How to manage users in your group?
You can add a new user to any specific group in Shyft, by clicking the Users button in the group menu. In the section called New User, enter the user’s name, phone number, and email address.
Then click on Invite.
They will receive the invitation email, where they should click on the link to set up their password. By completing this action, they become members of that particular group. Until they confirm their accounts, you will see a little email-letter icon beside their names in that group.
Group(s) section on Dashboard
In this section, you will be able to see the most recent 3 surveys. Underneath will be a set of buttons: Search, Group, Users, Start Survey. Search button will give you the same options as the Search survey shortcut in the main navigation bar - ...
Manage your account in Shyft platform
In order to make changes to your own account, click on your email address in the top right-hand corner of your screen and choose “Account” from the menu below. On this page, you will see sections for “Security” and “Notification settings”. In ...
What can I do in a group section?
You can find the Group section in the top left corner of your Dashboard, as explained in Group(s) section on Dashboard article. Options you can find in the Group section include: search, group, users and survey. The Search button gives you the same ...
Group button in Group section
Group button gives you the opportunity to maintain information about the group you are in charge of. The data in this page is rather static. As such, the information here rarely changes afterward, once put in. First column is required. Here, you ...
Start the survey for a specific group
Click on the Survey button within a specific group. By doing so, the survey you are initiating is automatically assigned to the group you started the survey from. Once you finish the survey, the Edit Survey page will have tags about the group ...