How to Assign Entities to Groups
Entities are added to Groups by assigning them — an entity can belong to more than one Group, and you can change its Group membership at any time. There are two places to do this.
From the Groups page (assign several entities at once)
This is the quickest way to add or remove many entities for a Group.
- Go to Groups in the left-hand navigation.
- Find the Group you want, and click its Assign Entities button.
- The Assign Entities dialog opens, listing your entities with a checkbox each. You can:
- Search for an entity by name to narrow the list.
- Tick an entity to add it to this Group.
- Untick an entity that's already in the Group to remove it from this Group.
- Use Select All / Select None to work in bulk.
- The dialog shows which other Groups an entity already belongs to, so you can see at a glance where it's a member. Ticking or unticking here only changes membership of this Group — it doesn't affect the entity's other Groups.
- Click Save to apply your changes.
The Assign Entities button is available to members who can manage group access. If you don't see it, you may not have permission for that Group — see Group Access and Permissions.
From an entity's page
You can also set an entity's Groups directly on the entity itself.
- Open the entity (e.g. a company, trust, individual, partnership, or SMSF).
- Edit it and find the Groups field.
- Select one or more Groups to assign the entity to, or remove a Group to take it out. Leaving it empty makes the entity ungrouped.
- Save.
This is handy when you're already working on a single entity and just want to set where it belongs.
Good to know
- Multiple Groups: an entity can be in several Groups at once. Adding it to one Group never removes it from another.
- Removing ≠ deleting: taking an entity out of a Group only changes its membership — the entity and its data are untouched.
- Ungrouped entities: an entity in no Group is "ungrouped"; you can still find and assign it later.