To use the Organizations feature in your applications, you first need to assign mobile workers to the location.
There are two ways to assign mobile workers to a location
You can choose the user from the mobile worker list, and then use the Locations tab to choose their location. Each user can be assigned to more than one location. Set the Primary Location to represent that user's main working location. This primary location will then appear in the bulk mobile worker download / upload, and be displayed in the app when accessing the user's information.
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Orphan case alerts project settingDepending on your usecase, you might want to consider enabling the Show Orphan Case Alerts on Mobile Worker Page project setting. This will notify the user before accidentally unassigning the last mobile worker from a location that owns cases, thereby orphaning those cases. |
Alternatively, you can use the Locations page to edit the location. Choose Edit on the location from the Locations page, then chose the Users tab to assign mobile workers to that location.
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