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Help & Customer Service

# Groups

You can use groups to organize users and purchase settings based on your business needs.

You can create groups based on purchasing need, business units, departments, P-card, or your company needs. Common groups include department, location, cost centers, or projects.

Groups may have one or more administrators, and one or more requisitioners. You can have an administrator for the business who manages all individual groups, or an individual administrator can be created for each group.

## Add, manage, or delete groups

After the business account is registered, the administrator can add, edit, remove, or search for groups:

1. Under Your Account for Business, select Business Settings.
2. Select Groups.
3. Select Add a Group, or from Actions, select Edit or Delete.

Note: You can only delete empty groups. If a group has sub-groups or users, move or remove them before deleting the group.

## Add a user to a group

Administrators can add users to groups if they have permissions for that group. To add a user:

1. From the Business Settings page, select Groups.
2. Select the group to which you want to add a user.
3. Click the Add people button, then select Add people.
4. Enter the email addresses of the users you wish to add, and assign them roles by selecting Requisitioner and/or Administrator.
5. Click the Add button.

## Group payment methods, shipping addresses, and approvals

Groups can be set up to allow individual or shared payment methods. If a group uses shared payment methods, administrators set up shared payment methods and shipping addresses that are available to all users when purchasing on behalf of the group.

Approvals can be required or optional for an entire group. If approvals are required for a group, all users in the group are required to get order approvals on a per-order basis, per the set spending limit.

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