Creating User Groups

Do you have forms that you only want a specific group of users to access? You can easily create user groups to segment your audience.

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 help you determine which forms different users should have access to. This is an effective method for managing various teams or job roles.

In this Article

What are User Groups?

Creating User Groups is a great way to categorize different types of users. If you have specific forms that only apply to certain individuals within your team, you can establish a User Group for them. This allows you to assign the form to that particular User Group, restricting access to only those users. This will ensure that they only have access to the Health & Safety forms that are relevant to them.

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. 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. Select 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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