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Create and manage user groups

Group users together by function, department, or location to streamline assignments and permissions.

Logan Bowlby avatar
Written by Logan Bowlby
Updated over a week ago

Overview

User groups let you organize your team into flexible units. They’re especially helpful for assigning checklists, assignments, and locations to multiple people at once—without managing users individually.

You can also use delegable user groups to expand who a user can assign work to, even if they’re not in that group themselves.


Create a user group

Go to the user groups section

From the Mobaro Backend, navigate to User Groups from the sidebar.

Add a new user group

Click + Create to open the editor panel on the right.

Enter a name and description

  • Name the group something descriptive, like "Ride Operators – North"

  • optional Add a description for clarity (e.g., “All North park operators except leads”)

Add users, admins, and group settings

Once saved, expand the Memberships section in the editor to manage:

  • Administrators – Can manage users and edit the group (even without being in it)

  • Users – People who belong to this group

  • Delegable user groups – Groups this group is allowed to assign work to

  • Locations – Where this group operates

  • Location groups – Broader regions this group covers


About delegable user groups

By default, users can only assign work (like assignments or checklists) to other users or groups they belong to.

If a team needs to assign tasks to other groups, you can add those groups as delegable user groups. This expands the assignment dropdown to include additional groups—even if the user isn't in them.

This is especially useful for:

  • Shift leads assigning tasks to other departments

  • Central control teams managing multiple crews

  • Maintenance assigning work across specialty teams


Assignability settings

optional Use the Assignability section to control whether this user group can be selected as an assignee in assignments.

Note: This setting only applies to assignments. It doesn’t impact whether the group can be used in schedules or other areas.


Best practices

  • Use consistent naming structures:
    Use a naming format like:
    [Function or Access Type] – [Team or Area]

    Examples:

    • Access – Maintenance Leads

    • Ops – Ride Operators – Zone A

    • F&B – All Locations

      This keeps your group list clean and easy to filter.

  • Include access type when needed:
    Prefixing with terms like Access, Ops, or Mgmt makes it clear who the group is for and how it’s used—especially when paired with permissions.

  • Use the description field for detail:
    Add clarifying details like “Used for assigning downtime to the North team” or “Operators for the carousel only, not supervisors.”

  • Be intentional with delegable groups:
    Only assign delegable groups when the user truly needs to assign across teams. This prevents clutter and misassignment in dropdowns.


Frequently asked questions

Q: What are delegable user groups for?
A: They allow users to assign tasks to other groups they’re not part of. Without it, users can only assign to their own group(s).

Q: Can a user belong to more than one group?
A: Yes. A user can belong to multiple groups to reflect cross-functional responsibilities.

Q: Do admins have to be in the user group they manage?
A: No. Admins can manage a group without being listed as a member.

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