Groups help you organise your company’s resources so you can keep everything structured and easy to manage. A Group brings together the users, wallets and cards that relate to a specific department, project or business area. This gives you a clear view of spending activity and makes it easier to keep things tidy across your company account.
You can also give selected users visibility over a Group’s spending by assigning a manager permission. This helps leaders stay informed without giving access to the whole account.
How Groups help your organisation
Groups make it simple to mirror the structure of your company inside Soldo. You can:
- Organise spending resources for a department, project or business unit.
- See everything in one place, including the users, company cards, user cards and wallets linked to that area.
- Help users stay focused on the resources they need.
- Give managers clear visibility and control over the activity that matters to them.
For example, you might create a Group for your marketing team, or for a specific project that involves people across departments.
What you’ll find in a Group
Each Group includes a set of tabs that help you see and manage everything in a structured way:
- Overview – A summary of all users, cards and wallets in the Group. You can add or remove resources directly from here.
- Transactions – A full list of transactions made by the users, cards, and wallets in the Group.
- Users – A list of every user in the Group. You can add or remove users, or assign manager permissions.
- Cards – All company cards added to the Group, as well as any user cards (automatically added when a user is added to a Group).
- Wallets – The company wallets used by the Group. These can be added or removed when needed.
How transactions appear in a Group
Soldo automatically associates transactions with the correct Group where possible. When a user makes a payment with a card that belongs to a Group, the transaction appears in that Group’s transaction list.
If a user belongs to more than one Group, Soldo can’t automatically know which Group the transaction relates to. In those cases, the spender needs to select the right Group in the transaction details. This ensures your reports stay accurate and meaningful.
When you remove a user from a Group, their past transactions stay linked to the Group so you can maintain a complete record.
Helping managers and leaders stay informed
You can assign manager permissions to any user in a Group to give them visibility over spending activity. A manager sees only the resources assigned to the Group they have access to, and they can switch into their manager role when they need an overview. More than one manager can be assigned to a Group if required.
Examples of how companies use Groups
- Departments: Marketing, Product, Finance or Operations.
- Projects: Cross-functional work where people from multiple teams need shared budgets or resources.
- Locations: Organising spending across different offices or regions.
- Business units: Keeping spending separate and easier to analyse for each unit.
Groups give you a simple and reliable structure that keeps your Soldo account clean and easy to understand.