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Creating a New User Group

System Admins can organize their users into groups to facilitate group-based collaboration and delegation for their users. Today, users responsible for the evaluation of questionnaires and surveys can be assigned to User Groups. Assignments to User Groups for other use cases will be supported in a future release.

Note: This feature is not available by default. If interested, please reach out to your Account Manager or contact Support.

Navigating to User Groups

  1. Navigate to the System Admin Module, Users & Groups Screen, and click on the Groups tab. Once here, click on the Add Group button to add a new group, as shown below.

    Creating_a_New_User_Group__1__R360.png
  2. Creating a New User Group 2

    Within the Create User Group Window, enter a Name and Description (optional), and then click on the Add button.

    Note: Each Group name must be unique.

  3. You will then be taken to the User Group Details Screen, where you can add new users to the group.

    Creating a New User Group 3

    Note: For more information on how to add users to a group, please refer to our help article: