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Manage user groups: Difference between revisions

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User groups are meant to group administration users to 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.
The ''User groups'' functionality was added so that group administration users could be put into 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= <!--T:39-->
=User group management= <!--T:39-->


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


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In order to add a user group, click on the '''Add new user group''' button located on the upper-left corner of the window. Type in the name and the description of the user group and click '''Save''':
To add a user group, click the '''Add new user group''' button located on the upper-left corner of the window. Type in the name and the description of the user group and click '''Save''':


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Now, you can add users to the newly created user group by selecting the desired user from the dropdown list and clicking on the '''Add user''' button.
Now, you can add users to the newly created user group by selecting the desired user from the dropdown list and clicking the '''Add user''' button.


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{{Hint|Text=You may observe below that the owner/creator of the user group is automatically added to his/her own user group.}}
{{Hint|Text=You can see in the example below that the owner/creator of the user group is automatically added to his/her own user group..}}


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*''User group ID'' : It shows a unique ID that is automatically designated to each user group.
*''User group ID'' : It shows a unique ID that is automatically assigned to each user group.
*''Name'' : The name of the user group.
*''Name'' : The name of the user group.
*''Description'' : The description of the user group.
*''Description'' : The description of the user group.
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If you click on the green table, a more detailed view of the members of the user group will be shown.  
If you click the green table, a more detailed view of the members of the user group will be shown.  


==Edit user group== <!--T:54-->
==Edit user group== <!--T:54-->


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Clicking on the green pen allows you to edit the '''name''' and the '''description''' of the respective user group.
Clicking the green pen allows you to edit the '''name''' and the '''description''' of the respective user group.


==Email user group== <!--T:56-->
==Email user group== <!--T:56-->
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Then, click on the '''Send''' button located under the ''Message'' text box.
Then, click the '''Send''' button located under the ''Message'' text box.


==Delete user group== <!--T:60-->
==Delete user group== <!--T:60-->


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To delete a user group, simply click on the red wastebin button that is located on the line with the user group that you wish to delete and hit OK.
To delete a user group, click the red wastebin button that is located on the line with the user group that you wish to delete and hit OK.


=Grant survey permissions to a user group= <!--T:5-->
=Grant survey permissions to a user group= <!--T:5-->


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A '''user group''' can be picked up in order to offer [[Manage users#Set permissions for a single survey|specific survey permissions]], like editing the questions, activating the survey, and/or 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'''.
A '''user group''' can be used to offer [[Manage users#Set permissions for a single survey|specific survey permissions]], like editing the questions, activating the survey, and/or 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'''.


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To change the survey permissions, go to the '''Settings''' sidebar of your survey. Click on '''Survey permissions''' and choose the user group that should be granted survey permissions:
To change the survey permissions, go to the '''Settings''' menu of your survey. Click on '''Survey permissions''' and choose the user group that should be granted survey permissions:


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Select in the next step the permissions that you allocate to the members of that user group. Do not forget to click on the double-right arrowhead to get an extended view of the permissions matrix.
Select in the next step the permissions that you allocate to the members of that user group. Do not forget to click the double-right arrowhead to get an extended view of the permissions matrix.


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After you finished editing the survey permissions, click on the '''Save''' button, which is located in the upper right part of the screen.
After you have finished editing the survey permissions, click the '''Save''' button, which is located in the upper right part of the screen.
Some examples are provided [[Manage user groups#Examples|below]] in order to help you get a better understanding of the Limesurvey's survey permissions system.
Some examples are provided [[Manage user groups#Examples|below]] in order to help you get a better understanding of the Limesurvey's survey permissions system.


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Because the user group functions are still experimental, we kindly ask you to pay attention to any inconsistencies you may find while using LimeSurvey and report them via the [https://www.limesurvey.org/community/bug-tracker bugs tracker] (recommended) or the [https://www.limesurvey.org/customer-support/contact-us ticket system].
Because the user group functions are still experimental, we kindly ask you to pay attention to any inconsistencies you may find while using LimeSurvey and report them via the [https://bugs.limesurvey.org/ bugs tracker] (recommended) or the [https://www.limesurvey.org/customer-support/contact-us ticket system].


