About Groups

When there are many mobile workers, it can be useful to put them into groups. Here are some common use cases for groups:

Using Groups

There are two methods for creating and managing groups.

1. Managing Groups Manually

Navigate to CommCareHQ -> Users -> Application Users: Groups (see image below)

Create Groups

will automatically see the option to "Create your first group:" Type in a name and then click on "Create Group"

You will then see your group configuration page.

You can delete the group by finding the red button at the top right corner of the page.

Adding and Removing Users

From the group configuration page you can click on the ( + ) sign to add users to your group or the ( - ) button to remove users from your group. You can also double click on someone to move them, search, and use the "Add all" and "Remove all" buttons: 

Updating Group Settings

There are several settings that you can configure for each group by clicking on the "Edit Settings" button in the upper left corner:

 

 

When you make changes to group structure, settings, or fixture data, it can take up to 30 minutes for those changes to be reflected in CloudCare. Changes on the mobile side are not subject to a delay, and should take effect immediately upon syncing with the server. The only exception is if you have checked "enable OTA restore caching" in the application settings (not common).

 

2. Adding/Removing Users with Bulk Upload

If you have to create a lot of groups or work with a lot of users, it will be easier to use the Bulk Upload feature. For more information on this feature see Managing Mobile Users.

When you download your users Excel file, note that the second tab has a list of all your groups. The key information about each group is the same as the settings above:

The first tab, where all of the users are listed, can have a column called: group 1

In this column you will list the name of the group to which that user should belong.

When you assign a user to a group you just put the name of the group in the "group 1" column; however that group MUST be listed on the second tab.

If you want to assign users to a new group you need to at least add the group name to the second tab. When you upload the users excel file CommCare will automatically generate the id.

In order to see your new groups in the manual interface you must refresh the page.