Groups

Group fields, permission levels per record type, and the default groups every organization starts with.

Updated October 29, 2026

A Group is a named set of permission levels applied to one or more users. A user can belong to more than one Group; see Permissions below for how permissions combine across a user’s Groups.

Fields

Field	Description
Name	Group label (e.g., Engineers, Storekeepers, Purchasing Team). Maximum 64 characters.
Description	Optional description of the group’s role or responsibility. Maximum 128 characters.

Permissions

Each group has a permission level assigned per record type. The group form lists every record type under its module heading, each with its own level menu. The levels are:

Level	What users in this group can do with that record type
Admin	See all records, create records, and edit or delete any record.
Manager	See all records, create records, and edit or delete the records they created.
User	See, create, edit, and delete only the records they created.
No permission	The record type is hidden from the sidebar and its records can’t be opened.

A user can belong to more than one group. For each record type, Tooling Metrics combines the levels from all of the user’s groups, and the user gets every ability any of them gives — permissions add up, they never subtract. In practice the highest level wins (Admin > Manager > User > No permission).

Record types

The group form lists these record types under six module headings. A module appears in a user’s sidebar when at least one of its record types has a level. Administration is not one of them — see Admin Center access below.

Module heading	Record types
Production	Machines, Tools, Tool Transfers
Inventory	Items, Pick Lists, Return Lists, Transfers, Adjustments, Scrap Lists, Moves History, Serialized Items, Stock Rules
Purchase	Vendors, Purchase Orders, Purchase Receipts, Purchase Restocks, Return Picks, Purchase Returns, Service Picks
Engineering	Parts, Jobs, Projects
Library	Products, Materials, Tool Assemblies
Reports	Dashboards

Admin Center access

Access to the Admin Center (Users, Groups, Sequences, Currencies, organization settings) is not a record type on the group form — it is not shown on the group edit form at all. It is granted by membership in one of the two default groups below, or bypassed entirely for the organization owner.

Default groups

Every organization is created with two default groups, and they cannot be deleted or edited:

Group	Permission level	Purpose
`<org-name>-admins` (`org_admin`)	Admin on every record type, plus Admin Center access	Organization administrators.
`<org-name>-users` (`org_user`)	User on every record type	Standard members. Every newly invited user is placed here automatically.

Custom groups sit between these two extremes — for example, a Purchasing Manager group with Manager only on the Purchase record types. A user keeps their org_user (or org_admin) membership even after being added to custom groups; custom-group permissions layer on top per the union rule above.

Deleting a group

A group cannot be deleted while it still has members — the delete action fails with “Group can’t be deleted while it has members.” Remove all members first.