Cubu Docs
User Guide
User Guide
  • 👋Welcome to Cubu!
  • Getting Started
  • Understanding the Basics
    • Organizations
    • Process Management
      • 📚Introduction to Cases
      • 📚Service Models and Flow
      • 📚Storing Data with Fields
      • 📚Categorizing Cases with Tags
      • 📚Service Categories and Types
      • 📚Inboxes
      • 📚Routes
      • 📚Working Hours
      • 📚Walk-in Services
      • 📚Appointment-based Services
      • 📚Data Tables
      • 📚The Customers Data Table
      • 📚Automation
        • 📄Automation Triggers
        • 📄Automation Conditions
        • 📄Automation Actions
    • Agent Status Tracking
    • Portals
      • 📚Portal Flow I: Single Unit
      • 📚Portal Flow II: Cross Unit Search
      • 📚Prerequisites & Data Collection
    • Kiosks
      • 📚Kiosk Flow
      • 📚Kiosk Accessibility
    • Virtual Tickets
    • Service Level Alerts
    • Security and Permissions
      • Access Control
        • 📚Unit Access Permissions
        • 📚Inbox Access Permissions
        • 📚Service & Calendar Access Permissions
        • 📚Fields Access Permissions
        • 📚Data Table Access Permissions
      • 📚Built-in Roles
    • Subscriptions & Licensing
    • Chats Overview
  • User Tools
    • About Agents and Managers
    • Agent Console
      • ⚒️Agent Console Basics
      • ⚒️Processing Cases
      • ⚒️The Inbox Tab
      • ⚒️The Case Tab
      • ⚒️Workspace Settings Tab
    • Calendar
      • ⚒️Selecting Calendars
      • ⚒️Booking, Checking-in & Canceling Appointments
    • Appointment Booking
    • Data Manager
      • ⚒️Searching for Records
      • ⚒️Managing Data Records
    • Case Browser
    • General Tasks
      • ⚒️Updating your Profile
      • ⚒️Selecting Your Current Unit
      • ⚒️Change Language
      • ⚒️Switch Organization
    • Report Center
    • Real-time Monitor
      • Widgets Reference
      • Metrics Reference
  • Connected Apps
  • Admin Tools
    • About Administrators
    • Organization Tree
      • ⚒️Managing the Organization Tree
      • ⚒️Configuring Unit Access
      • ⚒️Configuring Time Zones
      • ⚒️Managing Inboxes
      • ⚒️Managing Routes
      • ⚒️Managing Workstations
      • ⚒️Managing Portals
      • ⚒️Managing Kiosks
        • ⚒️Printed Tickets Templates
    • Service & Process Configuration
      • ⚒️Global Service Settings
      • ⚒️Managing Service Categories
      • ⚒️Managing Service Types
      • ⚒️Managing Fields
      • ⚒️Managing Tags
      • ⚒️Managing Working Hours
      • ⚒️Managing Automations
      • ⚒️Managing Data Tables
      • ⚒️Managing Back-office Tasks
      • ⚒️Managing Alert Rules
    • Service Management
      • ⚒️Walk-in Services Settings
      • ⚒️Appointment-based Services Settings
      • ⚒️Managing Service Availability
      • ⚒️Manage Service Daily Plans
      • ⚒️Manage and Scedule Daily Plan Templates
    • Security and Permissions
      • ⚒️Managing Users & Invitations
      • ⚒️Managing Groups
    • Customer Engagement
      • ⚒️SMS Templates
      • ⚒️Email Templates
      • ⚒️ICS Templates
      • ⚒️Managing Themes
      • ⚒️Managing Fonts
      • ⚒️Media Library
      • 🗒️Dynamic Text Parameters (Messaging)
    • Localization and Translation
      • ⚒️Translating Resource Names
      • ⚒️Translating Kiosks, Portals, Tickets, and Chats
      • 📄Dynamic Text Parameters (Public Apps)
    • Organization Settings
      • ⚒️Organization General Settings
      • ⚒️Public Text Languages
      • ⚒️File Storage
      • ⚒️SSO
      • ⚒️BI and Reports
      • ⚒️Certificates
      • ⚒️Webhooks
      • ⚒️Integrations
      • ⚒️Groups
      • ⚒️Registered Applications
    • Chats Admin
      • ⚒️Chat Settings
      • ⚒️Chatbots Configuration
    • Billing
      • ⚒️Subscription Management
      • ⚒️Payments
    • Logs
      • ⚒️Event Log
      • ⚒️SMS Log
      • ⚒️Change Log
  • Digital Signage
    • 📚Digital Signage
    • 📚Digital Sign Appearance
    • ⚒️Managing Digital Signs
    • ⚒️Managing Screen and Frame Layouts
    • ⚒️Managing Playlists
    • ⚒️Managing Public Announcements
  • How To Guides
    • Agent Tasks
      • 🧐How to unlock a case processed by another user
    • Admin Tasks
      • 🧐How To: Compensate For No-shows
      • 🧐How To: Reference Data Records from Cases
      • 🧐How To: Configure a Phone Call Meeting
      • 🧐How To: Set Up a Kiosk Ticket Printer
      • 🧐How To: Configure SendGrid as an Email Provider
      • 🧐How To: Configure Mandrill as an Email Provider
      • 🧐How To: Use Google Fonts in Themes
    • Automations
      • 🧐How To: Use Automation to Send SMS
      • 🧐How To: Use Automation to Move a Case to Another Inbox
    • In-Branch Operations
      • 🧐How To: Use the Kiosk Client App
      • 🧐How To: Connect a Digital Sign
    • Kiosks
      • 🧐How To: Configure Accessible Kiosk with IVR
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On this page
  • Creating a New Group
  • Editing a Group
  • General Tab
  • Roles Tab
  • Members Tab
  • Default Permissions Tab
  • Deactivating a Group
  • Deleting a Group
  • See Also
  1. Admin Tools
  2. Organization Settings

