Managing Groups, Roles and Job Titles

November 3, 2026

Groups, roles and job titles organize your team and control what each user can do in Maatdesk. A group collects users, for example by practice area. A role is a set of permissions given to users and groups. A job title describes each user’s position.

Table of contents

Groups

Click Settings in the left menu, then click Groups, Roles and Job Titles. The Groups tab opens.

Groups tab
The Groups tab.
  1. The tabs: Groups, Roles and Job Titles.
  2. Add Group creates a group: enter the Name, select the users and click Save. Only confirmed users can be added.
  3. The edit button and the actions arrow of the group. Edit renames the group or changes its users; Delete removes it, and the group is removed from all roles.
  4. The Users of each group.
  5. The filter button.

Maatdesk includes the Firm group, with all confirmed users, and the Booking group, for users who book events on other users’ calendars. These two groups can’t be renamed or deleted.

Roles

Click the Roles tab.

Roles tab
The Roles tab.
  1. Add Role creates a role.
  2. Administrator has full control of Maatdesk. It can’t be renamed, deleted or have its permissions changed; you can only change its users and groups.
  3. The Users who have the role directly.
  4. When the role was last modified and created.
  5. The edit button and the actions arrow of the role.

Give permissions through groups rather than to individual users: it is easier to keep up to date when people join or change position.

Add or edit a role

Click Add Role, or the edit button of a role.

Add Role panel with the Activities permissions open
The Add Role panel.
  1. Enter the Name (required).
  2. Select Users who get the role.
  3. Select Groups that get the role.
  4. Search the permissions by name.
  5. Select All or Clear All the permissions.
  6. Each module is a section. The numbers show how many of its permissions are on. Click it to open it.
  7. Permissions on own records apply to the matters the user can access, for example Read Own Activities.
  8. Permissions on all records apply to every matter of the firm, for example Read All Activities.
  9. View Users lists who already has the permission.
  10. Click Save.

Note. When you delete a role, its users and groups lose its permissions. Make sure they keep at least one other role.

Job Titles

Click the Job Titles tab.

Job Titles tab
The Job Titles tab.
  1. The Job Titles tab.
  2. Add Job Title creates a title: enter the Name and click Save.
  3. The edit button and the actions arrow. Renaming a title changes it for every user who has it. A title can’t be deleted while a user has it, including users in the Recycle Bin.

To give a user a job title, edit the user. See Managing Users.

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