Groups are a powerful way to improve collaboration when working with teams that are distributed in different locations, for example a team in Amsterdam and another one in Sydney.

Both teams should be collecting the same data but not interacting between each other.

Important: To use groups you need to be subscribed to the Business plan or above.

By creating groups and separating users between them, each team will be able to see the cases collected in that site and collaborate with each other but not see the data from the other site.

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💡 Important: If you create a group, invite users and then make changes to the permission, those changes will only affected newly invited users to that group.

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How to restrict what the group can see or do

After creating a group you can permissions to it.

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Restricting what forms the group can use

You can restrict the forms that the users in the group can view and edit by clicking on View forms and Add entries.

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Restricting what cases and entries the group can view and edit

You may want "Group A" to view and edit the data that has been collected in that group but not the data from "Group B". To do this all you need to do is make sure the permission on View form entries is set to View own entries.

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How to invite users to a group

To invite users to a group please first save the group, open it again and click on Add member.

A dialog will come up where you can enter the email address of the user.

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Frequently asked questions

Is it possible to have different permissions per user within a group?

In a same group all users must have the same permissions. We currently don't sub-groups within a group.