Help Center

Help Center Administrator Settings Groups

How do I create a group?

Learn the steps to create a group within your account hierarchy.

Navigate to the Groups page within your Admin Settings and select Create Group.
If given the option, select the group type “Reporting”.
1. If this step is not presented to you, then the group will automatically be created as a reporting group.
Select the Parent Group the new group will be placed under in the account hierarchy.
1. If no other groups have been created, the top level account will be the only option available.
Define a Group Name.

Optional Steps:

Assign a Group Admin to the group.
1. The Group Admin can add and manage other users within the group.
Assign Purchasers to the group.

Once created, groups can be managed and modified by selecting the group name in the Groups table.

Reporting Group Creation

*Separate Legal Entity group types are only available in US, CA, and GB.

Navigate to the Groups page within your Admin Settings and select Create Group.
Select the group type “Separate Legal Entity”.
Select the Parent Group the new group will be placed under in the account hierarchy.
1. If no other groups have been created, the top level account will be the only option available.
Provide the business legal name, business trading name (DBA), tax id, and relation to the parent company.
Provide the business address.
Select the “Bill To” preferences to be displayed on the invoices for purchases within the group.

SLE Group Creation