User Groups for Feature Permissions

How User Groups Work

The User Groups feature in Levitate is for account Admins and Super Admins to control which users can access which features. Currently, the ability to view, edit, or see reporting for Automations and all survey types (Satisfaction, Event Registration, Custom, and Donation) can be limited or allowed through User Groups.

Instead of basing access to these features on user type (e.g., Limited User, User, Admin, or Super Admin), the User Groups feature allows Admins and Super Admins to control which users can access Automations and Surveys.

Check out our step-by-step guide to finding, creating, and editing User Groups:

A Closer Look

Here's a close-up of the interface for creating and updating a User Group:

This is where the Admin or Super Admin will name the User Group, decide what kind of access the group has to each listed feature, and choose which Levitate users are in the group.

Read: access and view

Write: access, view, create, edit, and delete

View Reporting: see the performance behind each Automation or Survey

FAQ

Will more features be added, in addition to Automations and Surveys?

Yes, that is the plan!

Am I able to set up User Groups on my own or do I need assistance from my Success Specialist or Support?

As long as you are an Admin or Super Admin in Levitate, you are able to access the User Group settings.