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:
In the Payhawk web portal, go to Group dashboard > Employees > Teams.
On the next screen, click on + New.
In the dialog that opens, fill in the name of the new team and select a parent team if applicable. Click on Create.
On the next screen, select the team members and managers from the respective drop-down menus.
Renaming group teams
To rename your team:
In the Payhawk web portal, go to Group dashboard > Employees > Teams and select the desired team.
Click on its three-dot menu and select Edit.
In the dialog that opens, update the name of the team and click on Save.
Adding and removing group team members
To add new members to your group team, select them from the drop-down menu.
To remove team members from your group team, hover over the desired name and click on x.
Adding and removing group team managers
To add new managers to your group team, select them from the drop-down menu.
Group administrators can select a team manager without the need to invite them to all entities where they need to approve.
To remove team managers from your group team, hover over the desired name and click on x.
Deleting group teams
To delete a group team:
In the Payhawk web portal, go to Group dashboard > Employees > Teams and select the desired team.
Click on its three-dot menu and select Remove team.
In the dialog that opens, click on Delete.
Moving teams to other group teams
You can also move teams and sub-teams to include them as a sub-team of another group team or move them out of existing teams:
In the Payhawk web portal, go to Group dashboard > Employees > Teams and hover over the desired team or sub-team.
Click on the arrow icon.
In the dialog that opens:
If you want to move a team as a sub-team of another team, select the parent team from the drop-down menu.
If you want to make a sub-team a parent team, select None from the drop-down list.
Click on Continue.
Merging group teams
On the group level, you can merge teams only if they have no sub-teams.
As a result of the merge:
The team members of the merged team will be added to the team members of the target team
The team managers of the merged team will be added to the team managers of the target team.
To merge your teams:
In the Payhawk web portal, go to Group dashboard > Employees > Teams and hover over the desired team or sub-team.
Click on the arrow icon.
In the dialog that opens, select the target team for the merge from the drop-down menu.
Select the Merge teams option.
Click on Continue.
Setting a custom name for your group team structure
You can apply any custom names to your Payhawk teams that are relevant to your group:
In the Payhawk web portal, go to Group dashboard > 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.
Setting entity visibility and External IDs for your teams
Within the group settings, you can now choose which teams should be visible for specific entities and hide those that are not relevant. Additionally, you can assign teams to particular entities and either use a unified external ID across all entities or assign a unique ID for each one.
Go to Group dashboard > Employees > Teams and select the desired team.
In the Entity visibility section, click on Edit.
In the dialog that opens, select the entities for which the team should be visible and deselect the ones that are not relevant.
To set a unique external ID for the team for each entity, switch on the External ID toggle and fill in the information.
To have the same external ID for the team across all your entities, leave the toggle off and fill in the ID.
Click on Save.
