How to Create and Manage Groups

Groups in Strev let admins manage access and visibility across assets, contracts, documents, and other modules without assigning permissions user by user.

Accessing Groups in Strev

1. Log in as an Admin
2. Click the ⚙️ Settings icon
3. Go to Admin Settings → User Management → Groups

You’ll land on the List of Groups page, where you can view existing groups, their members, associated contracts, and enabled visibility by module.

Creating a New Group

1. Click + Create Group
2. Enter a Group Name
3. Configure Permissions and Visibility
4. (Optional) Add members
5. Click Create

Configuring Group Permissions

Under Permissions, define what actions users in the group are allowed to perform:

• View – Access and view records
• Create / Edit – Create new records or update existing ones
• Delete – Remove records

Important: Permission Precedence

Strev enforces a least privilege model.

Group permissions do not override a user’s assigned role. A user’s effective access is always determined by the most restrictive permission.

Example:

• A user has a Viewer role
• The user is added to a group with Create/Edit and Delete enabled

Result:
The user will still have view-only access and will not be able to edit or delete records.

To grant higher access, the user’s role must allow it first. Group permissions only apply within the limits of the user’s role.

Setting Visibility and Feature Access

Under Visibility, toggle which modules and features the group can access:

• Web View
• Contracts
• Assets
• Suppliers
• Customers
• Create Document
• Smart Repository
• E-Signature
• Rev AI
• Custom Dashboards
• Data Export
• SaaS Management

Visibility controls what users can see, while permissions control what actions they can take.

Adding Members to a Group

Members can be added during or after group creation.

1. Select Add member for this group (optional during creation)
2. Or open an existing group and choose Add Members
3. Search by name or email
4. Select one or more users
5. Click Apply

All group permissions and visibility rules apply immediately, subject to the user’s role.

Managing Existing Groups

Edit a Group

• Open the ⋯ Actions menu
• Select Edit
• Update permissions, visibility, or members
• Save changes

Delete a Group

• Open the ⋯ Actions menu
• Select Delete
• Confirm the action

Deleting a group removes access rules but does not delete users or data.

Best Practices

• Assign user roles first, then refine access using groups
• Use role-based group names (e.g., IT, HR, Maintenance Team)
• Keep external users in separate groups
• Grant Delete permissions sparingly