Set Up a Custom Permission Group

In Maptician, there are four default permission groups: Account Admin, Admin, General User, and Limited User. The permissions for these groups are fixed and cannot be changed. However, there are two ways to create a custom permission group: 

1. Add a new permission group.
2. Copy an existing group's permissions to create a new group. 

Add a New Permission Group

To create a new permission group from scratch, follow the steps below:

1. Navigate to the Occupants tab.
2. In the top menu, click Permission Groups.
3. In the Add Permission Group box, type in a name for your custom permission group.
4. Click the plus sign (+) to add your new group.

5. Make sure your new permission group is still selected since it should be highlighted blue.
6. Now designate which permissions this group should have. If a permission group has a ✅ to the left of the name, that section is enabled. If the name has a ❌ that means the section is currently disabled.
   1. To enable a section, just click the section name and the box around it will be outlined in blue and the icon to the left will change to a checkmark.
7. To view all the settings within a section, select the dropdown arrow on the far right of the section. 

8. Check the box next to each permission your new group should include. 
9. Once you have finished designating all permissions, click the blue Save Permissions button at the top of the page. 

Copy from an existing Permission Group

You also have the option to create a permission group by copying an existing group. When you copy a group, the new group includes the permissions of the existing group in addition to any other permissions you specify. Note: Account Admin and Admin permission groups cannot be copied. 

Copying an existing group is a good option if you need to create a new group that:

• Has similar, only slightly different permissions from the existing group
• Includes all or most of your end users, in case their permissions need to be modified in the future. 
  • Note: Maptician recommends this option rather than using the default General User group for all end users. 

To copy an existing permission group as a new group, follow these steps:

1. Navigate to the Occupants tab.
2. In the top menu, click Permission Groups. 
3. Click on the existing permission group you wish to copy. 
   1. Note: Account Admin and Admin groups cannot be copied.
4. Click Copy As New Group.

1. Name your new group, and click Create Copy.
2. Specify any additional permissions. 
3. Click the blue Save Permissions button to finalize your new group.

Edit a Custom Permission Group Name

Before you begin, if you're not an Account Admin or an Admin, you will need to be part of a permission group that has the following minimum permissions set under the Occupants Menu group:

To edit the name of an existing custom permission group, follow these steps:

1. Navigate to the Occupants tab.
2. In the top menu, click Permission Groups.
3. Select the custom permission group you wish to edit from the menu on the left side of the screen.
4. Click the Edit Group Name button at the top of the screen.
5. Type in your desired name in the input field.
6. Click the Set Group Name button.
7. Your new permission group name has been set!