Web and Mobile Users: Learning Objectives

In this unit, you will learn about the two main types of CommCare users and the tasks that can be accomplished by each user type. As you go through this unit, start to think about what tasks you need to accomplish using CommCare and which kind of user you will be. 

At the end of this unit, you should be able to:

      • Name the two types of CommCare users
      • Describe the tasks that can be accomplished by CommCare HQ/Web Users
      • Explain the different ways Mobile Users can access mobile applications and submit data

CommCare User Types

In CommCare, there are two types of users: mobile users and web users. Generally, each user type interacts with CommCare differently and, therefore, has different permissions. 

Mobile Users: use CommCare Mobile to complete their work, which involves collecting data and following up with clients. Mobile users have accounts which allow them to access a CommCare application on their mobile phone or tablet. (or, for using CloudCare). These users are also known as Mobile Workers.

Web Users: use CommCare HQ to complete their work. Web users have accounts which allow them to access the CommCareHQ website, where they can build and change applications, manage users and settings, and view data. These users are also known as CommCare HQ users.

A Community Health Worker (CHW) is using a mobile phone to complete a registration form. She then submits the form via CommCare and the data submitted by the CHW can be viewed on CommCare HQ when a supervisor logs in.  In this example, who is the mobile user?

 

 

What Web Users Can Do

As mentioned, CommCare web users have access to the CommCare HQ website. Users login to CommCare HQ using the email address and password that they entered during registration. Upon entering the website, a web user can select the project that they need work on. Web users, unlike mobile users, can belong to more than one project.

In a given project, you may have a number of people with access to CommCare HQ. Depending on their permissions, these web users may:

      • Create, modify, download, and deploy CommCare applications
      • Create, manage, and delete mobile user accounts
      • View and export data submitted by mobile workers
      • Send text messages to mobile workers
      • Manage workspace settings

If you're interested in exploring the capabilities available to web users but haven't created your CommCare HQ account, now would be a great time! It's free and easy to sign up. Just click on the button that says Start Free Trial. Then, have fun exploring!

Web users can do a lot...except One thing 

While web users have a range of tasks that they are able to complete through CommCare HQ, there is one thing they cannot do: submit data. For this, they need a mobile user account (in addition to their web user account) or an advanced CommCare tool. 

 

CommCare Mobile Users

While web users do really important work for their CommCare projects through CommCare HQ, CommCare mobile users equally complete important tasks through CommCare Mobile.

Through a CommCare Mobile User account, a mobile worker can access CommCare Mobile, which allows them to access a CommCare application on their phone. Mobile users then use the application to collect and submit data, follow up with clients, or otherwise use CommCare as part of their work. When a mobile worker wants to open a CommCare application on their mobile device, two options are available for viewing it:

        • Standard Mode - this allows the mobile user to login with their username and password; once logged in, the worker can enter and submit data
        • Demo Mode - also known as a demo user; allows the mobile worker to practice using the application without submitting real data (ideal for training purposes)

Like web users, mobile users must belong to a project in order to use an application on their phone. However, mobile users can only belong to one project

A Quick Note on Form Submissions

In Unit 4: Data in CommCare, we discussed worker activity data. This is data about how and when a mobile worker submits a form. When a mobile worker submits a form via CommCare, the form will have their username on it. This allows the web user to view, within CommCare HQ, which mobile user sent the data. The web user can see this information in one of the worker activity reports.

 

 


Now it is time to learn a bit about one of the key concepts of CommCare: Case Management.

Go to the next section.


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