Saturday, 17 March 2012

KS Help Notes_Users 02_Search & Group Users


You can filter your user data in the Users > Users area of your dashboard, by searching on a variety of fields, such as name, email, status and the information captured in the 5 user datafields.

Please note that changes made to the data on the Users page will have no impact on your test results data.

Use the drop-down menu to view user data for linked accounts.

Step one
Select the Show search link in the orange bar, at the top of the Users page.

You'll see the five user datafields on the right hand side of the search box.

Step two
Enter the information in the relevant search field and hit Search to filter your user data.  Use the check boxes to select your user records for the new group.

Step three

Select the Show groups link in the orange bar.

Step four
Use the Create New Group tool to create a new sub-group of your users, based on the output of your search.  Once you have selected your users, type in the name of the new group and hit Create.

Step five
Use the View group dropdown menu to navigate between sub-groups of your user data.

Dynamic Groups

Use the dynamic grouping tool to create new groups, which will automatically update when new user records are added to your dashboard.

Step one
Select the Show dynamic groups link in the orange bar.

Step two
Use the New Group tool to create a new dynamic grouping of your results.  Enter the group name in the field provided.

Step three
Use the 5 datafield dropdowns to create the rules you require, for adding existing and future user records to your group.  Save your new dynamic group, by selecting Save Group.

For example, a user group has been created based on datafield 1, City: New York.  The next time a new user is added to the database and the associated user record includes datafield 1, City: New York, then the user record will automatically be added to the existing group.

Step four
Use the View dynamic group dropdown menu to navigate between sub-groups of your user records.

Click here to read a help sheet about inviting users to take a KS assessment.


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