> For the complete documentation index, see [llms.txt](https://help.tahua.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/admin-groups-and-data-access-rules/how-to-create-an-admin-group-and-set-data-access-rules.md).

# How to Create an Admin Group and Set Data Access Rules

{% hint style="info" %}
For what Admin Groups and Data Access Rules actually control, see [Admin Groups & Data Access Rules](/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/admin-groups-and-data-access-rules.md). This article is just the setup steps.
{% endhint %}

### Step 1: Plan your groups

Think about which teams or roles in your organisation need different levels of access. Common groupings include:

* By programme (e.g. Youth Grants Team, Arts Funding Team)
* By function (e.g. Programme Managers, Finance, Auditors)
* By seniority (e.g. Senior Admins with full access, Junior Admins with read-only)

### Step 2: Create a group

1. Go to **Users > Admin Groups**
2. Click **Add Group**
3. Enter a name for the group
4. Select the admin members

<figure><img src="/files/3rihl2VzNWZWuFp4wpTz" alt=""><figcaption><p>The admin group form showing name, members, and Data Access Rules sections</p></figcaption></figure>

### Step 3: Add Data Access Rules

Each group needs at least one Data Access Rule. On the group form:

1. Under **Data Access Rules**, set the access level for each record type using the dropdown (Full Access, Read Only, or No Access)
2. Choose the criteria:
   * Select **Any Criteria** if the rule should apply to all records
   * Select **Specific Funding Rounds** to restrict to particular rounds or categories, then tick the relevant funding categories and/or individual funding rounds
3. To add additional rules to the same group, click **Add Data Access Rule** and configure it

### Step 4: Review the Default Group

Decide what baseline access every admin should have. If the out-of-the-box unrestricted access is appropriate, no changes are needed. If you want a more restrictive baseline, edit the Default Group's Data Access Rule.

***

See [Example Admin Group Configurations](/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/admin-groups-and-data-access-rules/example-admin-group-configurations.md) for common starting points once you're ready to set access levels.