1) After users have been uploaded using the standard user template, the next step is to configure the users into groups.
Navigate to Configure --> Groups
2) From 'Manage Groups', there are two ways to create groups under two scenarios.
Scenario #1 (most common): All users included on the recently uploaded user file are intended to be survey participants
Scenario #2: Only a subset (such one team, department, etc) are intended to be survey participants from the recently uploaded survey participant list
For Scenario #1
Create a new group using the '+Create a Group' option. Please note that 'Surveys' do not need to be attached at this time
Once the group is created, select the 'Members' button for the new group (Note: you will see that the population is initially set to 1, which represents a auto-added administrative account)
From here, the most efficient method is to re-import the user file recently uploaded into the platform -- the same exact file can be used:
For Scenario #2
Use the option to '+Groups from dimensions'
- This option allows to create selected groups from the user file to select for more narrowed participation (e.g. the Engineering department)
Additional questions? Contact support.