What are groups?

Groups primarily have two functions in our system:

1. They can be used to assign users with roles (and associated permissions); and
2. They can be used to group your users together for easy user management purposes, such as bulk actions (i.e. assigning a pathway to an entire group of users, or creating an observation task for a group of supervisors to complete) and reporting.

For example, creating a group called 'District A Managers' and adding the roles 'Supervisor' and 'Task Assigner' to it means that any users added to the group 'District A Managers' will be granted the 'powers' of the 'Supervisor' and 'Task Assigner' roles.

Additionally, when rolling out observation tasks to managers of this district, you'll now be able to either assign them tasks as a group, or you'll be able to share your checklists and pathways with the group so that all 'District A Managers' members can assign these tasks themselves.

N.B. Whilst groups are used to assign roles to users, you can create groups which do not have roles attached to them. Role-free groups give you the user management benefits without changing the user permissions for the members of the group.

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Related articles:

• Create a group
• Add users to a group
• Check which roles are contained within your groups
• What's the difference between groups and roles?

Article ID: xapimedA_20200305_1