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Assign a user to a Group
Assign a user to a Group

Determine the permissions for a user profile by assigning the user to a Group.

Updated over a year ago

In GoFormz Groups determine a user’s permissions. When an account admin creates a Group, they determine the permissions held by the Group’s members.

Create Groups to assign permissions to sets of similar users. Similar users could mean users that perform a similar function in your organization. It could also mean they share a geographical location, or have similar Form access needs.

When you create a user, you must assign them to a Group. Users can be included in multiple Groups, and will never lose permissions when assigned to multiple Groups with different permissions.

In the GoFormz web app, access the User Profile menu and open the Users and Groups page where you’ll complete the following steps.

  1. Select the user you want to add to a Group from the Users table.
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    Screenshot displaying the Users table on the Users and Groups page in the GoFormz web app.


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    You’ll navigate to the user’s View or Edit User Info page.

  2. In the Current Groups section, locate the Add Group drop-down menu.
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    Screenshot displaying the location of the Add Group drop-down menu in the Current Groups section of the View or Edit User Info page on the GoFormz web app.


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    Select the Group to which you want to add your selected user.

  3. Click Save Changes.
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    When successful the selected Group will display in the Current Groups section above the Add Group drop-down menu.

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