Groups are a beta feature. If you cannot access groups in your account, this feature has not been enabled. For more information about enabling this feature, contact your Customer Success Manager.
As an admin, you can create a group from the Budgets page. Groups can be used to organize and manage budgets in your account. Groups have a designated limit, which is the total amount that be spent within that group during your select time interval. Each time the interval passes, the limit resets.
In order to spend from the group limit, you can create budgets inside the group. Grouped budgets include their own budget limit, which is deducted from the overall group limit. You can have up to three group levels within a parent group.
Each group must have at least one group owner. Group owners can create and manage budgets and create additional groups and limits within the group. Group owners can perform several actions that impact spending within their group, including creating budgets, setting budget limits, adding and removing budget members, and creating vendor cards. Unless they are admins, group owners cannot edit the limit to the top-level group to which they are assigned.
Web Browser
In the Divvy Navigation Menu, click the Budgets link.
Click the Create button [1] and select the New group option [2].
In the Group Name field, add a name for the group [1].
In the Group Limit field, enter the total amount that can be spent from all budgets in the group [2].
Click the How Often Do You Want the Limit to Reset? drop-down menu and select when the group limit resets [3]. Limits can reset monthly, quarterly, yearly, or never.
Note: To organize the group inside an existing parent group, click the Parent Group drop-down menu [4].
Click the Next button.
To add owners to the group, click the Add group owners link. You must add at least one owner to the group. Group owners can perform several actions that impact spending within their group, including creating budgets, setting budget limits, adding and removing budget members, and creating vendor cards.
Enter the name of a user you want to add in the Search field [1]. Then click the name of any users you want to add in the list [2].
To view all users you have selected, click the # selected drop-down [3]. To add select users as owners, click the Done button [4].
Click the Next button.
Review all the details of the group [1]. To make any changes, click the Edit link for the section you want to update [2].
Click the Create Group button [3].
Mobile App
In the Divvy Navigation Bar, tap the Budgets icon [1]. If the Budgets icon is not in your Navigation Bar, tap the More icon [2], then tap the Budgets link [3].
Tap the Options icon.
Tap the Create a group button.
In the Group Name field, enter a name for your group [1].
In the Limit field, enter the total amount that can be spent from all budgets in the group [2].
Tap the How Often Do You Want the Limit to Reset? field to select when the group limit resets [3]. Limits can reset monthly, quarterly, yearly, or never.
Note: To organize the group inside an existing parent group, click the Parent Group drop-down menu [4].
To select group owners for the group, tap the Group Owners field. Any group owners from the parent group are automatically added as group owners to the new group. Group owners can perform several actions that impact spending within their group, including creating budgets, setting budget limits, adding and removing budget members, and creating vendor cards.
In the Search field, enter the name of a user you want to add as an owner [1]. Then tap the name(s) of the users you want to add [2].
To save the group owners, tap the Done link [3].
To save the group, tap the Done link.
If you have additional questions or need help with using Divvy, please view our other Help Center articles or contact the Divvy Support team.