Groups for Devices and Forms

In this article we will be giving an overview of Groups.

What are Groups?

A Group is a container to which you can link forms and devices. You can link one device to multiple groups and multiple forms to a single group.

This feature is ideal for users that only needs access to specific forms. I.e. when you want to separate your sales team and your technician's forms.

Setting up Groups

Setting up your groups are simple. On your settings menu, expand your settings menu and click on groups, as shown below:

Two groups are setup on creation of your organization, Default and Unpublished. 

Default is where all your created forms will appear to which all devices have access to by default and unpublished will be where your copied forms will go on duplication.

Click on create new group and Enter the name for i.e. a specific team:

Now edit the group and assign your device and forms:

Click Update group and you are all set.

This is how it will look on an Android tablet device:

You can also assign devices to groups by going to your device settings:

Click the pencil to edit device settings.

After you assign the device to the required groups, click the "Update device settings" button.

This concludes our overview for Groups. If you have any questions or comments feel free to send us a message at or leave us a comment below.

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