Click on the Settings tab from the module.

Under the Setting Module, click on the Define User Group. Under the Groups Heading, please click on the desired Group below or create a new one simply by entering the name of a new Group and click on the + next to it.

There are many types of employees who work in a childcare center, so we have created the following default user types with specific permissions: Owners (for Owners and Executives – multisite and single site), Operations (for Managers of a region or group of sites), Administrators (for accountants, analysts and administrators), Directors (for Directors, Program Advisors and Assistant Directors), Educators (for educators, teacher assistants, supply staff and others), Staff (for non-teaching staff), Parents (for parents and guardians), Family (for extended family members such as grandparents)

You will see the new Group added under the Group Name.

To add members to this Group, click on the Group and then select users under the “Add user” Tab. You can search for a specific user by searching for the names using the down menu options of “Roles, Location and Username”. Once the user is added, you will see the list of all users under this User Group under the “Users Added” Heading.

To edit a specific User Group, click on the edit button next to the name of the user Group. You can also delete the User Group by clicking on the delete button next to the edit button of the specific User Group

Click on the Settings tab from the module.

Under the Setting Module, click on the User Group Access.

Under the Groups Heading, please click on the desired Group below or create a new one simply by entering the name of a new Group and click on the + next to it. (Few Examples of the Groups are as below:

Search for the Group with the user that you need to edit the access

Next, search for the User under this Group from the drop-down menu under “Choose User”.

Once the user is found, you can edit the user’s access under the Tabs of “Read/Write”, “Search” and “Chat” access. You can also give the user additional accesses like, Add attachment, forward email.

To give access, simply click on the checkbox or remove the access, simply click on the checkbox again.

Once clicked, the changes will be saved automatically.