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How to create user groups in your DataScope account?
How to create user groups in your DataScope account?

Guide to create user groups in your account

Aristotle avatar
Written by Aristotle
Updated over 8 months ago

User Groups are intended to make it easier to manage the users in your account, which will allow for more efficient and structured user administration.

Groups are groups of users who share similar permissions. A user can belong to one or more groups, or not belong to any groups at all, which allows you to tailor the permission settings to the specific needs of each user.

⚠️ IMPORTANT: If users are assigned to one or more groups, they will receive permissions to access forms shared with those groups. Consequently, they cannot have forms assigned to them individually at the same time

Users who have the permission "Show and Create Users" enabled (see more here) can set up groups to have access to a specific selection of forms. This means that when you add a user to a group, they automatically get access to that selection of forms. Also, you can grant a user access to a selection of forms without adding them to a group.

📌 How do I create user groups?

→ To create a new user group in your account, you must go to the Settings > Users tab and click on the "User Group" button.

On each Group created you can apply the following actions:

1.- Rename: change the name of the group.

2.- Forms permissions: change the permissions of the forms to which the group will have access.

3.- Delete.


→ In the "Users" tab you can see all active users and which of them belong to a group, as shown in the following image:

You can also modify the permissions of the forms to which the group has access on the "Users" tab:

📌 How do I add a user to a group?

On the "Users" tab, in the "Actions" column, you can select the options: "Assign to a group" or "Edit" the user you want to add to the group:

When creating a new user you can also select whether or not he will belong to a group.

⚠️ IMPORTANT: If users are assigned to one or more groups, they will receive permissions to access forms shared with those groups. Consequently, they cannot have forms assigned to them individually at the same time

It's also possible to add or remove one or more users from a group using the 'Bulk Actions' option, as shown below:

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