Actions

Manage user groups: Difference between revisions

From LimeSurvey Manual

mNo edit summary
mNo edit summary
Line 6: Line 6:
User groups are meant to group administration users in individual groups. '''However, this option is limited in functionality at the moment'''. There are no real permissions bound to a group. Groups serve more as a macro or textual convenience to work with groups of administration users.
User groups are meant to group administration users in individual groups. '''However, this option is limited in functionality at the moment'''. There are no real permissions bound to a group. Groups serve more as a macro or textual convenience to work with groups of administration users.


==Functionality== <!--T:9-->
=User group management=


<!--T:1-->
<!--T:1-->
Line 13: Line 13:
<!--T:10-->
<!--T:10-->
<center>[[File:usergroup.png]]</center>
<center>[[File:usergroup.png]]</center>
==Create user groups==
The following information will appear in the user groups list:
*''User group ID'' :
*''Name'' :
*''Description'' :
*''Owner'' :
*''Members'' :
*''Action'' :
Below, the following user group actions are presented: ''view users'', ''edit user group'', ''email user group'', and ''delete user group''.
==View user group members==
==Edit user group==
==Email user group==
==Delete user group==
=Grant survey permissions to a user group=
=Thing to watch out for=


<!--T:11-->
<!--T:11-->
<center>[[File:usergroupindex.png]]</center>
<center>[[File:usergroupindex.png]]</center>
In order to add a user group, click on the '''Add new user group''' button located on the upper-left corner of your window.
Image:


<!--T:3-->
<!--T:3-->
Line 21: Line 54:


<!--T:4-->
<!--T:4-->
1. A '''user group''' can be used as a group recipient to send an email to. So, it is convenient to add all administrative users associated with a survey to a group. Access to send an email is on the '''Create/Edit Groups''' menu once you select the group of interest there.
1. A '''user group''' can be used as a group recipient to send an email to. After you added the users to the user group, click on the user group (from the user groups list) you wish to send an email to:
 
 
 
Then, click on the '''Mail to all members''' button, located in the upper-left side of the window:
 
<center>[[EmailToAllMembers.png]]</center>
 
When asked to email all the members of that user group, the following options should be listed on your screen:
*'''Send me a copy''': If ticked, an email will be send to the owner of the user group/the one who created the user group;
*'''Subject''': Type in the desired subject of your e-mail;
*'''Message''': Type in the desired message you wish to send to the members of the user group.
 
Image
 
Then, click on the send button located under the '''Message''' text box.


IMAGE 1


IMAGE 2


<!--T:5-->
<!--T:5-->
2. A '''User Group''' can be the target of '''Survey Security Settings''' when in a Survey.  When in a Survey, click on the '''Survey Security''' icon.  Once there, you can add either individual '''Users''' or user '''Groups'''.  You add a '''User''' so you can then give them specific privileges in that given survey.  Privileges like editing the questions, activating the survey, and maybe viewing the responses; among others.  Adding a '''User Group''' behaves like a macro function that simply adds all the current members of the '''User Group''' with the same privileges at that same time to the '''Survey'''.
2. A '''user group''' can be picked up in order to offer specific-survey permissions (LINK).  
 
 
 
 
Privileges like editing the questions, activating the survey, and maybe viewing the responses among others.  Adding a '''User Group''' behaves like a macro function that simply adds all the current members of the '''user group''' with the same privileges at that same time to the '''Survey'''.


IMAGE
IMAGE

Revision as of 12:40, 18 August 2017

General

User groups are meant to group administration users in individual groups. However, this option is limited in functionality at the moment. There are no real permissions bound to a group. Groups serve more as a macro or textual convenience to work with groups of administration users.

User group management

If you click on the Create/edit user groups button located in the Configuration dialog, you are taken to the user group management page.

Create user groups

The following information will appear in the user groups list:

  • User group ID :
  • Name :
  • Description :
  • Owner :
  • Members :
  • Action :

Below, the following user group actions are presented: view users, edit user group, email user group, and delete user group.

View user group members

Edit user group

Email user group

Delete user group

Grant survey permissions to a user group

Thing to watch out for

In order to add a user group, click on the Add new user group button located on the upper-left corner of your window.

Image:

There are currently two main functions associated with user groups:

1. A user group can be used as a group recipient to send an email to. After you added the users to the user group, click on the user group (from the user groups list) you wish to send an email to:


Then, click on the Mail to all members button, located in the upper-left side of the window:

EmailToAllMembers.png

When asked to email all the members of that user group, the following options should be listed on your screen:

  • Send me a copy: If ticked, an email will be send to the owner of the user group/the one who created the user group;
  • Subject: Type in the desired subject of your e-mail;
  • Message: Type in the desired message you wish to send to the members of the user group.

Image

Then, click on the send button located under the Message text box.


2. A user group can be picked up in order to offer specific-survey permissions (LINK).



Privileges like editing the questions, activating the survey, and maybe viewing the responses among others.  Adding a User Group behaves like a macro function that simply adds all the current members of the user group with the same privileges at that same time to the Survey.

IMAGE

Note:
Changes to a user group after it was added in the survey will not cause changes to the survey permissions. For example, if new users are added to an user group that was already added in the survey, the respective new users won't have the same permissions as the rest of the user group members. For this to happen, the updated user group has to be offered again the permissions so that the new user group members can receive the user group rights.
  Attention : If you delete a user from a user group that was previously given survey permissions, it does not mean that the respective user will lose the survey permissions. To remove his or her permission rights, you will have to delete his account from the survey permission list.


Examples

In order to better understand how to manage user groups, two examples are provided below.

I would like to inform some users that they have received certain survey permissions

I would like to grant certain permission rights to a user group

I would like to add a user to a user group and offer him the same user group permissions

I would like to remove the permissions of a user that is a member of a user group

I would like to remove all the user group members with access to one of my surveys