Using staff groups

Sellsy allows you to set up staff groups and assign employees to them.

The key advantage of this feature, particularly for large teams, is allowing each group to access only their documents and statistics. Of course, an employee can belong to several groups.

When a group member creates a document, it is automatically shared with the group(s) to which they belong.

To create a staff group, click Settings > Team and then select Groups.

A list of your employees appears. Click Add a group.

Choose a name for your group. It will appear below your staff list.

Then, simply drag the users in the group window.

This article was helpful?