Add and manage resources in a Group

Groups help you keep users, cards and wallets organised in one place. This makes it easier to understand which resources belong to each department, project or business area. You can add or remove resources at any time, and everything updates instantly.

What resources mean in Soldo

Resources are the items you can organise inside a Group. These include:

• Users
• User cards
• Company cards
• Company wallets 

When you add a user to a Group, any user card they own is added automatically to the Group. This keeps everything together and avoids manual work. 

Add resources to a Group

You can add users, cards and wallets directly from the Group’s Overview tab. To add resources:

1. Open Groups from the navigation menu.
2. Select the Group you want to manage.
3. You’ll land on the Overview tab.
4. Choose one of the options on the right side:
   • Add users
   • Add cards
   • Add wallets

5. Select the items you want to add.
6. Select Confirm.

Manage users in a Group

The Users tab shows a full list of all users in the Group. From here, you can:

• Add users – select Add users and choose who should join the Group.
  
• Remove a user – select More options next to their name and choose Remove from group.
  
• Remove users in bulk – select the checkboxes next to each user and choose Remove from this group.
  
• Assign manager permissions – choose More options and select Assign manager permission. You can assign the default Leader role or a custom manager type. You can edit or remove these later.
  

Manage cards in a Group

The Cards tab shows all cards added to the Group. This includes:

• Company cards added manually.
• User cards added automatically when their owners join the Group.

To add more cards:

1. Open the Cards tab.
2. Select Add cards.
   
3. Choose the cards you want to add.
4. Select Confirm.

Manage wallets in a Group

The Wallets tab lists all company wallets added to the Group. To add more:

1. Open the Wallets tab.
2. Select Add wallets.
   
3. Choose the wallets you want to include.
4. Select Confirm.

How transactions are linked to a Group

When possible, Soldo assigns the transaction to the correct Group automatically. If a user belongs to several Groups, they’ll need to select the correct Group in the transaction details so your reporting stays accurate.