Have forms you only need a group of your Users to see? Create user groups for segmentation.
You may not have access to this feature if you are on one of our Legacy plans, please reach out to support@siteapppro.com if you'd like to learn more
User Groups can be a great way to choose what forms you want different users to see. This is a great way to manage different teams or different job types.
In this Article
What are User Groups?
User Groups are a way to segment types of Users. If you have Forms that are relevant to only a few people in your team, you can create a User Group for them. That way when you build the form, assign it to that User Group, so only that group of Users will ever see it.
You can use User Groups to simplify what your team sees in Safe Food Pro, that way they only see the Health & Safety forms they need to interact with.
User Group Examples
Group Monthly Audit Forms to Administrators & Managers
Create a Front of House User Group that only your FOH Staff can see
Have a Kitchen Staff User Group that contains forms only relevant to Kitchen Staff
Creating User Groups
You can create User Groups from the Admin Console (Computer login).
Go to My Business
Click Settings
Type in the name of your User Group
Hit the ENTER key
Repeat until you've added them all
Click SAVE
The user groups will now show on the User's Profiles & Form Builder pages.
Note: To remove a User Group, click the small 'x' next to the User Group name on the Settings page.
Adding a User to a User Group
User Groups can only be assigned to a User with a login. This means if you are in a specific user group, you will need to login on to your own device. For example, if you have a Front of House and Kitchen User Group, you will need to create a different user for each User Group and get a device for each user.
To add a User to a User Group
Go to Staff & Users
Click the Pencil icon next to the relevant User
Click Select one or more User Groups
Select all User Groups that apply to this User
SAVE
Note: If a user doesn't apply to a User Group then they will see all forms that aren't allocated to a User Group
Adding a Form to a User Group
To add a Form to a User Group
Go to Forms
Click the pencil icon next to the relevant Form
Scroll down to the Form Settings section to see User groups that need to complete this form
Tick all the User Groups that apply
SAVE
Note: A User Group can be applied to a Scheduled and/or Ad Hoc form