A mobile user needs to be a member of a mobile user group to receive surveys and data. The mobile user group defines permissions and data access, all mobile users in a group share the data of the group. The data between the group members is automatically synchronised. To setup and manage the mobile user groups select Mobile users groups in the menu under the Users header and you will see all mobile user groups listed:

Managing mobile user groups

Adding a mobile user group

Add a new mobile user group by clicking on the + button.

 

Edit a mobile user group

To edit the mobile user group select the edit button.

 

Delete a mobile user group

To delete a mobile user group select the delete button.

 

Emailing a mobile user group

To send an email to all members of a mobile user group click on the envelope icon. You can also select the tick box of a mobile user group and click the envelope button that will appear on top.

SETTINGS

For both the Registration survey and additional survey questionnaires, you can set the permissions for editing the data:

REGISTRATION

Create

When set, the mobile users in the group can create/add a new registration.

 

Can edit (own)

When set, the mobile users in this mobile user group can edit the registration they created.

 

Can edit (all)

When set, the mobile users in this mobile user group can edit all the registrations.

 

QUESTIONNAIRES

Create

When set, the mobile users in the group can create/add a new questionnaire.

 

Can edit (own)

When set, the mobile users in this mobile user group can edit the questionnaires they created.

 

Can edit (all)

When set, the mobile users in this mobile user group can edit all the questionnaires.

 

Can view (archived)

When set, the mobile users in this mobile user group can view archived questionnaires.

 

View option

The view option can be set to "View all", this will show all questionnaires; "View own data", this will show only the questionnaires created by the mobile user; "View none", when finalising a questionnaire it is not shown on the mobile device.

Example of a mobile user group