1. Create User Groups
User groups help you organize users in Cheqroom according to their common attributes- allowing you to go beyond roles and permissions.
On Cheqroom, go to Settings
Select User Group
Click Add User Group
Give your group a name
Optionally, add a description to clarify the characteristics shared by users in the group.
Enable Equipment Access by moving the toggle.
2. Create Item Groups
Item groups are a way to segment items in a variety of ways. With the filter, you can segment based on the item information - including your custom fields -
Select add item group, a new window should pop up
Choose a name for the item group
Use the filter to narrow down - or expand - the items that should belong to this item group.
🚨 You can segment items based on the item fields, e.g., category, brand, or other custom fields like purchase price.
Filter rules: A filter rule is either a specific value of a property (i.e., “Canon”), or a range of values (e.g., “less than $500” or “Canon or Sony”)
Filter groups: A filter group contains several filter rules. It will help you navigate through more complex item groups.
4. Once satisfied with your item group, click Add item group.
5. You will then be redirected to the User group page.
3. Assign users to a User group
So far, so good, but your user group isn’t saved yet
Select Create new user group to save your work
And just like that, you’ve created the first User group with Equipment Access. As you will see, there are no users assigned to the User Group.
4. Assign Users to a User Group
On your navigation bar, click on Users
Select the users you want to add to your recently created User Group
Click on Bulk Actions and then assign the correct User Group