NextCrew supports three distinct methods for adding users to groups, making the process flexible and accessible for managers, crew members, and administrators. These methods ensure the right people are grouped for permissions, messaging, and job invitations, while enabling granular, role-specific access across the platform.
Overview
Groups in NextCrew connect staffing managers, crew, and client users by permissions, communications, and workflow access. A user can belong to multiple groups, allowing for nuanced access to data, messaging, and operational features.
Navigation
Method 1: Via Code Tables
Navigate to Settings → Code Tables → Groups.
Edit the group for which user(s) are to be added.
Use the group edit interface to select and add individual users to the group.
Method 2: From Crew Details Overview
Open a crew member's details.
Select the Overview tab.
Locate the Groups section on the right panel; from there, add or modify group membership for the user.
Method 3: Admin Users Management
Go to Settings → Company → Admin Users.
Click to edit user details.
Assign groups directly from the user's profile management interface.
Functionality Overview
Any user role—staffing manager, crew member, or client—can be assigned to one or more groups using these methods.
Permissions set at the group level define what data and functions (e.g., office locations, rate visibility) users can access, even allowing bulk message, job invitation, and secure sharing by group.
Group assignment impacts messages, invites, and user collaboration on jobs and company communications.
Additional Notes
Always validate group membership carefully, especially when mixing managers and crew, as permissions assigned to groups define access scope for sensitive company information.
Groups differ from tags: tags are for categorization, while groups are for controlled access and communication.
Data and messages are shareable by group, streamlining organizational outreach and resource deployment.
FAQ
Q: Can users belong to multiple groups in NextCrew?
A: Yes. Crew members, staffing managers, and client users can each be assigned to as many groups as necessary. This makes group-based permission management, messaging, and job invitations highly flexible and targeted for organizational needs.
Q: How do I manage permissions for a group?
A: Group permissions—such as access to specific office data or rate visibility—are set from the Permissions tab in Settings. This allows detailed and secure control over what each group can see and do in the system, ensuring sensitive information is only accessed by authorized users.
Q: What are the main differences between groups and tags?
A: Groups define access levels and communication options, while tags are simply for labeling and categorization. Only groups support permission assignments and collective actions such as sending messages, inviting users to jobs, and sharing data.
Q: Can I send messages or invitations by group?
A: Yes. Messaging and job invitations can be targeted to entire groups, making organizational communication and scheduling easy and consistent.
Q: How can I ensure privacy and security when assigning users to groups?
A: Always review group membership carefully, especially if a group contains both managers and crew members. Permissions set at the group level apply to all group members, so it is vital to avoid exposing sensitive company data to unintended users.
Tip
Validate group assignments for privacy and security to avoid unintentionally granting sensitive access.
See Also
How to Share Messages
How to Set Permissions by Group
Permission and Configuration
Set exact data and feature permissions for groups by navigating to Settings → Permissions, maintaining strict control over access levels for different user cohorts.
Legacy Compatibility
Group assignment workflows—including the three methods—are supported across legacy and current releases, maintaining consistency in user management.