Insight Platform - User Groups | Qualtrics

User Groups

Introduction

As an administrator, you can use Groups to allow two or more users to share projects, graphics, files, and messages in Libraries. Users within Groups can also share contact lists in their Contacts section. Groups can include everyone in your organization, everyone in a specific Division, or only specific users that you manually select.

Groups can be accessed by Brand and Division Administrators in the Administration section.

Creating New Groups

    1. Navigate to the Administration section and click Groups.
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    2. Click Create a New Group.
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    3. Enter the Group Name.
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    4. Set who the Group is available to.
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      Qtip: “For this brand” and “For this division” mean that all users in your organization or specified Division, respectively, will automatically be able to access the Group content. “No” means an administrator will need to manually add specific individuals to the group.
    5. If you selected For this division, choose the Division.
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    6. Select the Group Type.
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      Qtip: The Group Type determines what Group members are allowed to do with content owned by the Group. In most cases, you can just use the default Group Type. If you’d like to restrict the group’s permissions, you can create a new Group Type.
    7. Click Save.
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Adding Users Manually to a Group

If you haven’t made your Group available to all users in your brand or a specific Division, you will need to add users manually.

Qtip: If you have made your Group brand- or Division-wide but want specific users to have different permissions than general Group members, you’ll need to add them manually as well. For information on setting different permissions for specific users, view Giving a User Additional Group Permissions below.

To add users to a Group

  1. Navigate to the Administration section and click Groups.
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  2. To the right of the Group name, click Add.
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  3. Enter the name of the user you wish to add, and then select the applicable user.
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    Qtip: You can select multiple users by holding Ctrl or Cmd when you click. To select two users and everyone in between, hold Shift and click the first and last user.
  4. Click Add.
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Giving a User Additional Group Permissions

If you want to give a user special access to add and modify Group content beyond that given to other Group members, you can edit the user’s Group access permissions.

Example: You can allow only the head researcher to add surveys to the Group Library, whereas everyone else can just use surveys already there.

To modify a Group member’s permissions

  1. Add the user to the Group (necessary even if the Group is available to all users).
  2. Click on the name of the Group.
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  3. Click Edit to the right of the user’s name.
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  4. Click the checkboxes to set the permissions that will apply to this user.
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    Qtip: When a user is added manually to a Group, the permissions selected will determine what the user is allowed to do with content owned by the Group. These permissions will override the Group Type permissions for that user.
  5. Click Save.
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Group Types

Group Types, similar to User Types, are sets of permissions that determine what a user is allowed to do with content owned by a Group. The Group Type permissions will apply to all Group members, unless otherwise specified for an individual member.

To create a new Group Type

  1. Navigate to the Administration section and click Group Types.
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  2. Click Create a New Group Type.
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  3. Name the Group Type and click the checkboxes to enable/disable permissions as desired.
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  4. Click Save to save the Group Type.
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Once saved, your Group Type will now be in your list of available Group Types. This list also includes all default Group Types.

To apply a Group Type

  1. Navigate to the Administration section and click Groups.
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  2. Click the name of the Group.
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  3. Select the Group Type from the dropdown menu.
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  4. Click Save.
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