Account User Groups
Account user groups allow you to limit access to various Delightful Labor features. You can place users into groups, and then limit access personalized tables and client programs based on group membership.
Note that administrators have access to all Delightful Labor features.
Setting Up User Groups
To set up your account user groups, log in as an administrator, then select "Admin / Lists":
Next, under groups click on the link for "User Permission Groups":
Initially there are no user permission groups, so we click the link to add a new one:
We enter our group name and click "Save":
We see our user group has been added.
We repeat this process until all our user groups are added. We can always come back later to add, edit, or remove user groups.
Placing Users in User Groups
Now that we've set up our user groups, the next step is to place users in the appropriate groups. In this example, Debbie Doright is involved in adult and children's services, so we will add her to these groups. From the user account directory, we select Debbie's record:
In Debbie's account record, we expand the "User Permissions Groups" section:
We select and add the appropriate user groups:
We now see that Debbie has been added to these groups.
Assigning Permissions to a Personalized Table
You can limit user access to personalized tables by assigning the tables to one or more permissions groups. To assign permission groups, we go to the personalized table section:
We next view the personalized table record:
On the table record, we see the section entitled "Permission Groups". From this multi-select list, we click on the permission group requirements.
Note that if no permission groups are set for a table, all users have access to the table.
This table will now only be accessible to administrators and users in the "Program Services: Children's Programs" group. Note that if more than one user group had been selected, users would have to be members of all the user groups to access the table.
Assigning Permissions to a Client Program
As with personalized tables, you can limit user access to client programs assigning permission groups to the program. To assign permission groups, select "Admin / Personalization / Client Programs":
Next, click the view icon (
) to see the client program record:
On the client program record, we see the permissions group section. Initially there are no permission groups associated with this client program, meaning that all users have access to the program.
We select and add our permission group:
Now only administrators and users who are members of "Program Services: Children's Programs" will have access to this client program.
