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Users and permissions / User groups and types

User groups and types#

Two settings that are easily confused. A type decides which details a user must fill in. A group has its own discount field.

Both live under Základy → Uživatelé.

A group's discount has no effect on e-shop prices yet

A group carries a discount percentage as a field on its form, but no price calculation in the e-shop reads it yet — putting a user in a group does not, by itself, change what they pay. The same goes for "Po registraci" a bit further down: the toggle saves, but it does not put a new user into any group by itself.

User types#

User types

The type decides which fields are required on an account. Typically:

Type Requires company details Requires VAT ID
Private person no no
Company, not VAT registered yes no
VAT registered yes yes
Registered person yes yes

Users pick their type at registration or in their profile; you can change it on the account card.

Changing a type can invalidate existing accounts

Turn on the VAT ID requirement and accounts already assigned that type with no VAT ID become incomplete. It surfaces at the next profile edit — the user cannot save the form until they fill the value in.

The type also affects documents: it decides whether an invoice should carry a registration number and VAT ID.

VAT liability by payment region#

Editing a type shows a Plátcovství DPH podle platebního regionu (VAT liability by payment region) section. It is a list of payment regions with a tick box beside each. Ticked means: in this region this type is VAT registered.

An example of how it tends to be filled in:

Type Czechia Slovakia Germany
VAT registered
Registered person
Company, not VAT registered
Private person

Why this is not a single tick box

A "registered person" is not VAT registered in Czechia, yet invoices Slovakia and Germany with tax. One toggle cannot describe that — hence a row per region.

This table decides your own invoices

The type is also assigned to your invoicing company. This table then decides whether a particular document comes out with or without VAT — and which layout it gets. Read My companies before changing ticks here.

A missing tick is not the same as a deliberate one left off

A forgotten region on a type the company uses means a document to that region is not issued. The administration says why. After adding a new payment region, go through the user types and add it.

User groups#

User groups

A group bundles users. Typically Unregistered, Registered and some loyalty tier.

Setting Meaning
Sleva (%) a field on the group's card; see the warning above — it does not change prices yet
Po registraci a toggle on the group's card; does not yet put a new user into the group by itself

Creating a group#

  1. přidat above the list.
  2. Fill in the name (in every site language).
  3. Save.

You put a user into a group on their own account card.

Three fields with a discount percentage#

The system has three different fields for a discount percentage, and they are easy to confuse:

Source Based on
Group manual assignment of the user
Discount level a manual choice on the user's card
Discount on the account an individual value on a specific user

None of them affects the final price yet

All three are, today, just stored numbers — no price calculation in the e-shop reads any of them. Do not promise a customer a discount based on them until you have verified it yourself on a test order.

Type, or group?#

  • You need different details from someone → type.
  • You just want to set them apart from ordinary users (into a group with a discount field that does not do anything yet, see above) → group.

The two are independent: a company can sit in the ordinary group, a private person in the loyalty one.