Create an organisation chart, organize your users by location, etc. in your Kizeo Forms account and add a Group leader
Let’s take an example, a director wants to deploy Kizeo forms on several locations. To save time and facilitate the management of forms, she decides that a group = a location.
For organisation purposes only one Kizeo Forms account is created and she will be the administrator of the account.
The account will include a dozen users to begin, divided into two groups and subgroup. Each group corresponds to a site.
In Kizeo Forms, there are different levels of users. You already know:
And finally the Group leader
Important: you can give a restricted access to a group leader by choosing the group and selecting the ‘Read-only‘ option (see details below).
To choose this option, go to My Users tab > Group of users > Select your group > Click on the Manage button > In the Group leaders tab, you will be able to select for each group leader, one of those two options:
NB: It is impossible to change the level of access to a group if this group is the group leader’s main one.
How to create a group leader:
It is the administrator who assigns in advance the group leaders.
Note: If you also want your group leader to be able to enter data, then you must check the ‘User’ box.
Moreover, you can define if the Group Leader will be able to create/modify users, forms and/or groups.
Now that you have created your groups, group leaders as well as your users, you must assign the different users to various groups (Group leaders are automatically attached to their groups during the creation of profiles and linked to the main group, as shown above).
The North group leader is already configured during the profile creation, as the main group. This group leader will not be able to be removed from this group (unless you change the main group in the group leader’s profile).
You may also add other group leaders, whose main group is not the North group. Here we will choose the “Group_Leader_2_north” by clicking on Add.
The Group_Leader_2_north has been added to the NORTH group, as indicated by the number ‘2’ in parentheses in the image and the fact that it is appears in the box. It should be noted that the ‘NORTH’ group is not the group leader’s main group, as indicated by the “x” encircled. This leader may be removed from this group by clicking on the red icon.
This works in the same way as adding users.
Note: You can also remove users by clicking on the red icon.
The ‘NORTH’ group is now formed. It is composed of 2 group leaders and 3 users as indicated by the “Summary” tab. The checked boxes represent the composition of your ‘NORTH’ group.
Note: This summary not only displays the composition of the group, but all of the profiles created on your Enterprise Account (group leaders and users), as indicated by the unchecked boxes.
Therefore, you can also add users or group leaders to this group via this tab by selecting the corresponding check boxes.
By clicking on ‘Rights‘ for the ‘NORTH Form’, you access the page for assigning rights.
Then you can simply select the group where you want to attach this form, then click on the green “Add” button so that rights automatically configure:
Note: The operating mode is the same as for the user groups.
For more information, you may consul our tutorial about the users’ rights.
We need to take into account when we create a form: the concept of property.
In summary, when there is a change of ownership, the form is reassigned to a group and by extension to the leader of this group.
It is the same as for the creation of users.
NB: Administrators are strongly advised to allow group leaders to manage the creation of users and forms, thus avoiding changes of ownership. Unless the administrator wants to keep control of users’ profiles or forms.
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