Custom User Groups Overview

Creating custom user groups in Softr

Apart from making a block (or a page) accessible to logged-in or non-logged-in users, you can also create User Groups with custom conditions and add one or more user groups to block's visibility settings, so that only those groups can access the block. User groups are also used when defining edit permissions.

Let's see how User Groups are created.

Creating User Groups

To create a user group, you need to navigate to Settings => User Groups & Permissions => User Groups. The Logged in users groups will always be there by default, and you can use the Add user group button at the bottom to create a new custom group.

Adding a user group
Adding a user group

In the pop-up that opens next, you first need to set a name for the group.

Naming the user group
Naming the user group

Further on, you need to add all the necessary conditions based on which the user will be included in the group. Let's see how that works.

Creating Conditions

First of all, from the dropdown at the top you should choose whether the user needs to meet any or all of the conditions defined below to be included in the group.

“All” or “any” of the conditions
“All” or “any” of the conditions

You can add as many conditions as required, and they'll be joined with OR (match any is selected) or AND (match all is selected).

"Match any" option selected
"Match any" option selected

Now, let's add a condition using the Add condition button to see how it's configured. There are three fields in Condition Settings, so let's see how each of those works.

Condition settings
Condition settings

Condition settings

Select attribute
Select attribute

First, you need to select the attribute for which you want to set a condition. There are the following options:

  • One-time Product
  • Subscription
  • Logged in User's

The first two are payment-related conditions and the last one is based on logged in user's attributes. You can find a detailed overview of each condition type in its corresponding articles, so let's just complete the user group creation and see how it's assigned to a block.

Adding a user group to block’s visibility

As soon as you've set all the necessary conditions, just hit the Create user group button and the created group will appear in your list of user groups.

Create user group
Create user group

Now you can use the created group when defining the visibility conditions for a particular block. Navigate to block's visibility settings, select Logged in users, click Add user group, and select the group from the list.

Selecting the user group
Selecting the user group

That's it. Now, only the users that are part of the selected group will be able to access the block. Please, not that you can add more than one user group to a given block.

You can select user groups when setting up page visibility the same way.

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Last updated on December 6, 2022