You can create custom user groups based on a combination of criteria.
Open Custom User Groups
In Global Navigation, click the Settings icon [1]. Then hover the cursor over the Settings menu [2] and click the Custom User Groups icon [3].
Create New Custom Group
Click the Create New button.
Add Custom Group Information
Enter a custom user group name [1] and description [2]. You can import a group list [3], or create the group list automatically using conditions [4].
Then click the Save Changes button [5].
Add First Condition
To create a list using conditions, click the Add the first condition link [1].
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 [1] and select your condition [2]. The available conditions are for roles, user log-ins, and tools used.
Create Role Condition
The role condition type allows you to create a list of users based on 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
The logged in condition type allows you to create a list of users based on 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
The used the tool condition type allows you to create a list of users based on 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
To add a condition, click the Add an "and" condition link [1].
To remove a condition, click the Remove icon [2].
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
Click the Save changes button.
View User Group
View the group in the Custom User Groups list.
