How to Create & Manage Administrator Groups

Use this to build role-based access for your staff. I’ll also show where to place each screenshot.

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1) Open Groups

Path: Settings → Staff → Groups
Here you can see all groups plus Edit ✏️ / Delete 🗑️.

Groups list (with action buttons).

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2) Create a Group (for Admins)

1. Click + Create (top-right).

2. Fill in:

   • Name — e.g., Support, Finance, Ops

   • Type — choose Groups (this is the correct type for administrator roles)

3. Save.

“Create Group” modal (Type dropdown visible).

Other types (System, Notification, Admin/Client Template) are system/helper sets. For admin roles, use Groups.

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3) Configure Permissions

After saving, you’re on the Edit Group page. Toggle capabilities the group should have, e.g.:

• System Permission — system-level operations.

• Admin Modules Permission — access to admin modules/features.

• Admin Notifications — receive back-office alerts.

• Client Notifications — receive client-side alerts (usually off for admins unless needed).

• Admin Template Permission / Client Template Permission — manage templates.

Add a Description, then Save.

Edit Group with toggles (On/Off).

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4) Assign the Group to Administrators

Path: Settings → Staff → Admins → Edit an admin → Groups field → add your group → Save.
(Use least-privilege: only the access they need.)

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5) Edit / Delete a Group

• From the Groups list, click ✏️ Edit to change toggles or rename/describe.

• Click 🗑️ Delete to remove a group (only if no critical users rely on it).

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Tips & Good Practice

• Start with broad roles (Support, Finance, Ops), then refine toggles.

• Keep Super Admin for a few trusted people only.

• Review memberships monthly; remove access for ex-staff immediately.

• Test new roles with a non-super-admin account before rollout.