Understanding Groups

Groups are the primary way to organize entities in StructureGram. Think of them as containers that help you separate different clients, families, or projects.

What is a Group?

A Group is a collection of entities (individuals, companies, trusts, partnerships, SMSFs, and assets) that belong together. Each entity can belong to:

Multiple Groups - entities can appear in more than one group
Ungrouped - entities can remain without any group assignment
Multiple Entity Filters - focused subsets within each group

Common Use Cases

For Professional Advisors:

One group per client family
One group per corporate structure
One group per estate planning engagement

For Corporate Users:

One group per business division
One group per project
One group per legal entity hierarchy

How Groups Work

Entity Assignment

When you create an entity, you can assign it to a group:

During Creation: Select a group from the dropdown when creating an entity
After Creation: Change the group assignment in the entity's edit dialog
Ungrouped: Leave entities without a group assignment (accessible from "All Entities" view)

Group Scope

All entities in a group:

Are accessible when viewing that group
Can be included in diagrams for that group
Can be filtered into entity filters for focused views

Switching Between Groups

Use the group selector in the top navigation to switch between:

All Entities: View all entities across all groups
Individual Groups: View entities and diagrams for a specific group

Groups vs. Entity Filters

Understanding the difference between Groups and Entity Filters is important:

Concept	Purpose	Scope	Assignment
Group	Primary organization by client/family	All entities for that client	Multiple groups per entity
Entity Filter	Focused view for specific diagrams	Selected subset of group entities	Multiple entity filters per entity

Example:

Group: "Smith Family Trust Structure" (30 entities)
- Entity Filter 1: "Operating Companies Only" (8 entities)
- Entity Filter 2: "Trust and Beneficiaries" (12 entities)
- Entity Filter 3: "Asset Holdings" (15 entities)

Creating and Managing Groups

Creating a Group

Navigate to Settings > Groups
Click "Create New Group"
Enter a name (e.g., "Smith Family Structure")
Optionally add a description
Click "Create"

Renaming a Group

Navigate to Settings > Groups
Click on the group you want to rename
Click "Edit" or the edit icon
Update the name and/or description
Click "Save"

Deleting a Group

Warning: Deleting a group will also delete:

All diagrams for that group
All entity filters for that group

Note: Entities in the deleted group will remain if they also belong to other groups. Entities only in this group will be unassigned (ungrouped).

To delete a group:

Navigate to Settings > Groups
Click on the group you want to delete
Click "Delete" or the trash icon
Confirm the deletion in the dialog
Type the group name to confirm (safety measure)

Best Practices

Group Naming

Good Names:

"Smith Family Trust Structure"
"ABC Corp Subsidiary Holdings"
"Estate Planning - Johnson Family"

Avoid:

Generic names like "Client 1", "Test", "Misc"
Names without context
Duplicate names (adds confusion)

Group Organization

Do:

Create separate groups for unrelated clients/families
Use descriptive names and descriptions
Keep group membership current

Don't:

Mix unrelated clients in one group
Leave important entities ungrouped without purpose

When to Create a New Group

Create a new group when you're working with:

A new client engagement
A completely separate family structure
An independent corporate structure
A distinct project with its own entities

When to Use Entity Filters Instead

Use entity filters (not new groups) when you want to:

Show only operating entities within a group
Focus on trust structures only
Create client presentation views
Filter entities for specific analysis

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