Groups

Admin Tools -> Settings -> Groups

Access to this page requires the Organization Admin role.

Access to various tools and resources within the organization requires specific permissions.

These permissions are granted by assigning users one of Cubu's predefined roles.

To streamline permission management, roles are not directly assigned to individual users. Instead, you create groups, assign roles to these groups, and then add users as members.

Users inherit the roles of all the groups they belong to.

When the organization is created, several default groups are created automatically. The Groups tool allows administrators to edit existing groups and create new groups.

Creating a New Group

To create a new group:

  • Click the New Group button to open the New Group dialog.

  • Enter a unique group name.

  • Click Create.

Editing a Group

To edit a group, click on the group from the group list.

General Tab

The General tab allows you to update the group name and describe it.

Roles Tab

In this tab, select the roles assigned to the group.

Members Tab

In this tab, you can manage the group members.

To add a user to the group, type the user name or email in the Add Users dropdown field. Note that you can only add organization members.

Default Permissions Tab

This tab enables you to set up a group that will be granted access to newly created inboxes and services.

It comes in handy when you have a group that always requires access to inboxes and services.

Enabling the "Grant inbox access" option will automatically provide the group with access to any new inbox. Similarly, enabling the "Grant service access" option will automatically grant the group access to any new service.

Deactivating a Group

If you wish to temporarily revoke permissions from group members you can deactivate the group.

Deactivating a group has the same effect of deleting the group. The group member will no longer be assigned the group roles.

To deactivate a group, click on the menu button (⋮) and click Deactivate Group.

To re-activate the group, click on the menu button (⋮) and click Activate Group.

Deleting a Group

To permanently delete a group, click on the menu button (⋮) and click Delete Group.

See Also

PreviousIntegrationsNextRegistered Applications

Last updated 1 year ago

To remove a user from the group, click on the Remove () button next to the user.

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Security and Permissions