User Management User Groups

PLEASE NOTE: These instructions are used for 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 edit a User Group?

Also, check out:

• How do I create a User Group?
• How do I add a user 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 edit a User Group?

To edit a User Group, please follow the instructions below. 

STEP 1. From the Admin Portal, click the Mega Menu and select User Management.

STEP 2. Under the User Management menu, click the User Groups icon or the User Groups filter.

STEP 3. Hover over the User Group you'll edit, click the three-dot menu.

STEP 4. Click Edit.

On the following screens, you can:

• Update the User Group name
• Update the User Group description
• Add/remove users (via the Assign Users tab).

STEP 5. Review the User Group info (the users you unclick should no longer show). Click Save.

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.