---
title: "Groups (Actor Library)"
description: "Create and maintain groups of actors, and add actors as members of a group."
url: https://support.sapera.io/en/articles/511-groups-actor-library
collection: "Actor setup"
updated: 2026-06-11
language: en
alternates: [da]
---

# Groups (Actor Library)

Create and maintain groups of actors, and add actors as members of a group.

### What are Groups?

Groups are used to gather actors (customers, suppliers, contacts, etc.) into logical units. You can use groups to filter, report and control access permissions across organizational units. A group can have an associated role, which the system uses to automatically synchronize actors' group membership based on role assignment.

### How to access Groups

From the hamburger menu in the top-left corner of Sapera, open **Financial**. In the left menu, select **Actors** → **Groups**. You get a list of all groups created in the system.

If you cannot see the menu item, you probably do not have permission to access it. Contact support.

### Create, edit and delete groups

From the list, you can create a new group by clicking the plus button in the toolbar. To edit an existing group, select it and click the edit icon, or double-click the row. You delete a selected group with the delete button.

### Field descriptions

**Name** is the displayed name of the group. The field is mandatory and has a maximum length.

**Image** is an optional image (media library item) that can be attached to the group.

**Role** is only shown if the group is linked to a system role. The field is read-only and is controlled automatically by the system. The role is used to synchronize actors' group membership based on role assignment.

### The Membership tab

While editing a group, you find the **Membership** tab, where you can add and remove actors as members of the group. You search for an actor and add it with a click; removal is done on the selected actor in the list.

### The Group info tab

When you edit an existing group, the **Group info** tab is shown with system information:

**Created by** and **Created on** indicate who created the group and when.

**Updated by** and **Updated on** indicate the most recent change.

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**Want to know more?**

Read more in these related articles:

[

Roles in the Actor Library

Roles define what type an actor is – e.g. Customer, Supplier or Employee – and control which fields and layout are shown for actors with that role.

](https://support.sapera.io/en/articles/510.md)[

Actor Library (customers and suppliers)

Search, create and edit customers and suppliers in Sapera Financial.

](https://support.sapera.io/en/articles/528.md)[

Groups

Create and edit security groups in Sapera, control what members have access to via the Permissions tab, and manage membership, group info and token period settings.

](https://support.sapera.io/en/articles/137.md)