Groups are a great way to quickly control access to discounts, products and roles. In this article, you will learn how to create groups, assign the users and control groups settings.
Creating a group and assigning members
Steps
- Navigate to Home > Settings > Groups
- Click on the Add group button in the top-right and give a suitable name
- To add your group members, click on the Group name
- From the right side menu, under the 'Members' tab you can search and select to add members to the group
- Simply click 'Add' once you're happy with your selection and then 'Save'
Note: You can filter between Products and Groups using the sidebar when viewing your contact lists.
Add to group via the contact record
A quick way to assign your contacts to a group is to do directly from their contact record.
Steps
- Click into the contacts record
- The quickest way to do this is via the main search bar at the top-right of your account
- The quickest way to do this is via the main search bar at the top-right of your account
- Select the 'Actions' button at the top-left
- Choose 'Add to' > 'Group'
- Select the group(s) you want to add them to
- Click OK
Tip: You can also select the + icon in the groups section of the contact record and add the contact to a group that way:
Once the contact has been added to a group, you will see the group tag on their contact record, like this:
Discounts, Private Product Access and Roles & Permissions
The groups section can also be used to assign discounts to specific users, grant them access to private shop items or to give them Roles & Permissions throughout LoveAdmin.
Discounts
- Creating a discount and assigning it to a group will mean that members in that group can be given a discount that might otherwise not apply to them. For example, having a flat 10% discount applied to a group for coaches.
- To assign a discount to a group, select the group and click on the 'Discounts' tab
- Toggle the button next to the discount you wish to assign
- Click 'Save'
Private Product Access
- Private Product Access can be used to allow members of this group to have exclusive access to private products that are in your shop. To grant private product access:
- Select the group and click on the 'Products' tab
- Select the products and click 'Save'
Roles and Permissions
- Selecting the 'Roles' tab and toggling the different 'Roles' will mean that all members of this group will be given the corresponding roles. You can add multiple roles here and use groups to quickly control system access for your organisation staff. Creating a "Coaches" group and adding a new coach, the will inherit their permissions from the group.
