You have set up your scheduler’s Planning and Project Management and now its time to add the users that are part of your project.
Users that are added to your scheduler will be able to access your questionnaire through their user account in the mobile app. Perfect for audits or employee feedback to name a few examples.
Select your scheduler and click on the tab Users.
There are two options to add users, one by one by selecting specific user accounts, or by adding entire groups at once.
For adding groups, go to Add users from groups and click on the entry field.
A list of groups (which are created under User management) appears. You can now select your desired groups by clicking the checkboxes, or use Select all.
Finally, click the Add button to confirm. The users from the selected groups will now show in the user list.
Another way is to add users individually or select multiple users at once, which are not part of the same group.
Go to the Manage Users section and click on the entry field.
A list of users (which are created under User management) appears. You can now select your desired users by clicking the checkboxes, or use Select all.
You can use the search box to quickly find the users you are looking for, or scroll down the list.
After you made a selection, click on the add button to confirm your selected users will appear in the user list.
The user list gives you an overview of the users that are adding to this scheduler. You can remove users or sent a customized notifications to these users.
Select the users you want to remove or notify and click the option provided at the top of the user list.
When sending a notification, you are able to fill out the subject and content of the notification in the pop-up window.
The notification will be sent as soon as you click Create.
You have now selected the users that are going to participate in your project. In the next step, you are able to add quotas for your questionnaire.