{"id":5580,"date":"2025-05-13T14:31:50","date_gmt":"2025-05-13T11:31:50","guid":{"rendered":"http:\/\/support.simplbooks.ee\/en\/?post_type=ht_kb&#038;p=5580"},"modified":"2025-09-17T15:05:16","modified_gmt":"2025-09-17T12:05:16","slug":"users-groups","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.ee\/en\/kasutusjuhendid\/users-groups\/","title":{"rendered":"Users groups"},"content":{"rendered":"<p><strong>User groups<\/strong> make it easier to manage permissions &#8211; just select the right group instead of setting permissions for each user separately.<\/p>\n<p><strong><div class=\"su-note\"  style=\"border-color:#b2e5b2;border-radius:2px;-moz-border-radius:2px;-webkit-border-radius:2px;\"><div class=\"su-note-inner su-u-clearfix su-u-trim\" style=\"background-color:#CCFFCC;border-color:#ffffff;color:#333333;border-radius:2px;-moz-border-radius:2px;-webkit-border-radius:2px;\">Settings -&gt; Users -&gt; User Groups<\/strong><strong><\/div><\/div><\/strong><\/p>\n<div class=\"su-accordion su-u-trim\">\n<p><strong>Preset user groups:<\/strong><\/p>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/04\/01-user-groups.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-17418\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/04\/01-user-groups.png\" alt=\"\" width=\"699\" height=\"382\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/04\/01-user-groups.png 699w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/04\/01-user-groups-300x164.png 300w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/04\/01-user-groups-50x27.png 50w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/04\/01-user-groups-600x328.png 600w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/04\/01-user-groups-320x175.png 320w\" sizes=\"auto, (max-width: 699px) 100vw, 699px\" \/><\/a><\/p>\n<ol>\n<li><strong>Administrator<\/strong> &#8211; a user with full rights in the environment (viewing, editing, deleting)<\/li>\n<li><strong>Accounting<\/strong> &#8211; some rights are missing from full access (e.g. adding users, activating, and modifying integrations)<\/li>\n<li><strong>Sales department<\/strong> &#8211; allowed to view, edit, and add only sales-related documents and reports, deleting is not allowed<\/li>\n<li><strong>Purchasing department<\/strong> &#8211; allowed to view, edit and add only purchase-related documents and reports, deleting is not allowed<\/li>\n<\/ol>\n<div class=\"su-spoiler su-spoiler-style-fancy su-spoiler-icon-folder-1 spoiler-green su-spoiler-closed\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>Group permissions<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n<p><strong>To review the group\u2019s permissions<\/strong>, click on the group name. A permissions overview will now open. If after reviewing the permissions of different groups, you feel that a suitable group is missing, you can add it by clicking the <strong>New group<\/strong> button in the user groups list (in the top right corner).<\/p>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/04\/02-user-groups.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-17422\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/04\/02-user-groups.png\" alt=\"\" width=\"1229\" height=\"718\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/04\/02-user-groups.png 1229w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/04\/02-user-groups-300x175.png 300w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/04\/02-user-groups-768x449.png 768w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/04\/02-user-groups-1024x598.png 1024w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/04\/02-user-groups-50x29.png 50w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/04\/02-user-groups-920x537.png 920w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/04\/02-user-groups-600x351.png 600w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/04\/02-user-groups-320x187.png 320w\" sizes=\"auto, (max-width: 1229px) 100vw, 1229px\" \/><\/a><\/p>\n<p><strong>Permissions are divided into three categories:<\/strong><\/p>\n<ul>\n<li><strong>Viewing<\/strong> &#8211; data can be seen but not edited or deleted<\/li>\n<li><strong>Editing<\/strong> &#8211; data can be viewed, added and edited but saved documents cannot be deleted<\/li>\n<li><strong>Deleting<\/strong> &#8211; requires that viewing and editing are also allowed. The user can also delete entered data.<\/li>\n<\/ul>\n<\/div><\/div>\n<div class=\"su-spoiler su-spoiler-style-fancy su-spoiler-icon-folder-1 spoiler-green su-spoiler-closed\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span><strong>Group permission settings<\/strong><\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\"> To <strong>change<\/strong> a user <strong>group&#8217;s permissions<\/strong> or <strong>delete<\/strong> the group, click the appropriate option in the <strong>Actions<\/strong> <strong>menu<\/strong>. A group can be deleted only if no users are linked to it.<\/p>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/08\/01_group-permissions.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-30065\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/08\/01_group-permissions.png\" alt=\"\" width=\"1450\" height=\"222\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/08\/01_group-permissions.png 1450w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/08\/01_group-permissions-300x46.png 300w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/08\/01_group-permissions-1024x157.png 1024w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/08\/01_group-permissions-768x118.png 768w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/08\/01_group-permissions-50x8.png 50w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/08\/01_group-permissions-920x141.png 920w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/08\/01_group-permissions-600x92.png 600w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/08\/01_group-permissions-320x49.png 320w\" sizes=\"auto, (max-width: 1450px) 100vw, 1450px\" \/><\/a><\/p>\n<p>If you have clicked on <strong>Edit users group<\/strong>, you can start adding or removing user group permissions.<\/p>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/04\/04-user-groups.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-17428\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/04\/04-user-groups.png\" alt=\"\" width=\"1228\" height=\"387\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/04\/04-user-groups.png 1228w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/04\/04-user-groups-300x95.png 300w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/04\/04-user-groups-768x242.png 768w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/04\/04-user-groups-1024x323.png 1024w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/04\/04-user-groups-50x16.png 50w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/04\/04-user-groups-920x290.png 920w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/04\/04-user-groups-600x189.png 600w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2018\/04\/04-user-groups-320x101.png 320w\" sizes=\"auto, (max-width: 1228px) 100vw, 1228px\" \/><\/a><\/p>\n<p class=\"alignnone\"><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2020\/10\/05_kasutajate-grupid.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-17276\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2020\/10\/05_kasutajate-grupid.png\" alt=\"\" width=\"40\" height=\"35\" \/><\/a>\u00a0to grant permission<\/p>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2020\/10\/06_kasutajate-grupid.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-17279\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2020\/10\/06_kasutajate-grupid.png\" alt=\"\" width=\"39\" height=\"28\" \/><\/a>\u00a0to deny permission<\/p>\n<p>Once the necessary changes have been made, confirm them with the <strong>Save<\/strong> button, to cancel the changes, use the <strong>Cancel button.<\/strong><\/p>\n<\/div><\/div>\n<\/div>\n<p><em>For additional questions, please write to us at <a href=\"mailto:support@simplbooks.ee\">support@simplbooks.ee<\/a><\/em><\/p>\n","protected":false},"author":426,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht_kb_category":[965],"ht_kb_tag":[554,568,553],"class_list":["post-5580","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-users","ht_kb_tag-settings","ht_kb_tag-user","ht_kb_tag-user-groups"],"_links":{"self":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/5580","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/users\/426"}],"replies":[{"embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/comments?post=5580"}],"version-history":[{"count":30,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/5580\/revisions"}],"predecessor-version":[{"id":30962,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/5580\/revisions\/30962"}],"wp:attachment":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/media?parent=5580"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb_category?post=5580"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb_tag?post=5580"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}