CommCare mobile workers are the accounts people will use to log in on their phones and submit data to your project space. CommCare mobile workers can also log in to CommCareHQ but they will only be able to see the same information on their phone (Your application must be Web Apps-enabled for this to work - see Web Apps).
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Create a CommCare Mobile Worker
- Navigate to the Mobile Workers page on your CommCareHQ project space.
CommCareHQ > Users > Mobile Workers (the page to manage Mobile Workers will show by default)
- Click on"Create Mobile Worker"
- In the Window that pops up, add a username and password, and click "Create". After clicking on "Create" your new mobile worker has been created; it is NOT necessary to add any additional information unless you choose to.
The username and password you set here will be what the CommCare mobile worker uses to log into the phone application.
Note: All usernames must be in the Roman alphabet, and once created the username can NOT be changed! (More information on usernames, see choosing a username section below)
- If you have Custom User Data or Locations that are required, you will also have to add that information at this time.
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You can change the First/Last names, E-mail, default language, and role. In general, it is only useful to add the First and Last names as you can see these names in reports, in addition to the username.
It is NOT possible to change the username.
It is possible to add additional information about your users with Custom User Data, an advanced feature. Additional user information you may want to consider are listed below:
- Mobile Phone IMEI number and Device Model for an inventory of the devices handed out to Mobile Workers
- Mobile Worker demographic information such as education, age, literacy for training purposes.
The default language and role are only relevant for mobile workers that are using Web Apps or working on CommCare HQ. For a mobile worker to be able to use CommCare on an Andriod device, their Mobile Worker Role must allow mobile endpoint access. (See Roles and Permissions)
Phone Number
Make sure to add the international country code, without any symbols (do NOT add + or 00). After adding a new number, you will be prompted to verify it. This will send you an SMS to which you must reply.
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Change or Reset the password for a mobile worker
On CommCare HQ, you can change or reset the password for any mobile worker by navigating to the "Password" tab and specifying the new password. However, it is important to note that the user login information (username and password) is stored locally on the phone. So, when you change in CommCare HQ, the username and password aren't communicated downward to the phone until the phone "synchronizes with server".
On CommCare, ''Sync with server" is an option on the home page of the phone. So, the CommCare mobile worker must synchronize with the server for the username and/or password change to reflect on the phone side.
Use Bulk Upload to create multiple users at once
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| title | Bulk Upload Tips and Advanced Info |
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Sample bulk users excel template | username | language | password | user_id | is_active | | newuser01 | en | 123 |
| TRUE | ***user_id will be blank if this is a new mobile worker Tips - Your first column in excel should say "username", with no spaces. Note that username is required.
- Your second column in excel should say "language". Use the language codes in CommCare, (ex. English = en, French = fra)
- Name and phone number are optional (but recommended!) fields.
- For any new users, the password is required. For existing users that are in the download, the password will be listed as a *********. When uploading the file again, the password for these existing users will not be changed.
- Remember to add the international country code to the phone numbers.
- Add a space between the first and last name of your CommCare user. Do not need to use periods or other punctuation to separate.
Advanced - Any additional data can be stored by user by adding columns with 'data: xxxx' in the first row of the column. For instance, village, block, etc can be added, and will be stored. For more information, see Custom User Data
Mobile workers can be assigned a phone number or multiple phone numbers during bulk upload. To do this, add one or more columns with ‘phone-number xxxx’ in the first row of the column, where ‘xxxx’ is a sequential number (not the phone number). For example, if a user has more than one phone number, this can be sequential numbering, such as “phone-number 1”, then “phone-number 2” and so on. For a user with only one phone number in the “phone-number 1” column, that phone number will automatically be marked as ‘primary’ in CommCare. For a user with several phone numbers, the phone number in the “phone-number 1” column will be marked as ‘primary.’ Inversely, if at least one mobile worker has more than one phone number in CommCare, downloading the user.xlsx file as explained above will generate a file that contains N “phone-number” columns, N being the maximum number of phone numbers that a mobile worker has. - A web user is able to update or delete an existing phone number via bulk upload. To update an existing phone number, the web user needs to edit the phone number in the appropriate cell, save the excel file and upload it. To delete a phone number, the web user simply needs to delete the number in the appropriate cell (leave the cell blank), save the excel file and upload it.
If you neither want to delete nor update the phone numbers for any mobile worker, you can simply remove any "phone-number" columns from the upload. This will cause the phone numbers associated with the mobile workers to remain unchanged.
- Users can be pre-assigned to groups during bulk upload. To do this, any column needs to have the syntax 'group (xxxx)' in the first row of the column. (Note that the 'xxxx' is any identifier, and is not the group name. To keep things simple, this can be sequential numbering, such as "group 1" then "group 2" and so on.) Any user can be a member of multiple groups of different types by simply adding columns with the correct group syntax. For groups, make sure you define the group on the 'groups' tab of the spreadsheet, and indicate which type of group it is. For more detail see Mobile Worker Groups.
- For groups, make sure you define the group on the 'groups' tab of the spreadsheet, and indicate which type of group it is: There are two types of groups: 1) Reporting groups - these groups users to view by group in the Filters on the Reporting section of HQ. For example, you can group all mobile users within one Village or SubCenter. 2) Case sharing groups - these groups allow cases to be shared by different users. For instance, if two mobile users were sharing the same catchment area, case information could be shared between these two users.
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You can use the search box to find specific mobile workers. Type in any word to search for that term across all columns, or use the syntax below to search in a specific column.
Names
Insert the first name or the last name of the mobile worker that you are searching for.
Deactivate and Delete Mobile Workers
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