Restricting visibility with User Groups
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It's sometimes the case that you need to restrict the visibility of content of certain features in ChurchSuite, so that information added is private and only visible to certain 'groups' of users - what we call User Groups - and not visible to other users who are not members of the User Group. It's possible to restrict the visibility of Notes, Tags, Key Dates, Flows, Leave Setup, Preset emails and SMSs, along with Resources in the Bookings module.
For each of the above features you can set the visibility - either to All Users (i.e. all ChurchSuite users, not all members), Just me (private to the creator/author) or to one or more User Groups.
You can also set User Group Visibility. By default a User Group is only visible to the group's members - this means that even the existence of the User Group and any content restricted to that User Group is only visible to the User Group's members. However, it is also possible to set a User Group's existence to be visible, which means that those not in the User Group can restrict the visibility of things to User Groups that they don't belong to.
For example, you might have a "Safeguarding" User Group that you want to be visible to all users so that any user could add a confidential Note and restrict its visibility to just those in the Safeguarding user group. While any user can add the confidential note for the Safeguarding user group, they would still be prevented from viewing other notes restricted to the Safeguarding user group.
How to add a user group
In the Administrator section, click on the Groups menu. Here you can manage existing User Groups - to View, Edit or Delete and existing group. Click to Add group...
The Add group pop up opens. Give the User Group a suitable Name, set whether to Restrict visibility of the group to only users in the group. Note that the group can be assigned a shared Email address - when sending emails, users within the group can send on behalf of the group's email address as an alternative to their own User email address (see the related support article). Click Save to add the new User Group.
Now, working within the User Group's "View" page click Add to group to add one or more users to the group. From here you can also Edit the group, perhaps to change the group's name, visibility or shared email details or use the action menu to Remove a user who is no longer part of that group.
You can return to a User Group page at any time to Add or Remove users to the group.
Restricting visibility of content to a user group
Now, when adding or editing any of the features listed above, such as a Note, the user can select to restrict the note's visibility to a user group. Only user groups that do not have visibility restricted and user groups the user belongs to will be visible in the drop-down list.
Deleting Users and User Groups - Warning!
Before deleting a User or User Group, consider whether any notes, tags, key dates, flows, booking resources, leave setup or presets have their visibility restricted to just that User Group. If you proceed with deleting a User or User Group, no users or administrators will be able to view those notes, tags, flows etc - they will be hidden from view. This is intentional in order to respect the original visibility restrictions that were intended to ensure privacy of those items.
Therefore, before deleting a User or User Group, update the visibility restrictions of your notes, tags and flows - either to "All Users", "Just me" or to an alternative User Group; then proceed with the user or user group deletion. Once a User or User Group is deleted, only the ChurchSuite Support team can restore the visibility of those hidden items.