How do I organize User Roles from the application in the Impact Dashboard?

You can use the User Groups overview to view information and user counts for all roles, manage their visibility, and organize them into categories.

Open User Groups

Open User Groups

In Global Navigation, click the Settings icon [1]. Then hover the cursor over the Settings menu [2] and click the User Groups icon [3].

The User Groups tab presents all of the roles registered within the Impact system including their unique Impact ID, Name, a live user count, current categorization, and visibility status.

Categorize Individual Roles

To categorize individual roles, click the Category drop-down menu [1] and select a role [2].

Categorize Multiple Roles

To bulk-assign multiple roles, click the checkbox next to the Group ID [1] and click the Assign To Role Category link [2].

Assign Category

Use the Category drop-down menu to select a category [1] and then click the Assign category button [2].