> ## Documentation Index
> Fetch the complete documentation index at: https://docs.luklak.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Designing the Ground Layer: Users, Groups & Governance
> Learn the crucial first step of any system build: setting up the foundational governance layer with users,groups, and roles for the LAIKA case study.
**Before You Build, Set the Foundation**
You don't build a new office without first deciding who gets keys to which rooms. In Luklak, you don't build `Functions` without first setting up your users and defining their access rights.
This is the crucial "Step 0" of any serious build. Establishing a clear governance structure from the beginning ensures your system is secure, organized, and ready to scale. Getting this right now prevents major headaches later.
## **Step 1: Identify Key Roles at LAIKA**
Before creating any groups or permissions, we first need to identify the distinct roles within the LAIKA organization. Each role has different responsibilities and different information needs.
* **Management (CEO, Dept. Heads):** Need a high-level overview of the entire business, from sales pipeline to project profitability.
* **Salesperson:** Needs to manage leads, opportunities, and client communication.
* **Project Manager:** Needs to oversee a project's entire lifecycle, including budget, timeline, and tasks.
* **Designer:** Needs to work on creative tasks, submit designs for approval, and collaborate on revisions.
* **Site Manager:** Needs to report on-site progress and issues from the field.
* **Accountant:** Needs to create contracts, manage invoices, and track payments.
## **Step 2: Create Groups for Team-Based Access**
Instead of assigning permissions to individuals one by one, the best practice is to create `Groups`. This way, when a new employee joins, you can simply add them to the correct group to grant them all the necessary access instantly.
For LAIKA, we will create the following core groups:
For the CEO and department heads who require high-level administrative and viewing privileges across all functions.
For all salespeople. This group will be given access to the CRM `Function` to manage leads and opportunities.
A group for the PMs who orchestrate project delivery from start to finish.
For all designers. This group will primarily work within the Project Delivery `Function` on creative tasks.
For managers and staff who work on the construction site and need to file reports from the field.
For accountants who will manage contracts, invoices, and payments. They will need specific access to financial data.
## **Step 3: Setting Up Your First Group**
Let's walk through creating the `Sales Team` group. The process is the same for all other groups.
```guidejar theme={null}
# Tutorial: Creating a User Group
## 1. Navigate to User Management
From your workspace settings, find and click on the "User Management" section.
## 2. Create the New Group
1. Go to the "Groups" tab.
2. Click "Create Group".
3. Name the group "Sales Team" and provide a brief description.
## 3. Add Members to the Group
1. Once the group is created, click on it to open the member management panel.
2. Click "Add Members" and select all the users who are part of the sales team.
* Tip: Now, instead of managing permissions for 5 individual salespeople, you only need to manage permissions for this one group.
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**What's Next?**
The foundation is poured and the teams are organized. We are now ready to build the first specialized tool for our `Sales Team`: the CRM `Function`.
* [Next: Building the Core Functions - The LAIKA CRM](https://www.google.com/search?q=/build-playbooks/01-flagship-case-study-laika/core-functions/building-laika-crm)
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