Understanding group hierarchies

You can create hierarchical relationships between groups.

You can use the Parent Groups tab to add groups as parents of the selected group. For example, if you group expense types by country, you can add the country groups to another group by continent.

These restrictions are applicable for parent groups:

• Parent groups must match the group type of the child groups.
• Role groups can only be parents to other Role type groups.
• Data groups can only be parents to other Data type groups.
• User groups can only be parents to other Role type groups.
• Admin groups can be parents to any other group type.
• Group data must be unique, including the data across parent and child groups.

You can use the Child Groups tab to add groups to a selected group. For example, if you group expense types by country, you can add the country groups to a parent group called continent.

These restrictions are applicable for child groups:

• Child groups must match the group type of the parent group.
• Role groups can only belong to other groups of Role types.
• Data groups can only belong to other groups of Data types.
• User groups can only belong to other groups of User or Data types.
• Admin groups can only belong to other groups of Admin types.
• Admin groups can contain any group type.
• Data in groups must be unique, including the data across the child groups. For example, if two groups contain the expense type Airfare and are the child group of a larger group, a violation occurs as the two expense types have the same label. One of the expense types must be renamed.

If the application enforces uniqueness in data across the database, then all data must have a unique name no matter to which group the data belongs.