GoFormz

A Group is a set of similar users within your organization’s GoFormz account. You’ll assign user permissions using Groups.

Create Groups for users who share similar functions, locations, or have similar permission needs. If you need to provide narrower permission sets, create nested Child Groups.

Note: Child Groups are only available to Enterprise level accounts.

When creating a Child Group, you’ll notice that some permissions cannot be changed. This is because Child Groups inherit the permissions of their Parent Group. Any inherited permissions will display a lock icon on the Add a Group page.

Only Admins can create and manage Groups. Review permission details in Users, Groups, and Permissions as necessary.

In the GoFormz web app, click the User Profile drop-down menu in the upper right-hand corner and select Users and Groups where you’ll complete the following steps:

Screenshot displaying the location of Add Group on the Users and Groups page in the GoFormz web app.

You’ll navigate to the Add a Group page.

Screenshot displaying the location of the Group Name field on the Add Group page of the GoFormz web app.

Select the Group’s Management permissions. To do this, click the slider next to each permission you want members of this Group to have.

Select the Group's Form permissions. To do this, switch the slider next to each permission you want members of this group to have.

Select the Group's Template folder access. To do this, switch the slider next to each Template folder to which you want users in this Group to have access.

Click Create. You’ll navigate back to the Groups page where you’ll see your new Group.

1. Click Add Group. 
 Screenshot displaying the location of Add Group on the Users and Groups page in the GoFormz web app.
 You’ll navigate to the Add a Group page.
2. Enter a Group name. 
 Screenshot displaying the location of the Group Name field on the Add Group page of the GoFormz web app.
 
3. Select the Group’s Management permissions. To do this, click the slider next to each permission you want members of this Group to have.
4. Select the Group's Form permissions. To do this, switch the slider next to each permission you want members of this group to have.
5. Select the Group's Template folder access. To do this, switch the slider next to each Template folder to which you want users in this Group to have access.
6. Click Create. You’ll navigate back to the Groups page where you’ll see your new Group.