Admin users may review, add and update groups at Admin > Groups. Groups are assigned to both user accounts and survey records to determine which users can access which records. Only user accounts assigned to the Editor or Reader roles have access to survey records and may be assigned to groups. For example, users assigned to Group A will have access to all surveys assigned to Group A.

Creating Groups: Enter a unique Group Name. In order to utilize the new group, first assign one or more user accounts to the group at Admin > Users by clicking on the user’s name to edit their group assignments. Then, Editor users may either assign existing survey records to the new group or add new entity records in the group by editing record settings for any record in the list on the Surveys page.

Editing Groups: You may edit a group by clicking on the group name.