How to Create and Edit a Group

You can create Groups in the Soldo web app to organise your company’s resources in a clear and structured way. A Group brings together users, cards and wallets that relate to a specific team or project. This helps you keep your account tidy and gives you a simple way to review spending activity.

Create a new Group

You can create a Group at any time based on the needs of your organisation. For example, you may want a Group for a department, a project or a location.

To create a Group:

Select Groups from the navigation menu.
Select Create group.
Enter a name for the Group.
Add an optional description if you want to share extra context.
Select Confirm.
After you create the Group, you’ll need to add your resources before you start seeing transactions. Select the Group from the list.
You'll land on its Overview tab. From here you can quickly add users, cards and wallets, and you can return at any time to manage everything in one place.

Note: New Groups start empty and when you've added some resources, the system won’t move historical transactions into the Group. Only new spending connected to the Group’s resources will be shown.

Edit a Group

You can update a Group’s details at any time. To do this:

Open Groups from the navigation menu.
Select the Group you want to edit.
Select the More options menu (three dots).
Choose Edit group details.
Update the name, description, or group type.
Select Save.

Changes update instantly and won’t affect any of the Group’s users, cards, wallets or historical transactions.

Delete a Group

You can delete a Group if it’s no longer needed. Before deleting, check whether there are users in the Group who rely on its structure or visibility.

To delete a Group:

Open Groups from the navigation menu.
Select the Group you want to remove.
Select the More options menu (three dots).
Choose Delete group.
Confirm the deletion.

Note: Deleting a Group doesn’t remove users, cards or wallets from your company account. Any past transactions stay visible in your reports and remain associated to the Group for audit accuracy.

Tips for using Groups

Use simple and recognisable names such as “Marketing”, “London Office” or “Project Apollo”.
Add descriptions to help you identify and understand the purpose of the Group.
Keep Groups focused and avoid mixing users across multiple Groups (Transactions will need to be manually assigned when a user exists in more than 1 Group).

Availability

Who: Super admin, Admin (Full access), Limited admin, Accountant (View only), Leader (View only for Groups they manage)

Pricing plan(s): Unlimited

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