Fountain’s User Group functionality allows groups of users to share access to specific groups of Openings and stages. This creates more streamlined user management for account Administrators and better load time and user performance within Fountain for accounts that have hundreds of Openings.
Real customer example: A customer has 500 users that all need access to all Openings in the state of California (1000+ Openings!). Without User Groups, the account Administrators would need to assign the 1000+ Openings to each of the 500 users individually. With User Groups, they can create just one User Group called “California Openings” and assign it to the 500 users. This drastically reduces user setup time!
Beta Feature:
User Groups is currently released in limited Beta. Please contact your CSM or [email protected] if you are interested in enabling this functionality on your account.
Create User Groups
Once User Groups are enabled in your account, follow the steps below to create a new User Group:
Click your initials icon in the top right corner of any Fountain page. Then click Company Settings in the dropdown.
Under General Settings in the left sidebar, click User Groups.
Click Create User Group.
Type a name for the User Group.
Click Access Type and choose between either Location or Location Group. Learn more about Locations and Location Groups by reviewing this Help Center article.
Select the Location(s) or Location Group(s) in the dropdown.
Click Save.
To edit an existing User Group, click the pencil icon to the right of the User Group’s name on the User Groups Management screen.
To delete an existing User Group, click the trashcan icon to the right of the User Group’s name on the User Groups Management screen.
Assign User Groups
To assign a user to a User Group, follow the steps below:
In the Company Settings page, under the General section in the left sidebar, click Users.
Find the user in the list and click the Actions button to the left of their name. Then click Edit in the dropdown. Please note, the user must have already been invited and have set up their account before you can assign them to a User Group.
Select the User Group in the User Groups dropdown list. Please note, only one User Group can be assigned to a user at one time.
Click Save.
Important Note:
User Group permissions superseded other stage or Opening-based permissions. For example, if a user does not have access to Opening A but then you add them to a User Group that includes Opening A, that user will now have access to that Opening because they are in the User Group that includes that Opening.
The reverse is also true. If a user is assigned to a User Group that has access to Openings A through F, but the user is also assigned direct access to Opening Y through Opening permissions, they will not have access to Opening Y because it is not included in the A through F User Group. Remember, User Group permissions superseded stage or Opening-based permissions.