User groups

User groups set what each sub user can see and do in My customers: for example, your salesperson creates customers and subscriptions but cannot void payments, or your collections team registers and confirms payments without touching the plans. A standard sub user only gets into My customers if it belongs to a group.

Open the My customers menu and choose User groups . Only the main account and administrator sub users see this option.

Who needs a group

• The main account and the sub users of type Administrator (Manage this account) always see and do everything; they do not need a group.
• Sub users of type Standard User only see the pages and actions their group gives them. Without a group, they do not see My customers.
• Each sub user belongs to one group at a time.

Sub users are created in Users.

Standard Plaspy groups

The list includes four ready-to-use groups, marked with a lock. You choose who belongs to them; their privileges are kept by Plaspy and cannot be changed or deleted.

If you need another combination, create your own group.

Create a group

1. Click the round button (New user group).
2. Type the Name, for example Sales, and a Description that helps you know whom to give it to.
3. In Privileges, check the allowed actions on each page (see the table below). Hover over the page name or a checkbox to see what it allows.
4. In Sub users in this group, search each sub user by name or email and add it with .
5. Click OK. Group saved shows.

Checking any action also checks View, Administrator checks the whole row and All checks or unchecks the whole row.

Privileges by page

Each page has its own privileges. This is what each one allows:

Customers

• View: the customers and their details.
• Export: download to Excel.
• Insert: create customers.
• Update: change customers and restore earlier versions.
• Delete: delete customers.

Subscriptions

• View: the subscriptions, their items and their payment link.
• Export: download to Excel.
• Insert: create subscriptions.
• Update: change subscriptions and their items, cancel and reactivate them.

Payments

• View: the payments, their supports and receipts.
• Export: download to Excel.
• Insert: register manual payments.
• Update: confirm pending payments.
• Delete: void payments.

Plans

• View: the plans.
• Insert: create plans.
• Update: change plans.
• Delete: delete plans.

Settings

• View: the settings, templates, reminders and payment methods.
• Insert: create WhatsApp templates.
• Update: change the settings, gateways, templates, reminders and payment methods, send tests and run now.
• Delete: delete reminders, payment methods and WhatsApp templates.

Sent notifications

• View: the emails, SMS and WhatsApp messages sent to the customers and their result.

Privileges that do not show for a page change nothing on it.

Administrator gives every privilege of the page. On Subscriptions, it also allows Open (custom values) even when Open plans for every user is unchecked. No group can give access to User groups: that page is only for administrators.

Change the members

• To add one, search the sub user and click . If it is already in another group you will see Already belongs to the group: remove it from that group first.
• To remove one, click the trash can next to the sub user and confirm.
• Changes are saved when you click OK.

Delete a group

Open the group, click Delete and confirm Are you sure to delete this group? Its sub users will lose access to My customers. Standard groups cannot be deleted.

Related articles

• Users
• My customers
• Change history