User Groups and Permissions

User Groups

Create, manage and utlize custom user groups in Softr.

User groups are an essential part of delivering a personalized experience and showing the right information to your users. In addition to making blocks and pages accessible to logged-in or non-logged-in users, Softr allows you to create custom user groups.

Let’s start with how user groups are created.

Create a user group

To create a user group, open the Users tab and go to User groups. Then click Add custom group.

The User groups list in the Users tab. Numbers point to the Add custom group button, the built-in groups, and the custom groups — The User groups list: built-in groups, your custom groups, and the Add custom group button.

In the New user group window, enter a name. Then choose how to assign users: Manual or Condition-based.

The New user group window with a name and the two ways to assign users, Manual and Condition-based — The New user group window.

Click Save when you are done. Learn how to add users below.

Add users to your user group

Once you have a user group, you need to add users to it. You can do this manually or by adding users based on their attributes with conditions.

Add users manually

To add users manually, select Manual. Then select one or more users from the list.

The user list of the New user group window, open for a manual group — Select the users of the group from the list.

Two selected users shown as chips in the New user group window — The selected users show as chips.

You can also manually assign a user group to a user from the users table.

Add users manually directly from the users table

Add users based on a condition

Select a logged-in user’s attribute and specify a relevant condition and value.

You can also specify conditions based on payment-related attributes, such as one-time products and subscriptions. To use these attributes, you must connect Stripe to your application. Learn how to add users based on their Stripe attributes.

The New user group window with Condition-based selected, and a condition row with a field, a condition, and a value — A condition-based group: set the attribute, the condition, and the value.

Manage user groups for each user from the users table

A user’s user groups are visible in the users table. You can see which user groups they’re in, and you can assign and remove any user group they were added to manually.

However, you cannot remove a user from a user group they were added to based on a condition. This is because of the rule yourself or a collaborator set up when creating the user group. To edit the conditions for a user group, go to the user groups tab and edit the condition(s) used to add users.

Set block and page visibility for your user group

Once you’ve created a user group, you can use it to control who can see a particular block or page.

To set block visibility, go to the block’s visibility settings, select Logged-in users, and select the relevant user group from the dropdown list.

To set page visibility, go to the page’s settings, select Logged-in users, and select the relevant user group from the dropdown list.

Now, only users in the selected user group will be able to see the block or page.

Setting block visibility for a user group

Set advanced action permissions for your user group

You can also use user groups to control who can perform specific actions on a block.

To do this, go to the relevant block and open the Button visibility settings from the Actions tab. From there, you can define which user groups should be able to see and interact with the action.