Create a New Workgroup

Define the workgroup required to manage the survey according to specific permissions. #

The “Groups and Users” screen allows you to set up the team members responsible for managing and carrying out the surveys. To add a workgroup, follow these steps:

• Select “Groups and Users” from the side control menu.
• Click the “Job Groups” tab.
• Click the “New JOB Group” button to display a screen with the available options, then fill in the following group details:
  • “Job Group Color”
  • “Group Name in English”
  • “Group Name in Arabic”
  • “Group Description in English”
  • “Group Description in Arabic”
  • Add the roles associated with the group by clicking the “Add Role” button and configuring the following options:

• «Role Name in Arabic»
• «Role Name in English»
• Define the permissions and privileges to be granted for each role, which include the following options:

• Once you have completed filling in the role details, click «Save».

• Once you have finished adding the roles for the group, click “Save” . The new group will then appear under the “Workgroups” tab, as shown in the figure below.

• You can add users to the group by following these steps:

– Click “Add User/s to Group” to display the following screen:

– Click the “Add” icon next to the username to include the user in the group, as shown in the figure below.

• Click “Edit Group” to modify the group details.
• You can delete the group by clicking the “Delete Group” icon . A warning message will appear asking you to confirm the deletion.