User Groups
Bundle permissions and notification rules, then assign them to team members in one step.
User groups let you configure permissions and email/push/SMS notification rules once, then apply them to any number of team members. Instead of editing each user individually as your team grows, you define a group like "Front Desk", "Dock Staff", or "Managers" and assign users to it.
Groups solve two problems at once:
- Permission management at scale -- a new hire gets the right access by picking their group, not by ticking a dozen permission boxes.
- Notification routing -- decide which staff get which operator alerts. A dockhand doesn't need chargeback emails; an owner may never want to miss one.
Creating a Group
- Navigate to Dashboard > Company Settings > User Groups
- Click Add Group
- Enter a name (unique within your company) and optional description
- Toggle the permissions members of this group should have
- Set notification rules for each event type and channel
- Save
Group Permissions
Group permissions work exactly like individual user permissions -- the same feature list, with the same simple/advanced editing modes.
A member's effective permissions are the union of their group's permissions and any permissions set on their individual profile. The individual list is labeled Additional Permissions once a group is assigned, and it is still useful for one-off grants ("Front Desk, but she also handles refunds").
Permission changes to a group reach members the next time their session refreshes -- the same timing as editing an individual user's permissions. Administrators bypass all permission checks regardless of group.
Notification Rules
For every event type (new bookings, chargebacks, customer chat messages, gift card purchases, SMS inbox messages, and delivery failures) and every channel (email, SMS, push), a group can set one of four rules:
| Rule | Effect |
|---|---|
| Default | Platform default behavior, as if the group set nothing. Members control the channel themselves. |
| Optional (on / off) | Members can toggle the channel themselves; the on/off value is the starting default for members who never change it. |
| Required | The notification is always sent. Members see it locked on in their notification preferences and cannot opt out. |
| Off | The notification is never sent on this channel, and members cannot opt in. The event still appears on members' preference pages with the channel shown as locked off. |
SMS is always opt-in -- staff SMS alerts go to personal phones and carry per-message cost. SMS can never be Required and never defaults to on; each member must enable texts themselves.
In-app notifications (the bell in the dashboard) are not affected by group rules and are always delivered -- including for events whose email, SMS, and push are all Off.
Push rules only reach devices a member has actually registered for push. Setting push to Required does not enrol anyone; it means that once they enable push on a device, that event is always delivered and cannot be switched off.
The SMS Inbox messages event is only offered to team members who can access the SMS Inbox, whether that access comes from the group's permissions or their own. A rule set for it is simply ignored for everyone else.
What Members See
On Profile > Notification Preferences, a channel pinned by the group shows a lock badge instead of a toggle -- Always for Required, Off for Off. Optional channels look and behave like normal toggles. See User Profile for the member's side of this page.
Assigning Users to a Group
- Navigate to Dashboard > Company Settings > Users
- Edit (or create) the user
- Pick their User Group
- Save
Each user belongs to at most one group. Users without a group behave exactly as before groups existed: their individual permissions apply, and notifications follow the platform defaults plus their own preferences.
Deleting a Group
Deleting a group does not delete its members. They keep their individual permissions and fall back to default notification behavior. The delete confirmation shows how many members will be affected.