--- title: "Task Management Permission Groups" slug: "task-management-permission-groups" description: "Permission groups for Task Management control access to guides, tasks, task tags, forms, and request settings." updated: 2025-08-26T19:48:28Z published: 2025-08-26T19:48:28Z canonical: "docs.restaurant365.com/task-management-permission-groups" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Task Management Permission Groups This article is part of Task Management and covers creating permission groups. Task Management permissions groups can be created from the [Task Management Settings](/doc/docs/task-management-settings), which can be accessed from the [Guides](/doc/docs/guides) page. Permission groups can be created to assign specific users and/or user roles a set of Task Management permissions. The permissions assigned on the permission group then reflect those on the [user's permissions](/doc/docs/user-record-permissions-tab) or the user roles [security and permissions](/doc/docs/security-permissions-overview-security). Only Task Management admins can create and assign permission groups. --- ## Create a Permission Group To create a permission group, first, navigate to the **Permissions** tab of the Task Management Settings sidesheet, then follow these steps: | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/de1237dd-128d-4c2d-bc2e-cc1d88ca6c6b.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A35%3A05Z&se=2026-11-07T18%3A35%3A05Z&sr=c&sp=r&sig=zsrnF0j8dxGBHCN48FDI9eu7Dzib%2FGfVhma51W3kJjA%3D) | Click **+New Group** to create a new permission group. | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/e0c1f28c-4599-4586-829e-0ac9172245de.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A35%3A05Z&se=2026-11-07T18%3A35%3A05Z&sr=c&sp=r&sig=zsrnF0j8dxGBHCN48FDI9eu7Dzib%2FGfVhma51W3kJjA%3D) | | --- | --- | --- | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/2279271e-27e1-49be-a3b5-cb828262662c.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A35%3A05Z&se=2026-11-07T18%3A35%3A05Z&sr=c&sp=r&sig=zsrnF0j8dxGBHCN48FDI9eu7Dzib%2FGfVhma51W3kJjA%3D) | Select the permissions that will be assigned to the user or user roles. When a permission is checked, the permission will be assigned. Unchecked permissions will not be assigned. The permissions available for selection here, include the following: - Guides - View Guides - Edit Guides - Create Guides - Create/Edit/Delete Task Tags - Manage Request Settings - Delete Guides - Tasks - View & Edit All Tasks - View & Edit Unassigned Tasks - Assign Other Users to Tasks - Unassign Other Users from Tasks - Can Update Locked Tasks | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/b41bd775-1905-410d-b72a-52d2073814ad.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A35%3A05Z&se=2026-11-07T18%3A35%3A05Z&sr=c&sp=r&sig=zsrnF0j8dxGBHCN48FDI9eu7Dzib%2FGfVhma51W3kJjA%3D) | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/0133bc5c-90fa-4fb8-ac31-32505bf14c44.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A35%3A05Z&se=2026-11-07T18%3A35%3A05Z&sr=c&sp=r&sig=zsrnF0j8dxGBHCN48FDI9eu7Dzib%2FGfVhma51W3kJjA%3D) | Click **Continue** to proceed to the Users section. | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/6701d3d4-31ab-4cc4-a0ed-1184513b87a0.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A35%3A05Z&se=2026-11-07T18%3A35%3A05Z&sr=c&sp=r&sig=zsrnF0j8dxGBHCN48FDI9eu7Dzib%2FGfVhma51W3kJjA%3D) | Open the dropdown or click and type to search through the list of user roles and users to select. | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/53e58fcc-060c-4a9f-a85e-5e3428e55d5a.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A35%3A05Z&se=2026-11-07T18%3A35%3A05Z&sr=c&sp=r&sig=zsrnF0j8dxGBHCN48FDI9eu7Dzib%2FGfVhma51W3kJjA%3D) | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/c8a6c996-9775-47e5-b1ba-706d0a6694d3.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A35%3A05Z&se=2026-11-07T18%3A35%3A05Z&sr=c&sp=r&sig=zsrnF0j8dxGBHCN48FDI9eu7Dzib%2FGfVhma51W3kJjA%3D) | Select the **user roles and/or users** to add to the permission group. As they are selected, they will be added to the user role/user field. A group icon![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/826eb762-be6c-4aaf-a681-011e14c70ab1.