How to Manage Staff User Groups

You can set up user groups to quickly and easily assign access levels to all of your staff.

Create a User Group

1. On the Setup screen, go the User Groups tab.
2. Enter the name of the user group and select all of the access levels you want that user group to have.
3. Click "Save".
4. If you make a change to the User Group, it will affect all the staff in that User Group.

Assign Access Levels from a User Group

1. While creating or editing a staff record on the Setup Staff screen, you will see a User Group dropdown. 
2. Change the User Group dropdown to the selection you want.  You will see all of the access levels below change to the access levels associated with that user group.
3. You may now tweak any of the access levels, and then click Save.  If you change a setting on the Staff screen, it will mean that the staff no longer has the same settings as the User Group.