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User groups

User groups let you control what different members of your team can see and do in the system. Instead of setting permissions for each person individually, you create a group (for example, "Kitchen staff" or "Manager") and assign users to it.

Why user groups matter​

Not everyone needs access to everything. Kitchen staff need to see production reports but should not be able to edit invoices. Managers may need to see all data. User groups keep things simple and secure.

Creating a user group​

  1. Go to Administration → User groups
  2. Click Add group
  3. Give the group a name (for example, "Kitchen", "Driver", "Admin")
  4. Select which parts of the system this group can access
  5. Save

Assigning users to groups​

Go to Administration → Users and edit a user. Choose which group they belong to. A user can belong to one group.

Editing a group​

Changes to a group's permissions apply immediately to all users in that group.

caution

Be careful when restricting access for a group that already has active users. They may lose access to features they currently use.