This article explains how to create a user group and assign users to it. Organizing users (candidates) into groups simplifies the analysis of their behavior, preferences, and activities, and also allows you to assign multiple users at once to a testing session easily.
Create User Groups #
- Navigate to the Users within the application and select the User groups option.
- Click on the New top level group button.
When the pop-up window appears:
- Type the name of the user group.
- If necessary, provide a brief description.
- Users can join the group without the manager’s approval if the self-enrollment option is enabled.
- Add an external ID that can be used for the external system if needed.
- Click on the Save button to create a new group.
Creating Sub-groups #
User groups follow a hierarchical structure, allowing one user group to contain numerous subgroups, which can, in turn, have their subgroups. Users within the system can belong to multiple groups concurrently.
To create a subgroup for the selected group, click the Create new group/Subgroup to selected group button.
The process of creating a subgroup is the same as creating a top-level user group:
- Enter the subgroup name.
- Optionally, add a description.
- Click the button to enable self-enrollment. This allows users to enroll themselves into user groups without a user group manager’s manual approval.
- Click the Save button to create a subgroup.
- Click the Cancel button to discard subgroup creation.
Note: The self-enrollment option for the subgroup is only available if enabled in the parent group.
Note: The group or its subgroups cannot be deleted if used in one or more testing sessions. To delete a user group, you need to delete the associated testing sessions before attempting to delete the group. Users can be added directly to any subgroup without a requirement to belong to the parent group first.
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