User Management User Groups

PLEASE NOTE: These instructions are used specifically for the new User Management interface. If you’re still using the classic interface, please use these instructions.

If you’d like to discuss upgrading to the new User Management interface, you can chat with one of our agents below or send an email to support@zerionsoftware.com and someone will reach out to you ASAP.

Table of Contents

• What are User Groups?
• How do I create a User Group?

Also, check out:

• How do I edit a User Group?
• How do I add users to a User Group?
• How do I delete a User Group?

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)
• Description

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.

A Walk-Me tutorial is also available for implementing this feature. Walk-Me can be accessed from the Tutorials tab inside the iFormBuilder Admin Portal.

If you don't see the Tutorials tab, please talk to a support agent about getting Walk-Me installed in your environment.