Canvas Guides (English)ImpactImpact Guide User GroupsHow do I create custom user groups for messages and support articles in the Impact Dashboard?

How do I create custom user groups for messages and support articles in the Impact Dashboard?

You can create custom user groups based on a combination of criteria.

Open Custom User Groups

Open Custom User Group

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

 

Create New Custom Group

Create New Custom Group

Click the Create New button.

Add Custom Group Information

Add Custom Group Information

Enter a custom user group name [1] and description [2]. You can create the group list automatically using conditions [3], or you can import a group list [4].

Add First Condition

Add Condition

To create a list using conditions, click the Add the first condition link [1].

Create Condition

Create Condition

Conditions are statements that specify the types of users included in the group. To specify the users to whom the formula should apply click the Application drop-down menu and select your condition. The available conditions are for roles, user log-ins, and tools used.

Create Role Condition

Create Role Condition

The role condition type allows you to create a list of users based upon their role [1].  

In the Role drop-down menu [2] you can select from the list of user roles identified in your account.

Create Logged In Condition

Create Logged in Condition

The logged in condition type allows you to create a list of users based upon log in activity [1]

Enter a value in the number field [2]. Then select a time frame from the duration drop-down menu [3]. You can select from the day, week, month, and year options.

Create Used Tool Condition

Create Used Tool Condition

The used the tool condition type allows you to create a list of users based upon their use of Impact [1].

Select a report type in the Reports drop-down menu [2]. Enter a value in the number field [3]. Then select a time frame from the duration drop-down menu [4]. You can select from the day, week, month, and year options.

Add or Remove Conditions

Add or Remove Conditions

To add a condition, click the Add an "and" condition link [1].

To remove a condition, click the Remove icon [2].

Preview Group List

Preview Group List

Based on your added conditions, you can view the list of users included in the group [1].

To download the group list, click the Download CSV button [2].

To search for a specific user in the list, use the Search field [3].

Save Group

Save Group

Click the Save changes button.

View User Group

View User Group

View the group in the Custom User Groups list.