People & compliance
Organization & group context
Switch the active organization and group, and manage groups when your role allows.
Omnifleet separates data by organization and, within it, by group (for example branches or fleets). Many screens use whichever group is active in the header.
If you are unsure which context to use, contact your organization administrator.
Switch organization or group (header)
Popover
- Select the organization / group control at the top of the dashboard (it shows the current organization name and group name, or No group selected when none is chosen).
- Each organization card lists up to two groups. Select a group to make it active and close the popover.
- If more groups exist, select View More to open the full picker.
Full picker (drawer)
- After View More, use Search to filter organizations or groups by name.
- Select an organization row to set that organization active, or choose a specific group under an organization to set both organization and group.
- Close the drawer when finished.
If you see No organizations on your profile yet, your account has not been linked to an organization. Contact your organization administrator.
Group Management (settings)
Administrators with access can maintain the group catalog for the organization.
Open it
- Sidebar → Setting → Group Management.
What you can do there
- Browse groups as cards with name, status, and description.
- Load more appends additional cards when more pages exist.
- New Group opens the create dialog when your role allows creation.
- Each card’s menu may offer edit or delete depending on your permissions.
If Group Management does not appear in the menu, contact your organization administrator.
Troubleshooting
- Failed to load groups: Use Retry on the page or refresh; if it continues, contact your administrator.
- No groups found: Your organization may not have groups yet, or filters may be limiting results—confirm with an administrator.
Related
- Access, roles in the menu & escalation
- Standalone reference: Groups