Creating User Groups

Have forms you only need a group of your Users to see? Create Users Groups for segmentation.


Feature Alert: This feature is only available for the Professional, Premium, and Enterprise packs. For more information head to your Billing Portal.

User Groups can be a great way to choose what forms you want different users to see. This is a great way to manage different teams or different job types. 

In this Article


What are User Groups?

User Groups are a way to segment types of Users. If you have Forms that are relevant to only a few people in your team, you can create a User Group for them. That way when you build the form, assign it to that User Group, so only that group of Users will ever see it. 

You can use User Groups to simplify what your team sees in Site App Pro, that way they only see the Health & Safety forms they need to interact with. 

User Group Examples

  • Maintenance Team 
  • Drivers 
  • Site Managers 
  • Auditor 
  • Electricians 
  • Contractors 

Creating User Groups

You can create User Groups from the Admin Console (Computer login). 

  1. Go to My Business 
  2. Click Settings 
  3. Type in the name of your User Group 
  4. Hit the ENTER key 
  5. Repeat until you've added them all
  6. Click SAVE 

The user groups will now show on the User's Profiles & Form Builder pages. 

Note: To remove a User Group, click the small 'x' next to the User Group name on the Settings page. 

Adding a User to a User Group

To add a User to a User Group

  1. Go to Team & Users 
  2. Click the pencil icon next to the relevant User 
  3. Click Select one or more User Groups 
  4. Select all User Groups that apply to this User 
  5. SAVE 
Note: If a user doesn't apply to a User Group then they will see all forms that aren't allocated to a User Group 

Adding a Form to a User Group

To add a Form to a User Group

  1. Go to Forms
  2. Click the pencil icon next to the relevant Form  
  3. Scroll down in settings to see User groups that need to complete this form
  4. Tick all the User Groups that apply 
  5. SAVE 
Note: A User Group can be applied to a Scheduled and/or Ad Hoc form

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