New Feature: User Groups & Permission Engine

We’ve been working on our new permission engine for the last five weeks, and today I’m very proud to roll it out! The new system allows you to create groups for users, so that you can have an option to share things only with the people you choose. It also enables that people only see the information they need to see.

You can easily create and manage groups. Here is how:

1. Click the Groups on the right cornor of the page.

2.You will see all the groups you’ve created. To create a new one, you can simply click Add a group, and type the name of your new group, and then select users to be added to the group.

To change the group name and members, you can click Edit next to the group you want to edit, and type in the new name or choose users from the dropdown list.

Ok, you have learnt absolutely everything about setting up and managing groups, secriously. :-)

3. Now, if you creat a new person, an event, a cash flow record and a document, you will have a Select a Group option in the privacy settings section.

Click Select a Group, and it will fade out, and then the list of groups you’ve created will appear. :-)

Guess what? You now have a real understanding of how to create and use group settings. Easy-to-learn, isn’t it?

5 Responses to “New Feature: User Groups & Permission Engine”


  1. 1 Apablescele

    now in my rss reader)))
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  2. 2 Sarah

    Is there a limit on how many groups I can create? :-)

  3. 3 Francis Green

    @Sarah

    Nope, there is no limit at all and you can create as many groups as you need.

  4. 4 yamal

    bookmark it

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