How to edit a group

In this article, we will discuss how to edit a group in the Roseman Labs platform.

Only users with the admin role have the necessary permissions to edit groups.

Editing a group is useful as it allows you to adjust the members in the groups that you send data requests and surveys to, ensuring your communication and data collection are always targeted to the correct audience.

Let's guide you through the process of editing a group:

 

Step 1: Go to the settings by clicking on the settings icon located in the top navigation bar on the right. In the sidebar menu that appears, select "Groups."

 

Step 2: You will see a list of groups in the overview. Locate the group you wish to edit and click the button on the right-hand side of the group’s name.

 

Step 3: You will be taken to the group page. Here, you can edit the group name and color by clicking the "Edit group" button located next to the group badge preview.

 

Step 4: The page also displayd the current members of the group. If you wish to add or remove users from the group, you can do so by clicking the "Edit members" button above the members table. See this article for how to add/remove members from a group. 

 

Step 5: If you wish to delete the group, you can do so by clicking the "Delete group" button located in the top right corner.

 

Your group will now be updated according to the changes you’ve made, making it ready for use in data requests and surveys.

 


Thank you for taking the time to read this article. If you have feedback or need more information on specific topics, please leave your comments below or reach out to support@rosemanlabs.com.