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How do I create a module group?

Create and configure a module group to apply the same permissions to multiple users at once.

Module groups in GovPilot allow administrators to set up shared permissions for a collection of modules and easily apply those settings to multiple users. Instead of assigning access module-by-module for every user, you can define the access once in a group, then assign users to that group.

Steps to Create a Module Group

  1. From the Home page, click the gear icon in the top right corner to go to Account Settings.

  2. In the left-hand panel, click User Role Management.

  3. At the top of the page, select the Module Management tab to see a list of existing module groups.

  4. Click the Add New Group button to open the module group setup window.

  5. Give your group a meaningful name (e.g., “Code Enforcement” or “Clerks Office”).



  6. Select a module to add from the dropdown.


  7. Set the main data access type.



  8. Specify related tables and their specific access types.



  9. Define access for forms, prints, and reports as needed.

  10. Save the module setup by clicking "Ok".



    Repeat the process for every module you want to include in the group.
  11. (Optional) Assign Users
    Use the search bar to search for a user's name or email address.



  12. Once you've selected a user, they will appear in green in the "Users Assigned" section. (Click on the corner "x" to remove the user.)



  13. When you're satisfied with all the group settings, click the "Save" button to save the new group (or "Cancel" to abandon).


Best Practices

  • Name clearly: Choose group names that reflect their purpose or department.

  • Avoid redundancy: Check if a similar group already exists before creating a new one.

  • Use groups for onboarding: Preconfigured groups speed up user setup for new hires.


Additional Resources


Related search terms:
create module group, permission group, user access group, set module access, group-based permissions, new module group, configure permissions, govpilot admin, manage module group, account settings