Understanding Group Membership

Owned by Steve Cullen
Last updated: 02 Mar, 2023
3 min read

Permissions and Access to features in ResPax are controlled by User Group Permissions.

Users do not have permissions associated directly to the user. All permissions are associated to a Group that the user belongs to. This makes future maintenance easier.

Within the User Group permissions is a Group Membership card with a unique functionality. Whereas, all other enabled/disabled switches control visibility at a menu or page level, the group and sub-group properties control visibility at a per-tour level.

This is primarily designed for companies with more than one business brand, or site, or with a large number of different tour offerings. The visibility can be by a group , or a sub-group and is restricts visibiity on the following pages:

  • RBE Tour Maintenance List

  • RBE Booking Form - Tour Selection from drop-down list

  • Booking List - (coming soon)

  • Quote List - (coming soon)

Instructions

Step-by-step guide to using Group Memberships

User Group Membership (Quick Ref : Settings / Users & Groups / Groups Tab / [Group] / Membership Card)

  1. From the main menu, click Settings

  2. Click the Users & Groups menu

    Select the Groups tab

  3. Add or Edit a User Group (example below)

4. The last Card on the Permissions page controls Tour visibility via Group Membership.

  • This differs to the other switches on the Permissions page that all control access to menu and page items.

  • The Group Permissions restrict Tours from being displayed in the Tour Maintenance page, if the Group Name and Sub-Group Name of the User Group, do not match the Group Name and Sub-Group Name of a Tour

User Group Membership ( Settings / Users & Groups / Groups Tab / [Group] / Membership Card)

Group Membership for Tours (Tours / Tour Maintenance / [Tour] / Advanced tab / Managed By Card

5. Example Usage

For a User Group, a Group Name and Sub-Group name are set on the Group Membership card

In Tour Maintenance the same Group Type and Group Sub-Type are set on the Managed By card on both the ‘REEF’ and ‘COACH’ tours

The Result is that on the Tour List, only those 2 matching tours are displayed. This is a permanent filter based on the logged in user’s Group Permissions