User Groups: assign surveys to a team at once

A user group is a named list of users, such as a field team, a merchandising agency or the reps for one region. When you create a survey, you can assign the group instead of picking users one by one, and the same group can be reused by several surveys. Groups are optional: you can also assign single users, or all users.

Who uses it: client administrators and administrators. Where: StoreBuddy › User Groups.

Create a user group

1. Select Create Group.
2. Enter a Group Name (5–50 characters) and a description (up to 200 characters).
3. In Available Users, search, tick the users you want and select Assign. Repeat as needed.
4. Select Save. The group appears in the overview.

The screen looks the same as the Outlet Groups screen, with users in place of outlets.

Manage user groups

• Change a group: select its edit action, then use Assign or Remove and Save.
• From the overview you can also copy, deactivate, filter, export and delete groups. A group that has survey activity may not be deletable; deactivate it instead.

Related

• Surveys: assign the group in Step 3: Assign Users. A rep sees a survey only at outlets that are also assigned to it.