User Groups

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EQuIS 7  >>  Collect > EQuIS Collect Enterprise >

User Groups

The User Groups page lists approved EQuIS Collect users, and provides the tools to create or manage user groups and to assign individual users to specific groups. Access to templates and forms on the Collect Mobile app are controlled through assignment to user groups.

 

Note: Management of user groups is limited to Enterprise users belonging to the Admin role.

 

user_groups_page

 

Users that are assigned to the Collect license role are listed by username. If additional information has been supplied regarding the user, it will be displayed in the Other Detail column. The headers can be filtered alphabetically.

 

The Search box can be used to filter the users by username. Type the username or a portion of the name into the search field. The display of users will be limited to the search string.

 

Filter UserName

 

Manage Groups

 

Users can be assigned to various groups. To create or manage a user group, select the Manage Groups button on the right side of the User Groups page.

 

Manage Groups

 

The Available Groups page opens.

 

Create_User_Group

 

To create a new user group, select the New button and the Add User Group window opens. Enter a new Group Code. This field is required. Supply a description and remark as desired. Click the Save button to create the new user group.

add_user_group

 

To edit an existing user group, click on the Edit Pencil_icon icon of the desired group code in the Available Groups page. The information for the user group will populate in the Edit Group window. Edit the information as desired and click the Save button to save the changes.

Edit_group

 

To delete an existing user group, click on the Delete delete_icon2 icon. A warning message will be displayed to confirm the deletion. Click the Yes button to delete the user group.

 

Select the Back button to close the Available Groups page and return to the User Groups page.

 

Select Groups

 

Once user groups have been created, assign users to user groups. Click on the Select button to open the drop-down menu displaying available user groups. Check all the desired user groups to display. A column for each user group will become visible. Assign individual users to each user group by adding a check in the appropriate user group column. Since access to templates and forms on the Collect Mobile app is controlled through assignment to user groups, it is critical for users to be assigned to all necessary user groups.

 

user_groups_page_select

 

user_groups_page_select_options