How do I create a Group, and how do I add resources to it?

With Soldo, you can create Groups based on the specific needs, resources, and characteristics of your business. For example, let’s say you wanted to create a group to organise your company’s marketing team. Here’s how you would go about it in the web console:  

1. Select the Groups tab on the left  
2. Click the Create Group button  
3. Enter a Group name (ex. ‘Marketing London’), Group type (ex. ‘Department’), and Additional information (ex. ‘Company X’s marketing department in London’)  
4. Click Confirm new group  

Once you’ve created a group, you’ll be able to add resources (i.e. users, wallets, company cards, etc.) to it. Here’s how to do it based on the marketing example described above:  

1.  In the Groups section, select the group you just created from the rows displayed  
2.  In the panel on the right, click the ‘+’ symbol next to either Company wallets, Users, or Company cards depending on the resource you’d like to add to the group  
3. In the resulting screens, pick the company wallets (ex. ‘Marketing wallet’ in GBP), users (ex. ‘Copywriter’, ‘CMO’, ‘Head of Marketing’, etc.), or company cards (ex. ‘London Marketing Team’) to add to the group  
4. Click Add to group  

Once you’ve added the relevant resources to the group, you will be able to see them all in one place (under Groups) in the web console. Transactions made with cards assigned to a group will be marked with the name of said group.