About user groups

A user group bundles administrators, for example your translators or one department. With a group you add all its members to a survey in one step, write one email to all of them, or show a sidebar icon to them only. A user group has no permissions of its own: its members keep their own global permissions and get survey permissions per survey.

Create a user group

1. Click Configuration > Users > User groups in the top bar.

2. Click Add user group (1).

In the picture: 1 Add user group, 2 Members, the number of administrators in the group, 3 the ... menu of a group with Edit user group, View users, Email user group and Delete user group.

3. Type a Name and a Description, and click Save. The group appears in the list with you as its owner.

Add members

1. Open the ... menu of the group (3) and click View users.

2. Choose an administrator under Please choose... (2) and click Add user (3). Repeat for each member.

In the picture: 1 Mail to all members, 2 the administrators you can add, 3 Add user.

The list offers the other administrators of your site. To add someone new, create the administrator first. See Manage administrators.

Give a group access to a survey

Open the survey, go to Survey permissions, pick the group under User group and click Add group users. Every current member is added to the survey as a user, and you tick their permissions there. See Survey permissions.

Note: Add group users adds the people who are members at that moment. Someone who joins the group later is not added to the survey: add them in Survey permissions too.

Email all members

Click Mail to all members (1) on the page of the group, or Email user group in its ... menu, to write one email to every member.

Edit or delete a group

• Edit user group in the ... menu, or Edit current user group on the page of the group, changes the name and description.
• Delete user group removes the group. The administrators in it are not deleted.

Next steps

• Manage administrators
• Survey permissions
• Customize the sidebar

FAQ

Does a user group give its members permissions?

No. Members keep their own global permissions. A group only makes it faster to add all members to a survey in Survey permissions.

What is the difference between a user group and a user role?

A user role is a saved set of global permissions that you assign to administrators. A user group is a list of people you add to surveys, email or show sidebar icons to. See Reuse permissions with user roles.