Canvas Guides (English)ImpactImpact Guide User GroupsHow do I organize user roles from the application in the Impact Dashboard?

How do I organize user roles from the application in the Impact Dashboard?

You can use the User Groups overview to view information and user counts for all roles, manage their visibility, and organize them into categories.

Open User Groups

Open User Groups

Click the Settings icon [1], then click the Custom User Groups link [2].

The User Groups tab presents all of the roles registered within the Impact system including their unique Impact ID, Name, a live user count, current categorization, and visibility status.

Edit User Groups

Edit User Groups

To give a custom name to a user group, click the Edit icon next to the role name.

Categorize Individual Roles

Categorize Individual Roles

To categorize individual roles, click the Category drop-down menu and select a role.

Categorize Multiple Roles

Categorize Multiple Roles

To bulk-assign multiple roles, click the checkbox next to the Role ID [1] and click the Assign To Role Category link [2].

Categorize Multiple Roles

Use the Category drop-down menu to select a category [1] and then click the Assign category button [2].