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Overview

Lookups is a feature that allows certain groups to have permissions to access certain tours.

  • In short, a Group Name needs to be created and linked to a tour(s)

  • The Group Permissions need the Group Name to be linked so that only certain groups can see certain tours

Instructions

  1. Click on Lookups > Group Names

  2. 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. The Group will populate in the list as seen below

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  1. Click on Sub Group Name and select the Add Sub Group Name Button

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  1. Give the Sub Group a Name and select the drop down arrow to see the list of Groups to link with.

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  1. From the Main Menu navigate to Tours>Tour Maintenance and then select a tour

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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. Navigate to Settings>Users & Groups>Groups and open the group you wish to apply this for.

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  1. Under Group Membership click in the fields Group Name and Sub Group Name and select accordingly.

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  1. Click the Save Button

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