How do you set up subgroups in the itracks Board software?

The Groups feature in the Board software allows you to set up sub-groups/segments in order to ask different questions to different sets of participants within one discussion board. It can also be used to sort transcripts via group and to send out emails to only certain groups. Groups are never viewable by participants.

Quick links for this article
Adding Groups
Editing Groups
Deleting Groups

Adding Users to Groups

Adding Groups

Navigate to the Add/Edit Groups page of the Users tab.

Adding Groups

To add a new group, click on the Edit Groups button or the Add Groups Now! link.

In the Edit Groups window, click Add Group to create new fields. Type the Group Name in the field that appears.

If you are only creating one group, click the Save button.

If you’d like to create more than one group, click on the Add Group button as many times as you’d like for the number of groups.

Click the Save button once done.

Editing Groups

You can edit the group names by clicking on the Edit Groups button at the top and bottom of the Add/Edit Groups page. This will bring up the same window as when initially creating the groups. Make your edits and then make sure to click the Save button.

Deleting Groups

To remove an existing group, click on the Edit Groups button at either the top or bottom of the Add/Edit Groups page. This will bring up the same window as when initially creating the groups.

To delete a group, click on the Delete button  that is located on the right side of each group.

Click Save to save your changes, or click Cancel if you have mistakenly deleted a group.

If you’d like to remove all the groups, click on the Delete All Groups link on the Add/Edit Groups page.

Choosing this will bring up a prompt to make sure this is what you wanted to do. Check the I understand that this action is irreversible box, then click on the Yes button.

Please note: If you make changes to the groups by adding or deleting groups after loading users and/or loading your moderator guide, you will need to adjust these parts of your guide accordingly to make sure that your changes take effect.

Adding Users to Groups

Once you have your groups created, a grid will populate based on all the users you have loaded into your board (if you have any) and all the groups you made.

You can either manage user groups on the Add/Edit Groups page or manage groups via an Excel sheet using the import user template.

Set the participants to be in their appropriate groups and then click on the Save button. The Reset button is used to reset any unsaved group assignments you have made.  

The Display Groups dropdown options allow you to filter your table to display only certain groups at a time, and the Show users in dropdown options allow you to filter your table to show only users who belong to a specific group(s), or have not been assigned to any groups yet (No Groups). This is especially useful when assigning users to groups, as it helps you keep track of which users have been assigned to which group.