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How to manage and create user groups

Brendan Shaw avatar
Written by Brendan Shaw
Updated over 2 weeks ago

User groups allow you to define what level of access a user has in your site. You can either use our default user groups, or completely configure your own if you wish to

1. Navigate to https://app.allotrac.io/ and log in to your Allotrac.io site

2. Click the "Configure" tab from the side menu

3. Click the "User Groups" button from the drop down menu

4. Down the left hand side of the screen you can see our default user groups. Click on a user group to view it's allowed permissions in more detail

5. You will then be able to see the individual permissions allowed to users associated with this user group

6. To create a new user group, click the "ADD USER GROUP" button

7. Type in a name for your new user group, eg - "despatch"

8. Click the "Open editor" button

9. Tick which permissions you would like this user group to have by clicking the checkbox next to each feature in the system

10. If you want this user group to have all permissions, click the "SELECT ALL" button to select all permissions at once

11. To deselect all permissions against this user group, click the "DESELECT ALL" button

12. Once you have configured the permissions for the new user group, click the "SAVE" button

13. Then click the "SAVE" button at the bottom of the user group creation form

You have now created this new user group for your Allotrac.io site. This new user group will be available to assign to new users that you onboard to your site

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