User Management User Groups
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Table of Contents
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What are User Groups?
A User Group is a way to group users from a particular profile together in order to assign forms to many users at once instead of individually. Used in conjunction with Form Groups, this is an efficient method of assigning forms to many users at one time.
How do I create a User Group?
To create a User Group, please follow the instructions below.
STEP 1. From the Admin Portal, click the Mega Menu and select User Management.
STEP 2. On the right-hand side, click the + icon.
STEP 3. Click Create User Group.
STEP 4. Enter the following information:
- Group Name (required)
STEP 5. Select one of the following two options:
- Review and Save (use this option if you don't want to add any users to the User Group)
- Assign Users
In this example, we'll be assigning the users to the new User Group. Click Assign Users.
STEP 6. Choose the user(s) you want to add to the User Group and click Review.
STEP 7. Review the information and click Create.
You'll be taken back to the main User Management screen. If you'd like to access the User Group, click either the User Group icon or the User Group filter and select your User Group.
If you don't see the Tutorials tab, please talk to a support agent about getting Walk-Me installed in your environment.