Share Document Bank files with the right teams
Use Department audience with driver divisions, employee departments or custom groups.
Where groups come from
Under Share with you see three kinds of group. Driver Divisions come from the divisions you set up in Control Panel. Employee Departments come from the Department on each employee record. Custom Groups are lists of employees you pick. The fleet owner always sees every file.
Share with a group
- In Upload document or Edit details, choose Department under Who can see this?.
- Tick one or more groups under Share with.
- Fleet owner only: to make a new group, tap Create custom group, type a name and tap Save.
- With a single custom group ticked, choose people under Members in this group and tap Save members.
- Check the selected count, then save the document.
Changes affect access
A group is an audience, not just a folder. Changing an employee's Department or custom group membership changes which files they see. When someone moves teams or leaves, review their groups. Do not move restricted files to Company to fix a missing group.
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