Overview

In Pay-i, Groups are a key component of the organizational structure, sitting between Organizations and Applications. Groups organize your Applications and provide aggregated metrics across them. When you first access Pay-i, you'll notice the dashboard is organized around the concept of Groups, with several key areas dedicated to group management and navigation.

Understanding Groups

As part of Pay-i's three-tier hierarchical structure:

1. Organizations - The top-level entity that contains all your Pay-i resources
2. Groups - Collections of applications (like "Michael's Applications" or "Magical Enterprises" in the image)
3. Applications - Individual services making AI provider requests (like "Magic Ads" or "Magic Chats" shown in area 4)

Every user automatically receives a private default group when they join Pay-i (like "Michael's Applications" in the image). This default group is visible only to you and cannot be shared with others. While sufficient for individual use, you'll need to create additional shared groups to collaborate with team members. For more details about the different types of groups, refer to Default vs. Shared Groups.

Groups help you organize applications logically and provide aggregated metrics across all applications within them, giving you a higher-level view of your AI usage.

Creating Groups

As shown in area 1 of the dashboard image, you can create a new group by clicking the "+ Create Group" button in the top-right corner.

You'll want to create additional shared groups when:

• You need to collaborate with team members on applications
• You want to organize applications by department, project, or function
• You need to provide specific team members access to certain applications

To create a new group:

1. Click the "+ Create Group" button (area 1)
2. Enter a name for your group in the dialog that appears
3. Configure any additional settings
4. Click "Create" to finish

Unlike your default group, these custom groups can be shared with other team members, enabling collaboration.

Viewing Groups

Groups appear in two locations in the Pay-i interface:

1. Left Navigation Menu (area 2) - Groups are listed here for quick navigation. In the image, you can see groups like "Michael's Applications" and "Magical Enterprises"

2. Groups Section (area 3) - The main dashboard displays groups with their aggregated metrics. Each group card shows:

   • Group name and owner
   • Total Spend across all applications in the group
   • Overrun metrics showing any usage beyond set limits
   • Mini charts showing usage trends

This view helps you quickly understand resource usage patterns across related applications.

Navigating within Groups

To view the applications within a specific group:

1. Click on a group in the dashboard
2. The applications belonging to that group will appear in the bottom panel (area 4)
3. This panel displays each application's:
   • Name
   • Spend amount
   • Overrun amount
   • Additional options via the ellipsis menu

In the example image, you can see applications like "Magic Ads" and "Magic Chats" within the selected group, along with their respective spend and overrun values.

Default vs. Shared Groups

Pay-i provides two types of groups:

1. Default Group - The private group automatically created for each user (like "Michael's Applications" in the image):

   • Is private to the individual user and cannot be shared with others
   • Contains applications that are only visible to you

2. Shared Groups - Custom groups that you create using the "+ Create Group" button (like "Magical Enterprises" in the image):

   • Allow collaboration with team members
   • Enable applications to be shared across users

Important: To collaborate and share applications with other users, you must create a custom shared group and move your applications to that group. Applications in your default group remain private and cannot be accessed by others.

Relationship to Organizations and Applications

Groups in Pay-i always belong to an Organization and contain one or more Applications. When creating a new application, you'll need to assign it to a group (either your default group or a shared group). This relationship enables:

• Organizational clarity in your Pay-i account
• Aggregated metrics at the group level
• Easier management of related applications
• Team-based access control through shared groups

For more details about Applications and how they relate to Groups, see the Applications documentation.

You can move applications between groups if your organizational needs change over time.

Best Practices for Group Organization

Consider these approaches when organizing your Pay-i applications into groups:

• Department-based: Create groups for different departments (Marketing, Engineering, Customer Support)
• Project-based: Organize by project or product line
• Environment-based: Separate applications by environment (Development, Staging, Production)
• Function-based: Group applications that serve similar functions or use similar AI capabilities

Effective group organization helps streamline management and reporting of your AI usage across your organization.