Creating custom groups

To configure the custom groups, we will start by activating the role system, creating custom groups and adding users to the custom groups we have created.

The custom groups are the groups that can be adapted to our business, you can create, modify or delete groups. Once the custom groups have been created it is possible to add or delete the users that will belong to each group.

Log in to TuCalendi with your username and password. In the upper right corner click on the three vertical dots to access the menu.

In the menu select "Role system/permissions":

Role system menu

By default the role system is disabled, if you want to use the role and permissions system you must enable it.

Activate role and permissions system

In the "Use the role/permission system" field, activate the option for the role system to start working.

Enable role system

Once the role system has been activated click on "Custom groups":

Creating custom groups

We have not yet created any custom groups and they do not appear.

Create custom groups

To create a custom group click on "+":

Add custom group

Enter the "Group name" and although it is optional, you can also type the "Description" of the group.

Custom groups added

In our case we have created two custom groups, one for the sales team and one for the marketing team.

Each group has three options:

  • Add users.
  • Edit the group. Allows you to change the group name and description.
  • Delete the group.

Next we must add the users that belong to each custom group.

Adding users to a custom group

Click on the "Users icon" of one of the groups:

Adding user to custom group

Click "Add user" to select the users that will belong to this group:

Choose users

Choose the users and click "Apply".

Custom group with users

We have added two users "Fernando" and "Thomas".

At the moment both, Fernando and Thomas, have the role of basic users, meaning that they do not have permissions to manage the group and for the moment they could not do anything.

When you want to remove a user from the custom groups you only have to enter the corresponding group and click on "Remove" on the user you want to remove from the group.

To make one of the users an administrator of the group just click on "Group admin".

Custom group with an admin

Now "Fernando" is a group admin.

Custom group admins are users that can manage the group, creating calendars, events and giving privileges to the different users that belong to the group.

In the same way, you would proceed for the rest of the groups.

The next step is to give privileges to users who are not group administrators.