User Groups help you organize your team members and control their access to different platform features. By creating specific groups with defined permissions, you can ensure team members have appropriate access to perform their duties while maintaining security.
Watch our quick tutorial to learn how to manage user groups 👇🏻
[Demo video link]
Default User Groups
When you first set up your business account, the platform creates three default user groups to help you get started quickly.
Admin Group
The Admin group provides complete platform access and cannot be modified or deleted. Members of this group can:
Access all platform features
Manage user permissions
Configure business settings
Handle financial operations
This group is typically reserved for business owners and senior management who need full system access.
Manager Group
The Manager group comes pre-configured with permissions suitable for day-to-day operations management. Managers can:
Handle bookings and calendar
Manage activity settings
Work with team assignments
Access customer information
You can modify these permissions to better match your business needs.
Staff Group
The Staff group provides basic access focused on daily operations:
View calendar and bookings
Handle customer check-ins
Access team features
View assigned activities
These permissions ensure staff members can perform their regular duties without accessing sensitive settings.
Creating Custom Groups
Group Configuration
When creating new user groups, consider:
Role Requirements
Specific duties to be performed
Access level needed
Reporting requirements
Team structure
Permission Settings
Select appropriate feature access
Configure view/edit rights
Set booking management levels
Define financial access
Permission Management
Available Permissions
Configure access to various platform features:
Core Features
Calendar and bookings
Activity management
Team coordination
Customer interaction
Administrative Features
Business settings
Financial operations
User management
Report access
Permission Inheritance
Each permission setting affects related features:
Main feature access grants basic viewing rights
Additional settings enable specific actions
Some features require multiple permissions
Higher-level access includes lower-level capabilities
Frequently Asked Questions
Frequently Asked Questions
Group Management
Q: How many user groups can I create?
A: There's no limit to the number of groups you can create. However, consider:
Keeping the structure manageable
Avoiding redundant groups
Maintaining clear distinctions
Regular review of group needs
Q: Can I modify the Admin group?
A: The Admin group's permissions cannot be modified because:
It ensures system access continuity
Maintains platform security
Preserves essential functions You can only update the group's description.
Permission Configuration
Q: What happens when I change group permissions?
A: When updating group permissions:
Changes apply immediately
All group members are affected
Current sessions update automatically
Users might need to refresh their browser
Q: How do I handle temporary access needs?
A: For temporary access requirements:
Create specific time-limited groups
Move users between groups as needed
Document temporary assignments
Review and update regularly
User Assignment
Q: Can users belong to multiple groups?
A: No, each user can only belong to one group at a time. This:
Prevents permission conflicts
Maintains clear access control
Simplifies user management
Ensures accountability
Q: How do I choose the right group for each user?
A: Consider these factors:
Daily responsibilities
Required feature access
Security requirements
Management level Review and adjust assignments periodically.
Security Considerations
Q: How do I maintain group security?
A: Protect group security by:
Regular permission audits
Prompt user reassignment
Documentation of changes
Periodic access reviews
Q: What if someone needs emergency access?
A: For emergency access situations:
Document the requirement
Use temporary group assignment
Monitor access usage
Review afterward
Troubleshooting
Q: Why can't a user access a feature?
A: Check these elements:
Group permission settings
Feature requirements
User assignment
Recent changes
Q: How do I audit group changes?
A: Track group modifications through:
System change logs
User assignment history
Permission update records
Regular reviews