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Limiting Staff to Specific Group(s)

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Have staff that only schedules for a particular group(s)? This may be the feature for you! #

What does this feature do? #

This feature conveniently limits a staff member to just one or more groups instead of all groups in various places in Usked. This feature mainly affects the scheduling role only. 

Who can set up the limited group(s) for staff members? 

Those with the role of Billing or Human Resources enabled can set this up. 

Where can I find this feature?  #

From your Usked portal go to People > Staff. Then, click on the pencil (edit) icon next to the staff member profile you’d like to change. From the Roles tab you can then add a group(s) in the Limit to Groups field and select Save Changes. 

What happens then?  #

After a group(s) are added in this field, when the staff member logs into Usked:

  • Many of the menu bar items are hidden **
  • The service request ID search field in the menu bar is limited to the assigned groups.
  • Service requests on the alerts page will be hyperlinked only if they belong to one of the assigned groups.
  • The limit to group filter on the side-by-side, compact, 7 day, 35 day scheduling views, as well as the service request and assignments views, will always be the assigned groups.
  • When creating a new service request, the requester & group field is limited to group members of the assigned groups.
  • When adding users to a group, the group field is limited to the assigned groups.
  • When creating and updating blocks, the list of attachable service requests is limited to those within the assigned groups.
  • When viewing the list of blocks, only those blocks where the master service provider slot, or the first linked service provider slot, is within the assigned groups will have action icons and have the service request id numbers hyperlinked.

**Note that the menu items are merely hidden from their menu. If they attempt to type in the web address manually, or click on a link shared to them for any of those hidden menu items, they will see the page with all of the information on the page. There is no security measure to prevent them from seeing information from all groups.

Updated on December 10, 2025
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