Permission Groups

Permission Groups let you create named sets of permissions that can be assigned to users within your organisation.

Default groups

HelpYard comes with default groups for each role:

• Admin (full access)
• Provider Manager
• Field Worker
• Client Viewer

Create a custom group

1. Go to Admin → Permission Groups
2. Click New Group
3. Enter a name and description
4. Select which permissions to include
5. Save

Permission categories

Permissions are organised into groups:

• Properties (view, create, edit, delete)
• Workforce (view, create, edit, manage)
• Tasks (view, create, assign, complete, verify)
• Reports (view, export)
• Admin (users, organisations, settings)

Assign a group to a user

When creating or editing a user, select a Permission Group from the dropdown. The user inherits all permissions in that group.