When adding new users into your Sign In Solutions account, you can control the feature access they have using Permission Bundles. Each account has two default permission bundles, ADMIN and INVITES, but also gives you the ability to create your own.
Default ADMIN and INVITES Bundles
By default, there are two Permission Bundles available in the account. They cannot be edited or deleted:
ADMIN: Provides full global access to the account.
INVITES: Allows users to create invites, send invite notifications, and bulk upload invitees to any location. To learn more about creating invites, check out our knowledge article HERE.
Creating Custom Permission Bundles
To create a custom bundle, click the Permission Bundles icon in the left-navigation bar. Then, click Create permission bundle in the top menu.
Alternatively, click the Copy Bundle icon to the right an existing bundle to clone and edit an existing permission set.
Each page has its own Header setting that can be toggled on/off. Many of the Headers are associated with an icon in the left-navigation bar and open up a full page in your account. If the header's toggled off, that page cannot be found in the user's account.
Next, every Sub-toggle under a header controls what a user can do within a specific page. These options are different depending on the features within that page.
NOTE: Some settings are dependent on others being toggled on first. Most notably, if your Invites or Guestbook header is toggled on, the Locations header will automatically be toggled on as well. This is because invites and guestbook logs are always associated with a location.
Location Visibility Settings
Location access in a permission bundle is initially controlled by the Visibility All checkbox. When this checkbox is turned on, every user with that permission bundle can see all locations in the account.
However, when it is turned off, access is limited to the specific locations that have been assigned to the user. You must then assign location access individually or through a user group.
Use-Case Example: If you have multiple locations and would like the front desk teams to only see their own locations, uncheck the Visibility: All box and follow the steps oultined below.
Assigning Locations Directly To A User
To directly assign a location to a user:
Click the gear icon in top right corner of your account.
Select Users.
If the user exists, click the checkbox next to their name. Then, near the top of the page, select Actions > Edit User.
If the user does not exist, click Create User and fill out the fields.
4. Choose their locations from the Assigned Locations dropdown list.
Remember to assign them at least one permission bundle with the Locations Header toggled on.
Assigning Locations Through User Groups
Another way to assign locations is through user groups. This is especially helpful for larger organizations that have to scale to multiple locations. Instead of manually assigning locations to each individual user, you only need to set up the group once and then add users as needed. If you ever update the group by adding or removing locations, those changes apply automatically to every user who belongs to that group.
To manage visibility through user groups:
In the top-right corner of your account, select the Gear Icon > Users.
On the left-hand side, click Create User Group or open an existing group.
3. In the Assigned Locations field, select the locations you'd like to include.
Now, whenever you edit or create a user, you can assign them this user group rather than using the Assigned Locations field.
To assign a user group in bulk, click the checkbox next to every user you'd like to add to the group. Then, click Actions > Edit User Groups.
Other Visibility Settings: All, Shared, and Owner
For headers other than Locations, the Visibility setting controls what records a user can view that were created by other users. This helps you decide whether access should be account-wide, team-wide, or limited to the individual user.
There are three levels of visibility to choose from:
All — The user can see every record created under that feature.
Shared — The user can see records created by other users with the exact same permission bundle.
Owner — The user can see only the records they personally created.
To make Shared visibility effective, ownership of a record (such as an Experience, Email Template, Theme, or Invite) can be assigned to a specific user. By giving that user multiple permission bundles, they can then share access with others who hold at least one of those same bundles.
Example: Shared Site-Specific Kiosk Experiences
Suppose you want your Vancouver team to manage only their own Kiosk Experience without giving them visibility into other sites’ experiences. Here’s how you could set it up:
Assign a user ownership of the Vancouver Kiosk Experience (see Record Ownership Transfer section below).
Create a Vancouver Site Admin permission bundle with the Experiences header set to Shared. Toggle on any other permissions as necessary.
Assign that permission bundle to your user.
Add other Vancouver site admins to your account and give them the exact same Vancouver Site Admin bundle.
With this setup, the initial user now owns the Vancouver Kiosk Experience, and is sharing visibility of it to the other users who also have the Vancouver Site Admin permission bundle. They will not be able to see any other experiences unless one of them owns it.
Record Ownership Transfer
When you transfer a record to a different user, it allows that user and all other users with the same permission bundle to see the record as if they were the one that created it.
Ownership Transfer is indicated by an arrow icon and can be done on any record that has visibility settings (eg. Locations, Experiences, Themes, Badges, and Invites.)
Simply click the arrow icon and choose a new user from the dropdown list.
NOTE: Global ADMINS retain full rights to transfer ownership of records that already belong to other users.
For help setting up your Permission Bundles, reach out to your dedicated Customer Success manager or to [email protected].