NOTE: You must have admin role privileges defined on the “Add User” page in order to perform this task.
To create a new User Group, from the left side of the page, hover the mouse over the Admin icon (1), and then navigate to User Settings (2) > User Groups (3).
The list on the left (4) shows all User Groups currently configured in the system. In the example below, there are three custom User Groups: Accounting Department, Global Group, and Internal.
Creating a new User Group
1. Click the plus (+) icon (5), and then click Add User Group (6).
2. From the User Group Name field (7), enter the group name and then click the checkmark icon (8) to save. Note that the name of the User Group will also be the name of the newly created field in the associated entities.
After the new User Group is associated with the Assessment Manager:
- When creating an Assessment Template, for Single Select, List Box, and Multiple Select type of Questions, users can import the list of answer choices by selecting the User Group.
-
When creating a new Assessment, the new User Group appears as one of the fields under the Advanced Settings section of the New Assessment page. It also becomes one of the filter fields in the All Assessments page. If a value is selected for this User Group field, then a user can filter and search for the Assessment using the value.
Editing the name of the User Group
1. Hover the mouse over the User Group name, and then click the Edit icon (1).
2. Change the User Group name (2), and then click the checkmark icon (3) to apply the change.
Deleting a User Group
1. Hover the mouse over the User Group name, and then click the Delete icon (1).
2. Click Delete to confirm.
NOTE: If you delete a User Group that is already associated with some entities, the corresponding fields will be deleted from these entities and any values entered by the users previously into those fields will be lost. Make sure you check Tag Group Associations first to see if the User Group is associated with any entity before deleting the User Group.
Creating User Group values
1. Click the User Group name (1) to expand the list of user groups that are created under that group. Before you can add a user, you need to add a User Group first from within the parent User Group.
2. If the parent User Group is empty, or if you want to add another user group to an existing list, then click the plus icon (2) and then click Add User Group (3).
3. Enter the User Group name (4), and then click the checkmark icon (5) to apply the change.
4. After the child User Group is created, click on the group name, and then click the plus icon (6) and select Add User (7).
NOTE: If you want to create another set of user groups from within the child User Group, then select Add User Group.
5. Search for the user (8) to become part of the group, and then click the checkmark icon (9) to add the user.