Overview
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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:
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Manually creating and managing the groups is easy for small projects
The bulk upload feature is easier for large projects or projects with lots of groups
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Managing Groups Manually
Navigate to CommCare HQ -> Users -> Application Users: Groups (see image below)
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Group Name: Here you can change the name of the group
Case Sharing: determines whether the members of the group will share cases; the default setting is OFF (see Case Sharing for more information)
Reporting: determines whether the group name will appear in the filter for reports; the default setting is ON
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Changes are not immediately reflected in CloudCareWhen 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). |
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Please note that changes may not be reflected in CommCare immediately, but will happen once the mobile app syncs with the server.
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.
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