User Groups

User groups gives you access to events and tasks that might be beyond your usual permissions. User groups must be configured at the project level.

A user group is used to give access to events and tasks to members of that group, even if they would normally not have permission to view events or tasks in certain categories. Being in a user group also allows group members to show up in the people picker and become a user who can be a responsible party on a task.

After you create a user group, you can assign the user group to individual forms or tasks when you fill them out or when you open an event or task after it has been started. See Filling Out a Form and Task - Web and Event and Task Management for more information.

In the User Groups project settings tab, you can create, edit, copy, deactivate, and delete user groups.

To delete a user group, you must deactivate it first, and then remove all users from the group.

The following step by step shows you how to add a user group.

Step by Step — Create a user group

  1. From the Project home landing page, click Completions on the left navigation menu.

  1. Click Settings >Module Settings >Quality.

    The module setting page opens.

  1. In the Module summary tab click Project settings at the top right of the page.

    The Project settings page opens.

  2. In the User Groups tab, click Create user group.

    The Create user group dialog box opens.

  3. Enter a user group name, description, and users to include in the group and then click Save.