Group Membership Lookup

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

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 Group Membership list is empty by default.
The membership is a ‘type' and 'subtype’ concept.
Types do not have to have a sub-type, but all sub-types must have a (parent) type.

Examples may include:

  • Head-office and Branch offices,

  • Region and Areas,

  • Company and Brands,

  • Brands and Products.

Group Memberships are associated to User Groups for the purpose of filtering out the Tour list so the Staff User see’s only what they can book or maintain.
An authorised Staff User can add new Groups Memberships and edit existing Group Memberships.

Helpful pages
Understanding Group Memberships

User Groups

Instructions

Step-by-step guide to adding Group Memberships

Group Memberships
(Navigation : Settings / Users & Groups / Lookups Tab / Add)

  1. From the main menu, click Settings

  2. Click the Users & Groups menu

    Select the Lookups tab

  4. Select the Group Names tab (on the 2nd row)

  5. Click on the Add Group Name button

  6. Add the Group Name (mandatory)
    The new group name will be enabled by default

7. The List view of Group Names can be sorted or searched.

A Group Name can be edited.
A Group Name cannot be deleted if it is currently assigned to a User Group

8. Select the Sub Group Names tab (on the 2nd row)

9. Click on the Add Sub Group Name button

10. Add the Sub Group Name (mandatory)
Choose the parent Group Name from the dropdown list (mandatory)
The new Sub Group Name will be enabled by default

11. Group Memberships can be applied to User Groups (see User Groups and Understanding Group Membership )

12. In User Groups, the Membership can be associated to:

  • All groups and all sub groups, or

  • One group and all sub groups, or

  • One group and one sub group, or

  • None

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