Groups

Groups are at the core of SwapSanity, allowing you to organize your team and manage shifts efficiently. This guide explains how to create and manage your groups.

Creating a New Group

Any user can create a new group and become its first administrator.

  1. Navigate to your profile by tapping the profile icon in the top-right corner of the home screen.
  2. Scroll down to the “Create a New Group” section.
  3. Enter a name for your new group.
  4. Tap the “Create” button.

The new group will now appear in the “Groups You Administer” section of your profile.

Managing Your Group

As an administrator, you have several tools to manage your group and its members from the Manage Group screen.

Accessing the Manage Group Screen

You can get to the management screen for a specific group in two ways:

  • From your Profile: Go to your profile screen, find the group in the “Groups You Administer” list, and tap the “Manage” button.
  • From the Admin Panel: Go to the Admin Panel, select the group you wish to manage from the dropdown menu, and tap the “Manage Group Members” button.

Adding Members

You can add any user who has a SwapSanity account to your group.

  1. On the “Manage Group” screen, find the “Add Member by Email” section.
  2. Enter the email address of the user you want to add.
  3. Tap the “Add Member” button.

The user will be added to your group and will be able to see the group’s shifts and trade requests.

The Member List

The main part of this screen is the list of all current group members.

  • Filtering: Above the list is a search bar that allows you to filter the list of members by name or email to quickly find a specific person.
  • Member Details: Each member is shown on a card with their name and email address.

For each member in the list, you have several actions available:

Removing Members

If a user should no longer be part of your group, you can remove them by tapping the Remove icon (a trash can) on their card.

  • A confirmation dialog will appear. Tap “Remove” to confirm.
  • When you remove a member, any of their future shifts within that group will become unassigned.
  • Important: Removing a member also adds them to the group’s “blocked” list, preventing them from re-joining unless they are unblocked from their user profile.

Managing Administrators

You can grant or revoke administrator privileges for any member. Admins have the same management capabilities as you.

  • To make a member an admin: Find the member in the list and toggle the “Admin” switch on their card to the “on” position.
  • To revoke admin rights: Toggle the “Admin” switch to the “off” position.
  • You cannot remove the last administrator of a group.

Communicating with Members

You can contact individual members directly from their card in the list:

  • Message User (Chat Icon): Opens a screen to send an in-app message to that specific user.
  • Text User (SMS Icon): Opens your device’s default texting app to send an SMS message to the user’s registered phone number.

Time Clock Reports

At the top of the “Manage Group” screen, there is a View Reports button. This will take you to the Time Clock Summary Screen, where you can generate and view payroll or time-tracking reports for all members of the group.