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Creating User Groups

Instructions on how to add users to user groups

Sam avatar
Written by Sam
Updated over a year ago

Group users to manage user access to templates and survey

STEPS

1) Click User Groups

2) Click Add Group

3) Fill in Name, Tags (optional), and choose which Users you want to add to the group, then hit Save. If you don't see a person you want to add to the group, go to the Users/Logins tab from the main menu add them as a user. Instructions here: how to add a user

4) When you click on the User Groups page, you will see your groups and have the ability to add or edit groups

5) When editing a template you can add User Group Permissions to control template and survey access by User Groups (tutorial on Setting User Group Permissions)

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