Users can be divided into user groups. User groups are used for distributing permissions to a group of users.
Users are divided into user groups so that you can give them all the same permissions. Division usually occurs based on a similar role or job title that the users execute within the organization.
User groups are managed under the “Users” tab, by the “User Groups” section.
Yesplan allows you to define a hierarchy of user groups. At the top of the hierarchy you see the global user group, which is called “Yesplan” by default. This user group cannot be deleted, but it can be renamed. All other groups that are created are a direct or indirect subgroup of this global user group.
For example, you want to grant certain permissions to all technicians, but you also want to grant specific permissions to light technicians and to sound technicians. You can create a “Technicians” user group and, under that, subgroups for “Light Technicians” and “Sound Technicians”. Please note that a user who is a member of a user group is also automatically a member of every user group above this group in the hierarchy. In other words, every ‘Light technician’ will also be regarded as a ‘Technician’ when it comes to permissions. They will also be part of the global ‘Yesplan’ group.
User Group Members§
If a user group has members, there will be a triangle next to the name of the user group. The user group members will be displayed when you click on this triangle. Clicking on the name of a user will open a summary of the permissions for that user.
Adding User Groups§
User groups can be added in two ways. You can add a group via the “Add a Group” button (at the bottom of the list). The new group will be added as a subgroup of the global group (“Yesplan”).
It is also possible to add a subgroup to a specific user group. You do this next to the group where you want to add a subgroup. The group will become blue when you hover the cursor over it, and a few options will appear next to the name of the user group. Click on “Add group” to add a new user group as a subgroup of that group.
Editing a User Group Name§
The name of an existing user group can be edited by double-clicking on it. Please note that the global user group can also be renamed. You might want to give it the name of your organization.
Deleting User Groups§
User groups can be deleted via the capabilities that are visible when you hover the cursor over the group.
- Delete Group: this option will delete the user group. Any subgroups will not be deleted; they will become part of the user group that was above the deleted group.
- Delete Group and Subgroups (only available if there are subgroups): this option will delete the selected group together with all subgroups.
If the user group that is deleted still contains users, then you will be alerted and asked to confirm deletion of the group. Please note that deleting the group does not result in a deletion of the users; these users will simply no longer be part of that user group after it is deleted (they also will not move to the overlying group).
Rearranging User Groups§
It is possible to change the hierarchy of user groups by dragging a group. A group can be dragged onto a different user group or it can be dropped between two different user groups. If you drag a user group that contains subgroups, then both the group and the subgroups will be moved. If you only want to move the selected group without the subgroups, then you must press the
ALT key (Windows) or the
Option key (macOS) while dragging.