Occupants Tab
      Back to home
      1. Admin User Training
      2. Occupants Tab

      How do I create a custom permission group?

      How to create custom permission groups for end users.

      Set Up a Custom Permission Group

      In Maptician there are four default permission groups. These are: Account Admin, Admin, General User, and Limited User. The permissions for these groups are fixed and cannot be changed. However, there are two ways to create a custom permission group: 1. Add a new permission group or 2. copy an existing group's permissions to create a new group based on them. 

      Add a New Permission Group

      To create a new permission group from scratch, follow the steps below:

      1. Navigate to the Occupants tab.
      2. In the top menu, click Permission Groups.
      3. In the Add Permission Group box, enter a name for your custom group.
      4. Click the plus sign to add your new group.

      5. Now designate which permissions this group should have. Make sure your new permission group is still selected, and click the drop down arrows to the right to expand each menu's selections:

      6. Check the box next to each permission your new group should include. 

      7. Once you have finished designating all permissions, click the blue Save Permissions button at the top of the page. 

      Copy from an Existing Permission Group

      You also have the option to create a permission group by copying an existing group. When you copy a group, the new group includes the permissions of the existing group in addition to any other permissions you specify. Note: Account Admin and Admin permission groups cannot be copied. 

      Copying an existing group is a good option if you need to create a new group that:

      • Has similar, only slightly different permissions from the existing group
      • Includes all or most of your end users, in case their permissions need to be modified in future. Note: Maptician recommends this option rather than using the default General User group for all end users. 

      To copy an existing permission group as a new group, follow these steps:

      1. Navigate to the Occupants tab.
      2. In the top menu, click Permission Groups. 
      3. Click on the existing permission group you wish to copy. Note: Account Admin and Admin groups cannot be copied.
      4. Click Copy As New Group.
      5. Name your new group, and click Create Copy.
      6. Specify any additional permissions. 
      7. Click the blue Save Permissions button to finalize your new group.

      Once a new permission group is created, click here to learn how to move someone into a new permission group.