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How to Create and Organize User Groups

To add User Groups, the signed in User must have the appropriate Permissions, or be the Administrator User.

Organizing User Groups

User Groups are organized in a hierarchical structure. This structure determines which User Groups can approve or reject certain Reservation Requests. For example, imagine a structure such as this:

add_new_user_groups_1

…And a Resource called Library which is assigned to the Librarians User Group. In this case, if a user requests a reservation for the Library, both the Librarians and the Administrators will be notified of the request. Also, both the Administrators and Librarians have an individual say in the approval or rejection of the reservation. However, because the Administrators are highest in the hierarchy, they have the final decision. This means that they can override the decisions of any User Groups below them in the hierarchy. In this scenario, the Librarians Approved this reservation, but the Administrators rejected it:

add_new_user_groups_2

Because the Administrators User Group is higher on the hierarchy than the Librarians, the decision of the Administrators User Group overrides that of the Librarians.

Adding User Groups

To add a new User Group, navigate to User Groups under AptiBook Configuration (located on the top right of the navigation bar). On this page, click Add New User Group underneath the User Group selection box. In the modal window, give the User Group a unique name.

When selecting a parent User Group, you will notice that there is a hidden User Group called “root.” If you want your new User Group to be at the very top level (essentially having no parent), then select root. Otherwise, select one of the existing User Groups, and the new User Group will become its child.

Updated on May 25, 2017

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