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User Groups define what areas of Service Geeni a user can see and what actions they can take. They are the quickest way to control permissions, especially when managing larger teams with multiple user types.
You’ll use User Group Access together with Module Access and Access Rights to build the exact permission levels required for your organisation.
Getting There
To get there, head to:
User Settings
User Group Access.
Creating or Editing a User Group
You can edit an existing user group using the Action Tray or create a new one with the Add button.
When the editor opens:
Give your User Group a name and a clear description. (This helps when you have multiple similar groups).
Select which modules the group should access.
Clicking the box next to a module selects all sub-items inside it.
Choose the access rights you want to grant:
Create
Edit
Delete
View
Some modules also include extra rights specific to their workflow.
Remember to Save before moving to the next tab.
Each area of the system will have Create, Delete, Edit, and View rights. Some areas have specific rights.
Using the Action Tray
From the Action Tray, you can:
Create a Copy: You can duplicate an existing User Group, rename it, and adjust the permissions. This is ideal when you need several groups with only small variations.
Edit: Click the edit icon to update a User Group’s access profile.
Delete: If the Delete icon isn’t available, it means:You don’t have rights to remove it, or
The group is a base system profile and cannot be deleted.
Attach documents: You can attach supporting documents (e.g., company policies) directly to a User Group.
Modules & Access Rights
Each User Group contains three tabs:
Group Name: Add the group’s name and description. This forms the foundation of the access profile.
Modules Access: This tab defines what the user can see. Modules include (but are not limited to):
Scheduling
Quotations
Purchase Orders
Job Control
Engineers
Stock
Customers
Equipment
Contracts
Service Schedules
Transfers
Invoicing / Finance
KPIs & Reporting
Business Intelligence
Web Portal Management
Selecting a module automatically exposes every feature inside it.
You can also expand modules to choose more granular control where required.
Access Rights: This tab defines what the user can do inside each selected module.
Each area will present the standard rights:
Create
Edit
Delete
View
Some modules include additional rights, for example:
“Engineer Cost Rates”
“Invoice Posting”
“Accept / Reject Notifications”
“Raise Web Portal Jobs”
“Clock Hours”
“Update Service Sequences”
“Download Documents”
You can mix and match these to match your internal responsibilities.
