How to Implement User Groups

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User Groups allow you to quickly and easily assign GoCanvas forms to users.

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

  1. Expand the Account drop down in the left navigation and select Groups. Remember if Departments are enabled, expand the Department drop down. Only the groups within the current department will be shown.
  2. Select Create Group to make a new user groupAccount_Groups_Annotated.png
  3. 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.
  4. 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.

Add Users to the Group

Next you'll want to add users to your group. 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.

Account_Groups_Manage Group Annotated.png

  1. Select Manage Members.
  2. Check the box next to usernames that will be in this group.
  3. Uncheck the box if you don’t want to notify the user or leave it checked to notify users.
  4. Select Save to assign the new user(s) to this group.

Assign Forms to the Group

  1. Select 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. Select a folder to expand it and see forms within the folder to assign.
  3. Uncheck the box if you don’t want to notify the user or leave it checked to notify users.
  4. Select Save to assign the selected form(s) to this group.

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