Create a User Group

📙 Knowledge Base Tip: Reviewing the External User Groups article before creating or revising user groups is recommended.

Create a User Group

1. Navigate to Main Menu > External User Groups and click +Add User Group.

   

2. Via the New User Group pop-up, enter the name and description of the user group and select the status of the group.
   Product Tip: User Groups in Published status cannot be edited.

   1. The Current Group Members tab (1) displays members who have been added to a group:

      1. Internal members can be added via the +Add Group Members tab (2).

      2. External members can be added via the Upload Group Members tab (3).

         

3. Once members have been added and a user group has been saved, it will automatically update to Published status and can be used in Surveys.

Add SSO Users

1. To add users with an SSO platform account, click the +Add Group Members tab.

   

   1. Search and filter functionality can be utilized to locate specific users. If filters have been applied, they will display beside the search field and can be removed by clicking the X.

      

   2. To add users, enable the checkbox for each user and click +Add Selected Members.

      

      1. Via the Add Users to Group pop-up, click Add to confirm the number of users selected and the user group they will be added to.

         

2. Once added, the selected users will display (1) on the Current Group Members tab; group members can be removed by clicking the trashcan button (2). To finalize adding group members, click Save (3).

   

Add External Users

1. To add external users, click the Upload Group Members tab and download the Microsoft Excel HelioCampus Assessment and Credentialing Group Import Template.

   

   1. Enter the email, first name, and last name for each external user added to the template (all are required).

   2. Upload the completed template by clicking the upload box and selecting the template from the file pop-up or by dragging and dropping the template file into the upload box.

      

2. Once uploaded, the users added to the template will display (1) on the Current Group Members tab; group members can be removed by clicking the trashcan button (2). To finalize adding group members, click Save (3).