What is a User Group

User groups are a way to organize and manage users based on common characteristics or roles within a system or application.

User groups help streamline the assignment of permissions and access rights by allowing administrators to set permissions at the group level rather than individually for each user.

This simplifies the process of managing user permissions, especially in large organizations or complex systems.

Common User Groups

Here are some common user groups and their typical permissions:

Administrators:
- Highest level of access.
- Full control over the system or application.
- Typically responsible for configuration, maintenance, and user management.
- This User Group is not editable.
Managers/Supervisors:
- Access to specific administrative features.
- Often have the ability to manage users within their team or department.
Regular Users:
- Standard level of access.
- Can perform day-to-day tasks within the system or application.
Support Users:
- Limited level of access.
- Typically responsible for user management tasks.
- Often have restricted access to configuration or workflows.
Read-Only Users:
- Limited to viewing data but not making changes.
- Suitable for users who need access for informational purposes only.
Guests/External Users:
- Limited access for external collaborators or temporary users.
- Restricted to specific features or reports.
- See FAQ for analytics only users here

By categorizing users into groups, administrators can efficiently manage permissions, ensuring that individuals have the necessary access rights for their roles without unnecessary privileges.

This not only enhances security but also simplifies the process of onboarding and off-boarding users in organizations.

Access Levels

Access Level	Definition
No Access	Users will have no access to any of these objects or the ability to view any of the objects.
Read Only	Users can see these items only. If user restrictions are added to any of the objects, then the user can only see the objects that have been assigned to them. Caution: If a user only has read access to reports and two specific reports are selected within their Reports Permissions, they will only be able to see those two reports.
Create / Edit	The user can add new and edit those that they have added.
Full Access	The user can create new and edit existing, including deleting and editing anything that anyone else created.
Request Access	Refunds or store credit submit as are pending until processed by user with permissions to process.
Process Access	Refund or store credit applies at the time.

User Components Defined

Component	Definition	Notes
Company	Access to Company Profile Settings
Payment	Access to add/edit payment form on file for Vrio Account
SETUP
Campaigns	Access to the Campaigns Tab	If you have access to the Campaign, but no access to the Item, the Item tab will not be visible for the user within the Campaign.
Offers	Access to the Offers Tab
Items	Access to the Items Tab
Item Bundles
Shipping Profiles	Access to the Shipping Profiles section within Settings
Responders	Access to Responders section within Settings & within the Customer level	If you want your Support to be able to view and resend Responders for the customer, allow Read Only access to that User Group.
ADVANCED SETTINGS
Dunning	Access to the Dunning Schedules under Settings
Return Profiles	Access to the Return Profiles under Settings
Tax Profiles	Access to the Tax Profiles under Settings
BIN Profile	Access to the BIN Profiles under Settings
PAYMENTS
Merchants	Access to the Merchants tab
Merchant Groups	Access to Merchant Groups under Settings
Routes	Access to the Payment Routers under Settings
Gift Cards	Access to Gift Cards under Settings
PROMOTIONS
Discounts	Access to the Discount Codes under Settings
Upsell Profiles	Access to Upsell Profiles under Settings
Quantity Discounts	Access to Quantity Discount Profiles under Settings
Promotional Profile	Access to Promotional Profiles under Settings
Reward Profile	Access to Reward Profiles under Settings
CUSTOMER RECORDS
Group Permissions	Permission: Access to User Group section under Settings -> Permissions. Groups: Restrict to certain User Groups by selecting applicable Groups.	Allow No Access to the configuration of User Groups, but restrict a certain User Group the ability to create users to only Groups they are allowed. Use Case: A Customer Support Supervisor. They can create Customer Support Users only. In this example they would have No Access to User Groups, and the Customer Support Group would be selected.
Users	Permission: Access to User section under Settings -> Permissions. Passwords: If applicable, can they create a password for a user. Users: Restrict to only certain Users by selecting applicable Users.	Note - when allowing access to Users, they can see all users, even when the User Group has restrictions. Group restrictions only allow them to create a User under that/those User Groups they have access to.
ANALYTICS
Dashboards	Permission: Access to Dashboard on home Navigation as well as under Settings -> Customization. Dashboards: Limit access to specific Dashboards.	If the user has access to Dashboards but no access to Widgets and Counters, the Dashboards will be blank.
Reports	Permission: Access to Reports on Analytics Navigation as well as under Settings -> Customization. Reports: Limit access to specific Reports. This is inclusive of Saved Reports.
Widgets	Permission: Access to Widgets on the Dashboard Navigation as well as under Settings -> Customization. Widgets: Limit access to specific Widgets. This is inclusive of saved Widgets.	If the user has access to Widgets but no access to the report used to build the Widgets, the widget will be blank.
Counters	Permission: Access to Counters on the Dashboard Navigation as well as under Settings -> Customization. Counters: Limit access to specific Counters. This is inclusive of saved Counters.	If the user has access to Counters but no access to the report used to build the Counters, the Counters will be blank.
Alerts	Permission: Access to Alerts within the Analytics as well as under Settings -> Customization. Alerts: Limit access to specific Alerts. This is inclusive of saved Alerts.
Schedules	Permission: Access to Schedules within the Analytics as well as under Settings -> Customization. Schedules: Limit access to specific Schedules. This is inclusive of saved Schedules.
Rulesets	Permission: Access to Rulesets within the Analytics as well as under Settings -> Customization. Rulesets: Limit access to specific Rulesets. This is inclusive of saved Rulesets.	When giving access to a Saved Report that is using a Ruleset, the user needs to have access to that Ruleset. It can be Permission: No Access; Ruleset: Selected Ruleset.
OTHER
Connections	Permission: Access to external connections. Connections: List of connections to be restricted to. If left blank, all connections are available based on Permission level.
Cohorts	Permission: Access to cohorts. Cohorts: List of cohorts to be restricted to. If left blank, all cohorts are available based on Permission level.	Cohorts are used to group customers with the same criteria. These can then be assigned to Mailing lists for Marketing Connections.
API Logs / Events	Access to API Logs & events. This will show information coming into and leaving the Vrio System. API Logs and Events are tied directly back to the Customer Record, as well as aggregated within Analytics.