Admin Console — This article is for account admins and managers
What are User Groups?
User Groups are a way to segment your staff so the right people see the right forms, tasks, and resources. If you have content that's only relevant to certain members of your team, you can create a User Group for them and assign content directly to that group.
User Group examples:
A Managers group for monthly audit forms that only administrators and managers need to complete
A Front of House group containing forms relevant only to your FOH staff
A Kitchen Staff group for temperature logs, cleaning schedules, and other kitchen-specific forms
Note: You may not have access to this feature if you are on one of our Legacy plans. Reach out to [email protected] if you'd like to learn more.
Creating a User Group
Log into your Admin Console
Navigate to Staff & Users
Select the User Groups tab
Select Add User Group
Enter a Name and optionally a Description
Select Save
Repeat for each User Group you need. Once created, a User Group is ready to be assigned to forms, tasks, or resources.
Adding Staff to a User Group
Navigate to Staff & Users
Select the User Groups tab
Find the relevant User Group and select Add People from its Actions menu
Select all staff members you want to add to this group
Select Save
Note: Staff members who are not assigned to any User Group will see all forms that have not been allocated to a specific group.
Adding Staff to a User Group (from Profile)
Navigate to Staff & Users
Click on a person's profile
Click three dots icon in the top right-hand corner
Select Edit Details
Scroll down to Operational Details
Input their User Group details
SAVE
Adding a Form to a User Group
Navigate to Forms
Select the pencil icon next to the relevant form
Scroll down to Form Settings
Under User groups that need to complete this form, select all applicable User Groups
Select Save
Note: A User Group can be applied to both Scheduled and Ad Hoc forms.