Create User Groups
In Cheqroom, go to Settings.
Select User Groups.
Click the option Add User Group.
Give your group a name.
Optionally, add a description to clarify the defining characteristics shared by users in the group (i.e., First Year Film Students).
Click Create new user group.
🎉 Voilà, you just created a User group 🎉
Enable Equipment Access
You can grant specific Equipment Access to a User Group.
Click on the box
Select the item group(s) you want the users in this group to have access to.
Or to create a new Item group click on Add an item group.
Make sure to save the changes.
Edit User Groups
In Cheqroom, go to Settings.
Click User Groups.
Select the three dots on the menu where you can create, edit or clone a User Group.
Select Edit.
Make your desired modifications.
Make sure to click Save Changes.
Add users to a User group
There are multiple ways to add users to a User group.
Importing users from a .csv
Importing users from a .csv
If you want to add Users in bulk with an assigned User Group, you can import a list of users in a spreadsheet with the .csv format.
Assigning User groups in bulk
Assigning User groups in bulk
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 a user group.
Select the User Group you want to assign.
💡 Pro tip: To add hundreds of users to a user group, follow these steps:
Go to the user management page.
Use the filter option to search for the specific user fields you want to group together (e.g., students in program A).
Bulk-select the users and assign them to the desired user group.
Individual Users
Individual Users
From the User management page
On your navigation bar, click on Users.
Hover over the User, then click on Actions.
Click on Assign User Group.
Select the User Group.
Your changes will automatically be saved.
From the User profile page
If you are in the user’s profile, you can assign them to a user group by selecting Assign User Group and selecting the User group.
🎉 Voilà, this user belongs to a User group 🎉
If you need further help in creating or managing User groups, please contact us at support@cheqroom.com