Rights and Groups Permissions

Key Points

• Rights control what users can see and do in FlowLogic.

• Groups bundle rights together for multiple users.

• Rights are assigned to groups — not directly to individual users (in most cases).

• A well-planned group structure improves security and efficiency.

• The Rights List in the Online Guide explains each right in detail.

• Fewer, well-designed groups are easier to manage long-term.

What Are Rights?

Rights act like keys that unlock specific parts of the system.

Each right controls access to a specific feature, such as:

• Viewing the Roster Schedule

• Creating or editing shifts

• Accessing Reports

• Managing the Drive

• Editing documents

• Using Risk Assessment tools

Rights are powerful and granular, meaning they control very specific actions.

Accessing Rights

To view Rights:

1. Go to the System Menu

2. Click Rights

Most users do not have access to this section.
This is intentional, as it is a powerful and complex area of the system.

If you are unsure about changing rights, speak with the FlowLogic onboarding team before making adjustments.

Using the Rights List

FlowLogic provides a detailed Rights List in the Online Guide.

Click Here to Access it.

What Are Groups?

Groups are collections of users who share the same rights.

Instead of assigning rights one user at a time, you:

• Assign rights to a group

• Add users to that group

This makes managing permissions much easier.

Accessing Groups

To manage Groups:

1. Go to the System Menu

2. Click Groups

You’ll see:

• Group ID

• Group name

• Description

You can search or expand the list as needed.

Common Group Examples

Typical group structures may include:

• Super Admin (FlowLogic team access)

• FlowLogic Admin (internal system admins)

• HR Admin

• Roster Manager

• Finance Admin

• Team Leaders

• Support Staff

Higher-level groups have broader rights, while operational groups have more restricted access.

Best Practice for Groups

When creating groups:

• Plan your structure before creating many groups.

• Avoid creating a separate group for every small role.

• Combine roles where access requirements are similar.

• Keep the number of groups manageable.

The more groups you create, the more maintenance is required.

Creating a New Group

Step 1 – Click Add New Group

From the Groups screen, select Add New Group.

Step 2 – Enter Group Details

Add:

• Group name

• Description

• Messenger recipient option (if required)

Step 3 – Assign Users

To assign users:

• Click their name to move them to the assigned list

• Use arrows to move all users at once

• Use the search bar to find specific staff

Click Save when finished.

Step 4 – Assign Rights (If Permitted)

If you have permission, you can assign rights directly to the group.

Testing Group Permissions

It’s strongly recommended to:

• Add a staff member to the group

• Log in as that user

• Confirm what they can and cannot see

Testing ensures your permissions work as intended.

Managing Access Through Users

You can also review access from the Users screen.

Here you can see:

• Which Groups a user belongs to

• Which Areas they are assigned to

This makes it easy to:

• Move a user to a new group

• Adjust their access quickly

• Review overall permissions without searching multiple groups

How Rights & Groups Connect to Other Permissions

Groups form the foundation for:

• Section Permissions (access to sections like Participants or Staff)

• Form Permissions (access to specific forms within sections)

Using groups properly ensures your section and form permissions remain clean and manageable.

How Rights and Groups Work Together

• Rights define what actions are possible.

• Groups bundle those rights for teams or roles.

• Users are assigned to groups.

• Areas control record visibility.

Together, they form FlowLogic’s permission structure.

Outcome

You now understand:

✔ What Rights are and how they function
✔ How to use the Rights List
✔ What Groups are and why they matter
✔ How to create and manage Groups
✔ How to assign users and test permissions
✔ How Rights and Groups work together

By planning your groups carefully and understanding rights thoroughly, you can create a permission structure that is secure, efficient, and easy to manage as your organisation grows.