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 can only see the same information they have access to on their phones. (Your application must be Web Apps-enabled for this to work. See Web Apps for more information).
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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 onCreate Mobile Worker
In the Window that pops up, add a username and password, and click Create. After clicking Create, your new mobile worker is 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.Info Note: All usernames must be in the Roman alphabet, and once created, the username can NOT be changed! (For more information on usernames, see choosing a username section below)
- If you have Custom User Data or Locations that are required, you also have to add that information.
- If you have Custom User Data or Locations that are required, you also have to add that information.
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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 is listed below:
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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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- Navigate to the Mobile Workers page on your CommCareHQ project space, as above.
CommCareHQ > Users > Mobile Workers (the page to manage Mobile Workers will show by default) - Click on Download Mobile Workers.
- You can filter and download mobile workers.
Filter by:- Role
- Name or Username
- Location
- Active/Deactivated
- Columns
- Click Download to download the user.xlsx file. You can see how many users and how many groups you are downloading.
This file contains all of your current user data:- The first tab contains a row for each mobile worker with the following data:
- Basic columns: username, password, name, phone number, email, user_id, language, role, is_active
- Read-only columns: IMEI, date registered, date of last sync, date of last form submission
- Any custom user data fields configured for your project
- User location code, if your project uses organizations
- The second tab contains a row for each group, with its id, name, and whether it is a case sharing group and/or reporting group.
- The first tab contains a row for each mobile worker with the following data:
- Use the downloaded file as a template and populate it with the necessary data. Save the completed file.
- Click on Bulk Upload.
- Click the Upload mobile workers button to upload the completed file.
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Sample bulk users excel template
***user_id will be blank if this is a new mobile worker Tips
Advanced
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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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- If your app is using secure submissions, deactivated users' new submissions will be rejected and will stay on the phone
- If your app is not using secure submissions, then it behaves like any other submission, and all case transactions are processed.
- Note: Secure Submissions are enabled for your project by default. For more information, please see this help page.
Activate Deactivated Users
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