Lookups are lists created and maintained by a Staff User. Once created, they can be used as type-ahead and dropdown lists throughout ResPax booking forms and maintenance screens. The User Group list comes with 6 User Groups by default. Examples may include: Front Counter, Finance, Third Party Operator, ResPax Champion. A Staff User can add new User Groups and edit existing User Groups.
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Overview
The Groups feature in ResPax enables staff to create predefined sets of permissions for managing system access. Groups allow users to be assigned specific permissions, controlling what features and areas of the system they can interact with. This simplifies user management by applying consistent permissions across multiple users with similar access.
In ResPax, standard groups are pre-configured for new Operators to streamline access and permissions. These default groups include options such as Front Counter, Third Party Operator, Phone Reservation, ResPax Champion, ResPax Administrator On Site, and Finance. However, additional groups can be created to meet specific operational requirements. While permissions are set by default across all groups, they can be tailored to suit the unique needs of each operation.
Navigating Groups
From the Main menu, click on Settings > Users & Groups > Groups
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To add a new group to the system, simply click the Add Group button.
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The Group Name field is mandatory, and the Save button will only become available once this field is completed.
Note: The toggle switches under each card below (Setup, Tours, Tools, Finance, Bookings, Connect, POS, Group Membership) controls the group permissions settings.
Instructions
Navigate to Settings > Users & Groups > Groups
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Create a Group Name (This field is required). The switches below are your permissions settings. Turn on the ones you wish to be enabled and then select the Save Button.
To edit any exisiting Groups select the Pencil Icon. To Delete select the Trash Icon.
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Click on Users to learn how to assign this group to a user.
For more details on each card, refer to the Groups Permissions article
To edit a group's details in the system, simply click the pencil icon.
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To delete a group in the system, simply click the trash icon. A confirmation message will appear, asking for your approval before proceeding with the deletion.
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An orange toastr message will appear if you attempt to delete a group that is assigned to existing user(s). To proceed with deletion, you must first reassign each user to another group.
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