Manage user groups
From LimeSurvey Manual
Revision as of 16:30, 8 June 2018 by StuartJKondziella
- 1 General
- 2 User group management
- 3 Grant survey permissions to a user group
- 4 Thing to watch out for
- 5 Examples
- 5.1 I would like to inform the members of a user group that they have received certain survey permissions
- 5.2 I would like to grant certain permission rights to a user group
- 5.3 I would like to add a user to a user group and offer him the same user group permissions
- 5.4 I would like to remove the permissions of a user that is no longer a user group member
- 5.5 I would like to remove all the user group members with access to one of my surveys
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.
User group management
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.
Create user groups
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:
Now, you can add users to the newly created user group by selecting from the dropdown list the desired user and clicking on the Add user button.
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 designated 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 really 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 on the green table, a more detailed view of the members of the user group will be shown.
Edit user group
Clicking on 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 send 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 on the Send button located under the Message text box.
Delete user group
To delete a user group, simply click on the red trash button that is located on the line with the user group that you with to delete and hit OK.
Grant survey permissions to a user group
A user group can be picked up in order 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 sidebar 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 on the double-right arrowhead to get an extended view of the permissions matrix.
After you finished editing the survey permissions, click on 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.
Thing 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 again survey permissions 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.
Some examples are provided below in order to 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
- Log in;
- Go to the user groups list and click on the green mail sign (located on the last column of the table);
- Type the subject and the text body of the email;
- Send it.
I would like to grant certain permission rights 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.
I would like to add a user to a user group and offer him the same user group permissions
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).
I would like to remove the permissions of a user that is no longer a user group member
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.
I would like to remove all the user group members with access to one of my surveys
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.