User Groups let you easily assign GoCanvas forms to users sharing common traits like location, region, or department.

User Groups

Anytime you add a new user to a User Group they will be automatically assigned any forms assigned to that Group. This is a great way for large organizations to ensure that all of their users have the right forms assigned to the right people.

Create a User Group

Navigate to the Groups page, following the instructions based on your Account View.

Core View

Without Departments With Departments

Expand the Account drop down in the left navigation and select Groups.

Expand the Department drop down in the left navigation and select Groups.

 

Project View

Expand the Settings drop down in the left navigation and select Groups.

1. In the upper right corner of the page, click Create Group to make a new user group
2. Once there is at least one group, this page will also have the following functions:
   • Delete: This will delete the group, regardless of if there are users or forms assigned to it.
   • Group Name: Hyperlink to the details page where the description can be edited, add users, and assign forms to the group.
3. When you select Create Group you have a few fields to enter:
   • Name: Give the group a name that helps quickly distinguish its purpose, i.e. Sales Team, Service Team, West Region Sales Team, etc.
   • Description: Enter a description of the group. This is important if you have multiple users accessing your account that might be creating and editing groups.
4. In the lower right corner of the page, click Save to create the group.

Add Users and Assign Forms

Once you create a group you get the screen below. This screen is also accessible from the Group landing screen by clicking on the name of the group.

Add Users to the Group

1. Click Manage Members.

2. Check the box next to usernames that will be in this group.

   

3. In the lower left corner of the page, uncheck the box beside Send notification to user if they have new forms if you do not wish to alert users.
4. In the lower right corner of the page, click Save to assign the new user(s) to this group.

Assign Forms to the Group

1. Click Manage Forms.

2. Check the box next to the forms that need to be assigned to this group. Check the box at the very top to assign all forms. Click a folder to expand it and see forms within the folder to assign.

   

3. In the lower left corner of the page, uncheck the box beside Send notification to user if they have new forms if you do not wish to alert users.
4.  In the lower right corner of the page, click Save to assign the new form(s) to this group.