Users & Groups

Invite your team, manage group access roles, and monitor user sessions

The Users & Groups page in Sonderplan lets you manage who can access your system, how they authenticate, and which set of permissions they inherit via Groups. Use this page to onboard new team members, organize them into logical units, and monitor active sessions.

Users

The Users tab shows every user account that can log into Sonderplan.

Creating & Editing a User

If you are using Sonderplan on a Flexible Billing plan, creating users will result in additional charges (calculated pro rata) being automatically charged to your credit card.

Next to the Users & Groups heading, click the New button and choose User in the drop-down menu.

In the New User editing sidebar, either

• Select an existing Contact in the selection menu that you wish to give login access to Sonderplan
• Click New Contact to create a new contact that will also be added as a User to Sonderplan

Once a contact has been selected, additional inputs are shown (see below).

Primary Email Warning

Users require a Primary Email to be set before they can be created. To set a primary email click on the Open Contact Editor link or button, which will open the Contact Editor.

Time Logging Limited Warning

A Time Logging Limited warning will be shown if the user is not also added as a Resource. This user will be able to log their time privately, but they won’t be able to add time entries to bookings or projects until they are enabled as a resource.

User Group

Users derive their core module permissions from User Groups. The group selected can either be one of the default, Staff, Administrator or Super Administrator or can be a Custom Group.

SAML SSO Login

If you have configured SAML SSO, you can enable each user to use that login method.

Expiry Date

Each user can have an expiry date assigned, after which they will no longer be able to login to Sonderplan. This is particularly useful when you have temporary staff or contractors using the system.

Deleting a User

If you’re using Sonderplan with a Flexible Billing plan, deleting users will generate unused time credits for the user. These credits will be automatically applied to your account and used toward future invoices.

Open the User’s edit panel as above.

At the bottom-left of the panel, click the button. Confirm the deletion in the prompt.

Groups

Groups let you bundle individual accounts into logical teams—so you can grant or revoke access to entire sets of features at once. Instead of assigning permissions one user at a time, you simply give a Group the right to view or edit specific modules (Schedule / Bookings, Projects, Contacts, and more) and any member of that Group automatically inherits those permissions.

Default Groups

Sonderplan has 3 default groups setup which cover many common use cases.

Module	Staff	Administrators	Super Administrators
Schedule / Bookings	RW	RW	RW
Projects	RW	RW	RW
Contacts	RW	RW	RW
Sales	—	RW	RW
Administrator	—	RW	RW
Subscription Management	—	—	RW

— = No Access, R- = Read Only, RW = Read and Write

Create & Edit a Group

If you wish to customise access you can create a Custom Group. If you are editing a group, click on the name of the group in the Groups datatable.

Only custom groups may be edited

Next to the Users & Groups heading, click the New button and choose Group in the drop-down menu. The New Group editor will open from the right side.

• Enter a Group Name and optional Description for the group.
• For each Module, select the level of access that each member of the group should have.

Finally click Create Group to create a new group, or Save Changes to save the existing group.

Delete Group

Only custom groups may be deleted

Open the Groups’s edit panel as above.

At the bottom-left of the panel, click the button. Confirm the deletion in the prompt.

The group will be removed from the list immediately.

Sessions

On the Sessions tab you can view and manage every active login across browsers and devices. For each session you’ll see the User name (and email), the originating IP Address, when they Signed In, and their Last Active timestamp.

If you need to immediately revoke access—for example if a device is lost or left unattended—click the red trash icon under Delete to terminate that session. Use the pagination controls and search field to locate specific sessions, and rest easy knowing you can instantly sign out any user from this single screen.