The Group dashboard and multi-entity management capabilities in Payhawk allow you to manage your teams and team settings on a group level, namely, you can create group teams, set the name of your group organization structure, and manage permissions for your team managers.
Creating group teams
If you don’t have teams in your entities, you can start creating group teams immediately:
Hover over the Group dashboard and click on Employees > Teams.
On the screen that appears, click on Create a team.
If you already have created teams, you won’t be able to use the Group Teams functionality by default. Contact the Payhawk Customer Success and Support team.
Setting the name of the group organization structure
You can apply any custom names to your Payhawk Teams that are relevant to your Group:
Log in to the Payhawk web portal.
From the Group dashboard, go to Settings > Teams.
Switch on the Use custom organization structure name option.
Enter the desired name in the Name (singular) and Name (plural) input fields.
Click on Update.
Each entity can set a custom organization structure name locally.
Permissions
From the Group dashboard, Group administrators can allow team managers to view and freeze the cards of their team members.
The configured permissions will apply to all entities. Local administrators will see this option as read-only.
On the entity level, Group administrators can:
Manage employee data.
See users as part of that entity.
See managers of every team without being able to change them even if they are not part of that entity.
Invite users to teams.
See the Group Team structure without being able to make any changes to it.
On the Group level, Group administrators can create, edit, and delete Group teams in the following way:
Go to Teams and select a team by clicking on it.
Once you create, edit, or delete, you will enter an editing state.
You can also revert to the last saved state by clicking on Save & Apply.
Group administrators can select a manager for a team without the need to invite them to all entities where they need to approve.
3. Once you’re ready with the changes, click on Confirm. This action will replicate the group team structure in all entities.
