Creating and assigning user groups

Custom account admins have access to the User Groups feature. Account administrators have the option to create and assign user groups.

User groups define which presenters a user sees on his or her Account polls page. Users in the same group can also share activities and results with each other via the Account polls page.

Users may only be in one user group at a time. Presenters may see, copy, and edit the activities of other users within their user group from the “Account polls” tab. When user groups are enabled, users who are not assigned to any group will exist in isolation and will not see other presenters’ activities in their “Account polls” tab.

Turning on user groups

Step 1: Log into your account, click on your name in the upper right corner and select Account admin.

Enable on User groups: step 1

Step 2: Select Account settings in the menu on the left.

Enable on User groups: step 2

Step 3: Check the box under User groups, then click the Save button.

Enable on User groups: step 3

Creating a user group

Step 1: Log into your account, click on your name in the upper right corner and select Account admin.

Create a User group: step 1

Step 2: Click Manage users if you didn’t land on that page by default.

Create a User group: step 2

Step 3: Select the User groups tab then click the New Group button on the left.

Create a User group: step 3

Step 4: In the pop-up window, name your group then click the OK button.

Create a User group: step 4

You’re now ready to add users to your group.

Adding users to a user group

Step 1: Log into your account, click on your name in the upper right corner and select Account admin.

Adding a user to a User group: step 1

Step 2: Click Manage users if you didn’t land on that page by default.

Adding a user to a User group: step 2

Step 3: Select the Users tab on the Manage users page if you are not already there.

Adding a user to a User group: step 3

Step 4: Decide which user you want to assign to a group. Click the dropdown menu under the Group column and select which group they should belong to.

Adding a user to a User group: step 4

Congratulations! You’ve now assigned your first user to a group. Add more people to this group to allow them to share and collaborate on activities.

Resources

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