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=Examples= <!--T:72-->
=Examples= <!--T:72-->
Some examples are provided below in order to better understand how a LimeSurvey user group works:
Some examples are provided below to help you better understand how a LimeSurvey user group works:


==I would like to inform the members of a user group that they have received certain survey permissions== <!--T:73-->
==Informing members of a user group that they have received certain survey permissions== <!--T:73-->
*Log in;
*Log in.
*Go to the user groups list and click on the green mail sign (located on the last column of the table);
*Go to the user groups list and click the green mail sign (located on the last column of the table).
*Type the subject and the text body of the email;
*Type the subject and the text body of the email.
*Send it.
*Send it.


==I would like to grant certain permission rights to a user group== <!--T:74-->
==Granting certain permissions to a user group== <!--T:74-->
*Log in as admin (or as a user that has the 'Survey security' and 'Survey content' permission);
*Log in as admin (or as a user that has the 'Survey security' and 'Survey content' permission).
*Create a user group;
*Create a user group.
*Add users to the user group;
*Add users to the user group.
*Go to the '''Survey permissions''' page of the survey;
*Go to the '''Survey permissions''' page of the survey.
*Add the user group and offer its members the survey permissions you wish them to have.
*Add the user group and offer its members the survey permissions you wish them to have.


==I would like to add a user to a user group and offer him the same user group permissions== <!--T:75-->
==Adding a user to a user group== <!--T:75-->
As mentioned above, adding a '''user group''' behaves like a macro function that simply adds all the current members of the '''user group''', easing the process of granting survey permissions. However, if a new member is added to that user group, that member will not automatically receive the rights that were previously granted to the other members of the user group.
As mentioned above, adding a '''user group''' behaves like a macro function that simply adds all the current members of the '''user group''', easing the process of granting survey permissions. However, if a new member is added to that user group, that member will not automatically receive the rights that were previously granted to the other members of the user group.
Therefore, you will have to repeat the steps shown in the example from above in order to grant him or her the same rights or you just add him or her separately, using the '''Add user''' function (from the 'Survey permission' panel).
Therefore, you will have to repeat the steps shown in the example from above in order to grant him or her the same rights or you just add him or her separately, using the '''Add user''' function (from the 'Survey permission' panel).


==I would like to remove the permissions of a user that is no longer a user group member== <!--T:76-->
==Removing permissions of a user no longer in a user group== <!--T:76-->
Removing him from the group should leave him without any user group permissions. However, <u>this is not happening</u> due to the limitations of the user group functionalities! '''If you delete the user from the user group, he or she still remains with the user group survey permissions'''. Therefore, a workaround is to manually delete the account from the 'Survey permissions' table.
Removing him from the group should leave him without any user group permissions. However, <u>this is not happening</u> due to the limitations of the user group functionalities! '''If you delete the user from the user group, he or she still remains with the user group survey permissions'''. Therefore, a workaround is to manually delete the account from the 'Survey permissions' table.


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*Log in as administrator (or as a user with 'Survey security' permission);
*Log in as administrator (or as a user with 'Survey security' permission).
*Go to the '''Survey permissions''' page, which can be accessed from the '''Settings''' of the survey;
*Go to the '''Survey permissions''' page, which can be accessed from the '''Settings''' of the survey.
*Delete the respective user from the 'Survey permissions' table.
*Delete the respective user from the 'Survey permissions' table.


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<center>[[File:Delete user from survey group.png|1.5px]]</center>
<center>[[File:Delete user from survey group.png|1.5px]]</center>


==I would like to remove all the user group members with access to one of my surveys== <!--T:79-->
==Removing all user group members with access to a survey== <!--T:79-->


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Latest revision as of 19:06, 25 February 2024

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General

The User groups functionality was added so that group administration users could be put into 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 the Create/edit user groups button located in the Configuration dialog, you will be taken to the user group management page.

Create user groups

To add a user group, click the Add new user group button located on the upper-left corner of the window. Type in the name and the description of the user group and click Save:

Now, you can add users to the newly created user group by selecting the desired user from the dropdown list and clicking the Add user button.

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 Hint: You can see in the example below that the owner/creator of the user group is automatically added to his/her own user group..


