User Groups are a collection of users created for use in Surveys. User groups can be configured to include both internal and external users of an Institution.
Administrators can create and manage user groups by navigating to Main Menu > External User Groups.
External User Groups Manager
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1 |
Search and filter functionality. If filters have been applied, they will display beside the search field and can be removed by clicking the X. |
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The count of participants included in a group. |
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New user groups can be added by clicking +Add User Group. |
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The manager view can be exported to PDF or CSV format or printed. |
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Click Edit to revise a user group; the Copy function can be selected from the drop-down menu to copy a user group. When in Draft status, the Delete option can be selected to permanently delete a user group. |
User Group Statuses
Product Tip
College and Department Admins can edit and publish groups they have created and groups created by a different admin of the same level or a lower-level in the same College or Department. Groups created by higher-level admins cannot be edited or published by lower-level admins
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Draft |
User groups can be edited until the status is updated to Published; draft user groups cannot be included in Surveys. |
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Published |
Once published, edits cannot be made; published user groups can be included in Surveys. |
📔 Additional Resources