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Overview

Lookups is a feature that allows certain groups to have permissions controls group permissions, allowing specific groups to access certain tours.

In

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summary,

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The group permissions need the Group Name to be linked so that only certain groups can see these certain tours

Instructions

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Group and Sub Group Names can be linked to one or more tours. These group permissions ensure that only the specified groups have visibility of those tours across various sections in RBE, including Tour Maintenance, Dashboard, Booking, and any other relevant areas where the tour appears.

Navigating Lookups (users and groups)

  • From the Main menu, click on Settings > Users & Groups > Lookups

  • The Group Name (highlighted as default) is the first layer of group permissions to apply for Tours, and Sub Group Name is the second layer to go deep with those specific to apply permission.

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  • The view features a type-ahead search function, making it especially helpful for quickly navigating through a large list of Group Names.

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  1. Click on Add Group Name

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  1. Give the Group a name and select the Save button.

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  1. Navigate to Advanced and click in the fields under Managed by (Group Name and Sub Group Name) and a drop down list will popluate, select Group Name that was created and the Sub Group Name.

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  1. From the Main Menu navigate back Navigate to Settings>Users & Groups>Groups and Open a Group open the group you wish to apply this for.

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