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Create and manage User Groups

Updated over a month ago

Groups define what areas of the system users can access and modify. Before creating users, you must first set up at least one Group. Groups control access to menu items, setup rights, and individual field-level permissions, allowing administrators to tailor access based on roles or responsibilities.


Manage user access and system permissions

Go to Event Setup > Users & Groups > Manage Groups.

From the Groups page, you can:

  • Add a Group

  • Edit or Delete a Group

  • Manage access to Menu Items

  • Manage Field Rights


How do I add a Group?

Create a role-based access group

  1. Open the Actions dropdown and select Add Group.

  2. Fill in the required fields:

    • Group Name: Enter a unique name

    • Full Admin: Check to grant full admin rights (this overrides manual permissions)

  3. In Setup Rights, choose the event functions this group can access:

    • General

    • Registration

    • Session

    • Proposal

    • Exhibitor

Click the arrowhead next to each section to expand and select detailed permissions.

If no rights are selected, users will see an "unauthorized" message and only have access to Edit Preferences.

4. Click Save.


How do I manage access to menu items?

Define which high-level features a group can use

  1. Click the Edit Icon next to the group name

  2. Click the Menu Items tab in the upper right

  3. Expand each Module and select the menu items to allow:

    • Registration

    • Session

    • Exhibitor

    • Dashboards

    • Advanced Reports

    • Saved Searches

    • Public Links

Advanced Reports and Saved Searches control visibility only for existing shared content—not report creation.

4. Click Save


How do I manage access to fields?

Set read and write access to registration fields

  1. Click the Edit Icon next to the group name

  2. Click the Field Rights tab

  3. For each section, check:

    • Read for view-only access

    • Write for editable access (auto-enables Read)

Related fields may auto-check based on your selections. Uncheck unwanted fields as needed.

4. Click Save


How do I edit a Group?

  1. Click the Edit Icon next to the group name

  2. Modify the group's name, permissions, menu items, or field rights

  3. Click Save

Use column arrowheads to sort. Click RESET to clear sort filters.


How do I delete a Group?

  1. Ensure no users are currently assigned to the group

  2. Click the Delete Icon next to the group name

  3. Confirm deletion in the popup dialog

You cannot delete the default Administrators group.


Groups are the foundation of user access in the Launchpad system. They ensure that each team member sees only the tools and data they need. By properly setting up groups, you streamline system security and enforce role-based access, making event management more efficient and compliant.

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