Click Close (upper-right part of the window) to go back to the user groups list. You can observe the newly added group in the list. The following details are provided in the table:

  • User group ID : It shows a unique ID that is automatically assigned to each user group.
  • Name : The name of the user group.
  • Description : The description of the user group.
  • Owner : The owner/creator of the user group. The owner cannot be changed. If this is necessary, you have to delete the group and create another one.
  • Members : It shows the number of the members of the user group;
  • Action : The last column shows a set of actions that are available for each user group from the user groups list. The following user group actions are presented below: view users, edit user group, email user group, and delete user group.

View user group members

If you click the green table, a more detailed view of the members of the user group will be shown.

Edit user group

Clicking the green pen allows you to edit the name and the description of the respective user group.

Email user group

The green mail symbol allows the group administrator to send mass emails to the members of that user group. Its functionality includes:

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

Then, click the Send button located under the Message text box.

Delete user group

To delete a user group, click the red wastebin button that is located on the line with the user group that you wish to delete and hit OK.

Grant survey permissions to a user group

A user group can be used to offer specific survey permissions, like editing the questions, activating the survey, and/or 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.

To change the survey permissions, go to the Settings menu of your survey. Click on Survey permissions and choose the user group that should be granted survey permissions:

Select in the next step the permissions that you allocate to the members of that user group. Do not forget to click the double-right arrowhead to get an extended view of the permissions matrix.

After you have finished editing the survey permissions, click the Save button, which is located in the upper right part of the screen. Some examples are provided below in order to help you get a better understanding of the Limesurvey's survey permissions system.

If you want to grant survey permissions only to a user, read the following wiki.

Things to watch out for

Some limitations of the user group functionality are presented below:

  • 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 a user group that has been already granted survey permissions, the respective new users won't have the same survey permissions as the rest of the user group members. For this to happen, the updated user group has to be granted survey permissions again so that the new user group members can receive the same permissions as the rest of the user group members.
  • If you delete a user from a user group with survey permissions, the respective user will not lose the user group survey permissions. To remove his or her permission rights, delete the account from the survey permissions table.

Because the user group functions are still experimental, we kindly ask you to pay attention to any inconsistencies you may find while using LimeSurvey and report them via the bugs tracker (recommended) or the ticket system.

Examples

Some examples are provided below to help you better understand how a LimeSurvey user group works:

Informing members of a user group that they have received certain survey permissions

  • Log in.
  • Go to the user groups list and click the green mail sign (located on the last column of the table).
  • Type the subject and the text body of the email.
  • Send it.

Granting certain permissions to a user group

  • Log in as admin (or as a user that has the 'Survey security' and 'Survey content' permission).
  • Create a user group.
  • Add users to the user group.
  • Go to the Survey permissions page of the survey.
  • Add the user group and offer its members the survey permissions you wish them to have.

Adding a user to a user group

As mentioned above, adding a user group behaves like a macro function that simply adds all the current members of the user group, easing the process of granting survey permissions. However, if a new member is added to that user group, that member will not automatically receive the rights that were previously granted to the other members of the user group. Therefore, you will have to repeat the steps shown in the example from above in order to grant him or her the same rights or you just add him or her separately, using the Add user function (from the 'Survey permission' panel).

Removing permissions of a user no longer in a user group

Removing him from the group should leave him without any user group permissions. However, this is not happening due to the limitations of the user group functionalities! If you delete the user from the user group, he or she still remains with the user group survey permissions. Therefore, a workaround is to manually delete the account from the 'Survey permissions' table.

  • Log in as administrator (or as a user with 'Survey security' permission).
  • Go to the Survey permissions page, which can be accessed from the Settings of the survey.
  • Delete the respective user from the 'Survey permissions' table.
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Removing all user group members with access to a survey

As mentioned above, deleting a user from a group won't retrieve his survey permissions. The same goes for 'user groups'. Deleting a user group won't retrieve the survey permissions that were previously granted to the members of the respective user group. At the moment, the only viable solution is to have them manually removed from the 'Survey permissions' table.

Retrieved from "http://manual.limesurvey.org/index.php?title=Manage_user_groups&oldid=374726"