Manage User Groups

Manage User Groups

Overview

User groups carry no permissions of their own — they are a convenience for working with sets of administration users.

Core Functionality

Accessing User Groups

Navigate to Configuration and select User groups to begin management.

Creating Groups

Click "+Add user group," enter a name and description, then save. Add users via the dropdown and the "Add user" button.

User Group List Features

The management interface displays:

  • Action options (edit, view, email, delete)
  • Unique user group ID
  • Group name and description
  • Owner information (unchangeable)
  • Member count

Key Operations

Viewing Members: Click the green table icon for detailed member information.

Editing: Use the green pen icon to modify group name and description.

Email Function: The green mail symbol enables mass communication with members, including options to copy the owner and customize subject and message content.

Deletion: Click the red waste bin icon and confirm removal.

Survey Permissions

User groups can receive survey-specific permissions. Open the survey, select users & permissions from the editor's left toolbar, then select the desired user group and assign appropriate privileges.

Important Limitations

  • Changes to a user group made after it has been added to a survey do not update that survey's permissions — for example, if you add a member to a group that already holds survey permissions, re-grant the group's permissions on each affected survey so the new member receives them
  • Removing users from groups doesn't automatically revoke their survey permissions
  • Manual removal from the Survey permissions table is required to fully revoke access
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