item from each group.

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