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.
How 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?
1. Open Target User Groups
In the Global Navigation, click the Admin dropdown menu. Then click the Target User Groups link.
2. Open Custom User Groups
Click the Custom User Groups tab.
3. Create New Custom Group
Click the Create Group button.
4. Edit Custom Group Information
Enter a custom user group name and description. You can import a group list, or create the group list automatically using conditions.
5. Add First Condition
To create a list using conditions, click the Add the first condition link.
6. Add 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.
7. Create Role Condition
The role condition type allows you to create a list of users based on their role: User is in one of the groups or User is not in one of the groups.
In the Type drop-down menu, select the user type: Role, Course, Term, or Sub-account.
In the Role drop-down menu you can select from the list of user roles identified in your account.
8. Create Logged In Condition
The logged in condition type allows you to create a list of users based on log in activity: User has logged in or User has not logged in.
Enter a value in the number field. Then select a time frame from the duration drop-down menu. You can select from the day, week, month, and year options.
9. Create Used Tool Condition
The used the tool condition type allows you to create a list of users based on their use of Impact: User has used one of the tools or User has not used one of the tools.
Select a report type in the Reports drop-down menu. Enter a value in the number field. Then select a time frame from the duration drop-down menu. You can select from the day, week, month, and year options.
10. Add or Remove Conditions
To add a condition, click the Add an "and" condition link.
To remove a condition, click the Remove icon.
11. Preview Group List
Based on your added conditions, you can view the list of users included in the group.
To download the group list, click the Download CSV button.
To search for a specific user in the list, use the Search field.
12. Save Group
Click the Save changes button.
13. View User Group
View the group in the Custom User Groups list.
This guide covered how to create Custom User Groups for Messages and Support Articles in the Impact Dashboard.
