Put people in staff groups for policy reading

1. Open Policies, then Staff groups.
2. Choose a group for each person with an account. Their group decides which policies they read.
3. Someone without an account, such as an agency worker: type their name and tap Add, then choose their group.
4. Someone who has left: tap Remove (they’ve left).

When it’s done

Each person shows their group, and the policies for that group appear in their To read and sign.

If it doesn’t work

• You can’t set your own group: someone else sets it. Owners and Managers read every policy anyway.
• It says they’re already on the list: they’ve been added before.
• It didn’t save: reload the page and try again.