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How to create custom authorization groups

Discover authorization groups and how to create them

Depending on the version of the permission system you've installed, refer to the articles for version 1 or 2.
Go to Permissions V1

 

 

Where to find authorization groups?

  1. From your sidebar, go to Settings
  2. Under General
  3. Click on Permissions

❗A new tab will appear for you to manage your permissions. 

 

By default, Factorial will create two groups:

  • Super admin
  • Default employees

But you will be able to create custom groups according to your company's needs.


 

To create custom groups

  1. From the Permissions page
  2. Scroll down until Custom groups
  3. Click on + Create group
  4. A pop-up tab will appear, for you to name the new permission group
  5. Submit

 

To add members to the authorization group

  1. From your authorization group, click on Members
  2. The list with all of your company’s employees will appear
  3. Choose the employees you want to assign to the permission group
  4. Click on Submit
  5. Save changes

 

To manage access levels for the authorization group

  1. From your authorization group, click on Access levels
  2. Enable the default access levels or create custom ones

 

To configure the visibility for the authorization group

  1. From your authorization group, click on Visibility
  2. Selects which employees and information about them can be viewed by members of this group

To delete or rename the authorization group:

  1. Click on the three dots (…) located on the right of your permission group
  2. Choose between Delete or Rename

 

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