User Groups

User Groups can be created to categorise your mobile users into different groups depending on the needs of your company.

You may want to control which mobile users can see which forms. This is useful if you have a large number of forms, and most users only need a few of them.

By creating a User Group, you can decide which users are in that group, and which forms will be visible to those users. For example, you may create different groups for different departments.

A Default User Group is automatically generated when a WorkMobile account is created and each mobile user created is automatically placed in it. When a new form is created it is automatically visible to the Default group.

Creating a User Group

From the Dashboard, click on User Groups from the left-hand menu.

The User Group list view will show that you have at least one User Group set - the Default group. All mobile users are set to be included in the Default group unless you edit them otherwise.

User Group Details

Click New User Group on the left-hand menu and type the Name for your user group, e.g. Sales Team.

The following explains each of the options available:

Name
This is the name assigned to the user group
Enable Sent Folder
Enabling the Sent folder activates a feature on the mobile app which causes all sent items to be stored on the mobile device for review at a later date. A new icon will appear on the mobile app called Sent.
- Sent Item Duration in Days
  With the Enable Sent Folder activated, you can specify here how many days data in the Sent Items box on the mobile device should be retained.
Logon Launch Form
WorkMobile can be configured to always launch a particular form immediately following login to the mobile App. The drop down selector allows you to pick any form from your forms list.
Backup Mobile Device Data
Enabling this activates a feature on the mobile App which allows the user to create a local back-up of the WorkMobile data on their device.
Enable Auto Logout on Mobile Device
Activates a feature on the mobile app which will force the mobile user to logout of the App after a set period of time. The mobile user will not be logged out if they are part way through completing a form or job.
Auto Logout Time
With Enable Auto Logout on Mobile Device enabled, allows you to specify the number of hours that should elapse before the user is logged on.

Additional Settings

Once a User Group has been set up and saved, there are a number of additional settings to control behavior for users within thr Group:

Job Allocation Settings

If your users are going to be completing work through WorkMobile Jobs, you can control some settings via the User Group they belong to. In the table below there is a description of the different settings.

Setting	Description
Maximum jobs on device	By setting a value for this, you can control how many jobs a user can see on their mobile device. It acts as a drip feed, for example, your users only get the number of jobs they can be expected to complete in a day on their device at once.
Allocation order	There are three different orders in which to allocate jobs to your users. Job ID - Jobs will download to the mobile device in the order of Job ID. Priority and Job ID - Jobs will be ordered first by their priority level, then by the Job ID number, and will download to the device accordingly Estimated Job Start Date - Jobs will be ordered by their start date, and will download accordingly onto the device Please note, a Job with a priority level of 1 will be allocated before any other jobs regardless of Allocation order.
How soon can jobs be delivered?	This determines how many days before the Estimated Job Start Date a job can be delivered to the mobile user's device.

Login visibility

If you have secondary logins, you can control which User Groups they have access to via these settings.

Allocating Mobiler Users to a User Group

Once you have set up your User Groups, you can allocate your Mobile Users to the required group. Please note that Mobile Users can only be allocated to one User Group at a time.

Select Mobile Users from the top navigation bar
Select a Mobile User from the Mobile User Grid
Select the User Group from the User Group drop-down list
Click Update at the bottom of the page

Making a Form Visible to a User Group

Forms can be allocated to multiple User Groups, following the below steps:

Select Forms from the top navigationg bar
Select the form you wish to allocate from the Forms Grid
Select Form User Group from the left-hand menu on the Form Dashboard

The name of your form is displayed along with all the User Groups you have created. You can make the form visible to as many User Groups as you wish by ticking the checkbox and clicking Save.

Only the users that are allocated to the User Group can see the form on their device.