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A35%3A05Z&se=2026-11-07T18%3A35%3A05Z&sr=c&sp=r&sig=zsrnF0j8dxGBHCN48FDI9eu7Dzib%2FGfVhma51W3kJjA%3D) beside a user role or user indicates that the user role/user has already been assigned to a permission group. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/1ae13e19-788a-490c-8f67-c0f88332f7bf.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A35%3A05Z&se=2026-11-07T18%3A35%3A05Z&sr=c&sp=r&sig=zsrnF0j8dxGBHCN48FDI9eu7Dzib%2FGfVhma51W3kJjA%3D)![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/8c5ae261-cd39-432b-93ee-a90f4e84a88b.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A35%3A05Z&se=2026-11-07T18%3A35%3A05Z&sr=c&sp=r&sig=zsrnF0j8dxGBHCN48FDI9eu7Dzib%2FGfVhma51W3kJjA%3D)The user role beside the icon indicates the user role that added the user to a group. | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/f4c28beb-f9b5-4f20-ac83-e45de377e665.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A35%3A05Z&se=2026-11-07T18%3A35%3A05Z&sr=c&sp=r&sig=zsrnF0j8dxGBHCN48FDI9eu7Dzib%2FGfVhma51W3kJjA%3D) | Once all users and user roles are added, click **Create Group**. | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/593a0a87-cf66-4cca-9038-c8c947d683cd.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A35%3A05Z&se=2026-11-07T18%3A35%3A05Z&sr=c&sp=r&sig=zsrnF0j8dxGBHCN48FDI9eu7Dzib%2FGfVhma51W3kJjA%3D) | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/9aa71aa3-f509-4c35-a29c-887f722f370e.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A35%3A05Z&se=2026-11-07T18%3A35%3A05Z&sr=c&sp=r&sig=zsrnF0j8dxGBHCN48FDI9eu7Dzib%2FGfVhma51W3kJjA%3D) | The **permission group** will then be listed on the Permissions tab. | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/98b9a00f-0cd6-4a64-a918-686089ac1080.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A35%3A05Z&se=2026-11-07T18%3A35%3A05Z&sr=c&sp=r&sig=zsrnF0j8dxGBHCN48FDI9eu7Dzib%2FGfVhma51W3kJjA%3D) | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/98d42eeb-95a0-409b-855d-10815789a011.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A35%3A05Z&se=2026-11-07T18%3A35%3A05Z&sr=c&sp=r&sig=zsrnF0j8dxGBHCN48FDI9eu7Dzib%2FGfVhma51W3kJjA%3D) | Click **Save** to save the permission groups. | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/c97fad49-717f-4f5d-b54a-561119667281.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A35%3A05Z&se=2026-11-07T18%3A35%3A05Z&sr=c&sp=r&sig=zsrnF0j8dxGBHCN48FDI9eu7Dzib%2FGfVhma51W3kJjA%3D) | --- ## Edit an Existing Permission Group To edit an **existing** permission group, click the permission group from the list. This will open the permission group into edit mode. User(s)/user role(s) can be added or removed from the user/user role field. Permissions can be checked or unchecked. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/f8a30a2d-9bc6-4042-b8d9-fe6e9645582c.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A35%3A05Z&se=2026-11-07T18%3A35%3A05Z&sr=c&sp=r&sig=zsrnF0j8dxGBHCN48FDI9eu7Dzib%2FGfVhma51W3kJjA%3D) Once edits have been made, click **Save** to save the changes. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/6a836724-2c8c-4efc-9f93-566c51130db6.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A35%3A05Z&se=2026-11-07T18%3A35%3A05Z&sr=c&sp=r&sig=zsrnF0j8dxGBHCN48FDI9eu7Dzib%2FGfVhma51W3kJjA%3D) --- ## Switch User/User Role to New Group When a user or user role that is already assigned to a permission group is selected for a different permission group, users will receive either of the following messages: ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/d2da7ab5-cf0f-41ff-a1ea-579cc211102a.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A35%3A05Z&se=2026-11-07T18%3A35%3A05Z&sr=c&sp=r&sig=zsrnF0j8dxGBHCN48FDI9eu7Dzib%2FGfVhma51W3kJjA%3D) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/aa8f32a1-d3ed-4627-930e-53c343e57452.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A35%3A05Z&se=2026-11-07T18%3A35%3A05Z&sr=c&sp=r&sig=zsrnF0j8dxGBHCN48FDI9eu7Dzib%2FGfVhma51W3kJjA%3D) Select **Add** to continue with the selection. This will move the user/user role to the new permission group and remove it from the group that it was previously assigned to. The permissions assigned to the user/user role will change to match that of the new permission group. Click **Cancel** to keep the user/user role with its original permission group. Access rights granted to users or user roles that dictate what actions they can perform within the system.