User Groups & Permissions

A well-structured booking system should be flexible, yet certain functionalities and views should be restricted to specific users for better control and security. YGB offers a powerful venue permission system that allows fine-grained control over what users can see and do.

Managing Permissions at the Organization Level

To access organization-level settings:

1. Click the gray area in the top-right corner, where your Venue and Organization name are displayed.
2. This will take you to the Org Level, where you can find "Users & Permissions".
3. Here, you can set up permissions and create new user groups.

Creating & Managing User Groups

• Super Users:
  • Only Venue Owners should be assigned as Super Users, as they have full system access.
• To create a new user group, click "Add Item +" and choose whether the group applies to:
  • A single venue
  • All venues
  • The entire organization

Once selected, the settings window expands, allowing you to add users to the permission group and assign specific permissions by simply clicking on them.

Note: The previous permission system is still available under "Settings" > "Users". It includes predefined roles such as Owners, Finance, and Customer Service.

Adding a User to a Permission Group

1. Click the "Settings" Cog icon in the Sidebar on the right.
2. Under "Available Settings", select "Users".
3. Locate the relevant permission group and find the "Add user by email address" field.
4. Enter the user’s email address, then select it from the dropdown.
5. The user will now be added to the group.

The user must have already created an account before their email can be added to a permission group.