How to create a user group

What are user groups?

User groups are labels that categorize candidates according to a shared characteristic. Common user group categories are:

• Import date and/or exam name
• Administration (eg. Fall 2020)
• Delivery type (eg. online; in-person)
• Testing accommodations
• Post-exam reporting (eg. technical issues)

How user groups are used

User groups are used to trigger emails, grant exams in bulk, and create mass-bookings. The user group classification will depend on the actions you want to perform.

Currently, user groups are used to facilitate bulk administrator tasks, not for reporting. Therefore, they are only available as filters in the UI and candidate assignment needs to be stored offline.

Other ways to use user groups:

• Filter the candidate list to see only selected users.
• Mass-grant and/or mass-book an exam to a selected user group.
• Send on-demand emails.
• Filter/restrict reports.

How to create a user group

1. Click the ‘Users’ tab.
2. Click the ‘User Groups.’
3. Click ‘Add user group.’
4. Enter the name of the user group.
   • The administrator option can be ignored.
5. If you want to add a single user or manually add users, you can click ‘Add a user’ and search the candidate.
6. Click ‘Add a new user group’ at the bottom.
7. Add candidates to the user group using one of the two methods below (individually or via import).

How to add candidates to a user group individually

Candidates can be added to a user group individually or via user import.

To add candidate users to a user group individually, follow these steps:

1. Open the user group by clicking 'Edit' next to the user group name.  
2. In the 'Add User' drop-down menu, type the name of the candidate (you can search by first name, last name, Meazure ID, or email address). 
3. Click on the candidate to add them to the user group.  Note that by clicking on the candidate user, they are added to the user group but will still appear in the 'Add User' drop-down menu.  To add additional users, clear the 'Add User' drop-down menu.
4. Save the user group by clicking 'Update User Group' at the bottom of the screen.  If you don't save the user group, your selections will be lost.

How to add candidates to a user group via import

To add users to a user group via import, create a column called 'User Group.'

The user group syntax (capitalization & spelling) must be entered exactly as it is listed in Meazure to import successfully.

Import the users as described in this article: How to create and import a candidate user

Note that the user group needs to exist before the user file is imported.