How to Create and Manage User Groups in Event Manager

User Groups

User Groups are used to assign access privileges to groups of similar users. Once a User Group is defined, you can assign users to it here or in Settings > Users. Defining a group's privileges is accomplished in the Regions and Categories sections of Setup.

Example:  You want to create a new group called "Smart Group" and assign a user to it.
How To: Start at Settings > User Groups On the "Manage User Groups" screen, click Add New.




Note the Purchase Override Days field. This populates with the default value from Configuration "Default Admin Product Search Override length in days". You can enter a lesser value to restrict this user from overriding the Purchase End Date by a fewer number of days than default. (Note: the override the user has is determined as the lowest number from all of their user groups and user setting - so if they are in a group with 5 days and have a user setting of 10 days, the user will experience a 5 day override length.)

Note: The pre-seeded groups cannot be modified with regard to name or made Inactive.  Any groups you create, however, are modifiable and can be made Inactive by clicking Edit.



Next add a user by clicking Manage Users.

Select the user you wish to assign from the Available column.
Click the right arrow to assign the user to the group.


    • Related Articles

    • Users

      Now that you are setup with your Event Manager database, it is time to delegate some responsibility. You need more users! Start at Settings > Users. Start by entering information for your new user in the fields marked Username through Phone. Add new ...

    • Media Manager -- Introduction

      Overview Configio offers a robust Media Management System. You can build Media Templates, and the System uses these Templates to generate Media Items. There are many types of Media, and the different types have wide variety of uses. Some, like ...

    • Managing Admin Pages

      The Admin Pages in Event Manager "Settings > Admin Pages" are the actual pages that are available to users in Event Manager itself. From this page you will be able to control the access rights of Users and Groups for all Event Manager Administration ...

    • File Manager and Document Library

      Overview In Configio, there are two main ways to manage your company's files: through the File Manager and through the Document Library. If your goal is to create a shared drive of files, the File Manager may be your best option; but if your goal is ...

    • Adding Custom Styles

      Tip: This tool is for advanced users with programming experience. Help is listed below, but we recommend connecting with your account executive for assistance with this feature. Custom Styles in Event Manager have control over all styles in the ...