User Groups

User Groups allow you to define how your business is structured and the groups of users that make up your business. You will see there are some pre-defined reserved groups that Astalty keeps up to date for you — four that follow a user's role, and one that covers everyone.

User Groups can be managed in the Users settings page.

When to use User Groups

The main purpose of User Groups is to have the ability to notify a certain group of users when configuring our automated notifications.

User groups can also be used for our Chat functionality.

Reserved User Groups

All Users

The All Users group contains everyone in your organisation — Admins, Managers, Team Members and Support Workers. Users are added to it automatically and can't be removed by hand, so it's the group to pick when you genuinely mean everyone.

Auditors are the one exception — they are deliberately left out of All Users, and they aren't added to any reserved group.

Most notifications can't be sent to Support Workers as a group, so the All Users and Support Worker groups aren't offered as recipients on them. Where a notification is genuinely organisation-wide — Birthday, Team Member Birthday and Staff Milestone — you can select them. You can always notify an individual Support Worker directly by picking them under Users.

User Groups for Roles

Admin

The Admin user group will be automatically assigned whenever a user is given the Admin role.

Manager

The Manager user group will be automatically assigned whenever a user is given the Manager role.

Team Member

The Team Member user group covers users with the Team Member role only. Admins and Managers are not included — each of those sits in its own group.

Support Worker

The Support Worker user group will be automatically assigned whenever a user is invited as a Support Worker.

User Groups for Teams

If you are utilising Teams in Astalty a reserved User Group will be created for each team. When you assign a user to a team, they will also be part of the matching User Group.

Creating User Groups

To create a User Group, navigate to the Users settings page.

Click on Create User Group and enter the name of the group - you can not use a name that is already in use, or a name reserved by Astalty such as All Users.

Updating User Groups

To update a User Group navigate to the Users settings page.

Click the 3 dots next to the User Group and click *Edit. *This will give you the option to update the name of the group.

Adding a User to a User Group

Once you have created your User Groups, you can assign users to them from the user's profile.

• From the left-hand menu, navigate to Users.
• Select the user you want to add to a group.
• On their profile, scroll down to the User Groups section.
• Click Edit.

• Tick the checkbox next to the group you want to add the user to. You can select multiple groups at once.
• Click Update User to save the changes.

The user will now be a member of the selected group and will be included in any notifications or chat functionality configured for that group.

Deleting User Groups

To delete a User Group, navigate to the Users settings page.

Click the 3 dots next to the User Group and click Edit. From within the edit view, click the Delete button in the bottom left corner to permanently delete the group.

If a User Group is marked as reserved, it can not be edited or deleted.