How do I create a User Group?

iFormBuilder Forms

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What's covered:

• What is a User Group?
• How do I create a User Group?

Also, check out:

• How do I edit a User Group?
• How do I delete a User Group?

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What is a User Group?

A User Group is a way to group user from a particular profile together in order to assign forms to many users at once instead of individually. Used in conjunction with Form Groups, this is an efficient method of assigning forms to many users at one time.

How do I create a User Group?

A Walk-Me tutorial is also available for implementing this feature. Walk-Me can be accessed from the Tutorials tab inside the iFormBuilder Admin Portal.

Don't see the Tutorials tab? Talk to a support agent about getting Walk-Me installed in your environment.

To create a User Group, please follow the instructions below.

STEP 1. Hover over the Users tab and select User Group.

STEP 2. On the next screen, click + New.

STEP 3. Name your User Group. This name should be something that makes the User Group easily identifiable.

STEP 4. Choose the users you want to add to the User Group.

STEP 5. Click Create.

Your group will now be listed on the main User Group page.