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Home » Support » Online Help » Users and Access Permissions » User Groups

User Groups (Step 1)

This is the first step in setting up access permissions.

  1. Create manager/web user groups and assign users to them.
  2. Create document groups and assign documents to them.
  3. Link each user group with one or more document groups.

1. Create manager or web user groups

  1. Click on the Security option on the main manager menu.
  2. Select either Manager Permissions or Web Permissions from the submenu, depending on what type of permissions you wish to set up.
  3. Click on the User Groups tab.
  4. For each new user group: Enter the user group name in the text box under Create a new user group and click on the Submit button.

Example User Groups 

Example manager user groups for a swimming club:

  • Website Managers
  • News Editors
  • Coaches

Example manager user groups for a business:

  • Managers
  • Marketing
  • Sales
  • Service
  • Accounting

Example web user groups for a club:

  • New Users*
  • Committee
  • Members

*The "New Users" web user group is usually configured during the initial set up of your site and this will be the default group that newly registered web users are automatically assigned to, prior to being manually assigned to a user group.

2. Assign users to user groups

  1. Navigate to Security -> Manager Users [OR] Web Users.
  2. For each user you wish to edit:
    1. Click on the username.
    2. Scroll down to Access Permissions and check one or more boxes for the user group/s that you wish to assign this user to.
    3. Click on the Save button.