Users & Groups
Invite your team, manage group access roles, and monitor user sessions
The Users & Groups page in Sonderplan lets you manage who can access your system, how they authenticate, and which set of permissions they inherit via Groups. Use this page to onboard new team members, organize them into logical units, and monitor active sessions.
Users
The Users tab shows every user account that can log into Sonderplan.
Creating & Editing a User
Next to the Users & Groups heading, click the New button and choose User in the drop-down menu.
In the New User editing sidebar, either
- Select an existing Contact in the selection menu that you wish to give login access to Sonderplan
- Click New Contact to create a new contact that will also be added as a User to Sonderplan
Once a contact has been selected, additional inputs are shown (see below).
Primary Email Warning
Users require a Primary Email to be set before they can be created. To set a primary email click on the Open Contact Editor link or button, which will open the Contact Editor.
Time Logging Limited Warning
A Time Logging Limited warning will be shown if the user is not also added as a Resource. This user will be able to log their time privately, but they won’t be able to add time entries to bookings or projects until they are enabled as a resource.
User Group
Users derive their core module permissions from User Groups. The group selected can either be one of the default, Staff, Administrator or Super Administrator or can be a Custom Group.
SAML SSO Login
If you have configured SAML SSO, you can enable each user to use that login method.
Expiry Date
Each user can have an expiry date assigned, after which they will no longer be able to login to Sonderplan. This is particularly useful when you have temporary staff or contractors using the system.
Deleting a User
Open the User’s edit panel as above.
At the bottom-left of the panel, click the button. Confirm the deletion in the prompt.
Groups
Groups let you bundle individual accounts into logical teams—so you can grant or revoke access to entire sets of features at once. Instead of assigning permissions one user at a time, you simply give a Group the right to view or edit specific modules (Schedule / Bookings, Projects, Contacts, and more) and any member of that Group automatically inherits those permissions.
Default Groups
Sonderplan has 3 default groups setup which cover many common use cases.
| Module | Staff | Administrators | Super Administrators |
|---|---|---|---|
| Schedule / Bookings | RW | RW | RW |
| Projects | RW | RW | RW |
| Contacts | RW | RW | RW |
| Sales | — | RW | RW |
| Administrator | — | RW | RW |
| Subscription Management | — | — | RW |
— = No Access, R- = Read Only, RW = Read and Write
Create & Edit a Group
If you wish to customise access you can create a Custom Group. If you are editing a group, click on the name of the group in the Groups datatable.
Next to the Users & Groups heading, click the New button and choose Group in the drop-down menu. The New Group editor will open from the right side.
- Enter a Group Name and optional Description for the group.
- For each Module, select the level of access that each member of the group should have.
Finally click Create Group to create a new group, or Save Changes to save the existing group.
Delete Group
Open the Groups’s edit panel as above.
At the bottom-left of the panel, click the button. Confirm the deletion in the prompt.
The group will be removed from the list immediately.
Sessions
On the Sessions tab you can view and manage every active login across browsers and devices. For each session you’ll see the User name (and email), the originating IP Address, when they Signed In, and their Last Active timestamp.
If you need to immediately revoke access—for example if a device is lost or left unattended—click the red trash icon under Delete to terminate that session. Use the pagination controls and search field to locate specific sessions, and rest easy knowing you can instantly sign out any user from this single screen.