This page lists all the operations that can be done to manage mobile users on the system through the web application.


Create a user

  1. Click on the user section in the left menu. Select the type of user (Mobile) at the top left and click on the + button at the top right of the screen. Input all the registration details, then click on Create. Phone numbers must start with the international prefix like +254XXXX.

  2. Once created, you will see the user information details, as well as the number of teams s/he belongs to.

Here are the available fields to create a user

Field name

Field type

Mandatory

Comments

First Name

Text

Mandatory

 

Middle Name

Text

Optional

 

Last Name

Text

Mandatory

 

Email

Text

Optional

 

Phone

Phone number

Mandatory

Start with "+" and international prefix, such as +254

Picture

 Picture

Optional

 

Date of birth

 Date

Optional

must be of format DD/MM/YYYY

Start date

Date

Optional

must be of format DD/MM/YYYY

Internal ID

Text

Optional

 

Official ID

Text

Optional

 

Picture ID

Picture

Optional

 

Gender

Single choice

Optional

Male / Female

Role

Single choice

Optional

 

Click on the license button at the bottom to license the user directly

Unique Login

It is possible to define in the client configuration whether each mobile user can be logged in only once. To do this, tick the option “Unique login”.

If this option is enabled, only one mobile user with this mobile phone will be able to log in. If another mobile user tries to login with the same phone number, his login connection will be rejected. If the same mobile user logs out and tries to log back in, a web user needs to allow him/her to log in again by clicking on “Unlock login” on the user information page.

To enable a web user role to have the right to unlock a mobile user, grant him the role “Unlock Login” in the role management page.

Cheat code for the mobile user to log in on the app

The normal behavior is for the mobile user to receive a One Time Password to input at log in. It is possible to define a cheat code in the client configuration panel to allow anyone to enter a user account with it.

Web users are able to define Regex rules for the phone number field for mobile users in the client settings. This ensures that the right number format is observed. i.e the right country code and the correct count of the number. +2567xxxxxx57

Define and assign roles for mobile users

Roles can be defined in the client configuration. A role is used to determine which dashboards a mobile user can see on his mobile app. When creating a dashboard, you can select the mobile user roles that can see it.

Edit a mobile user

Simply click on the pencil icon at the right to edit the information.

License / Unlicense a mobile user

To assign or remove a license to a mobile user, click on the toggle button in the licensed column. Or you can select the mobile users on the left, and click on Attach or Detach License.

If the user belongs to a team, unlicensed will remove him from his team. A confirmation message will pop up before confirming the operation. The user will also be automatically logged out of the app when they sync.

A user without a license cannot be assigned to a team

Delete a mobile user

Click on the delete icon, then type the name of the user to confirm the deletion.

You cannot delete a user that is not unlicensed first

View mobile user in a list

In the mobile user's section, you can view the mobile users with the following fields:

  • unique ID (system generated) - To view this click on edit pen

  • Name (First, + Middle + Last name)

  • Any other ID fields that are filled

  • Phone number

  • Team Nb: the number of teams the user belongs to

  • Licensed: toggle showing if the user has a license or not

  • Role: the role of the user as defined in the client settings

  • Application version: the mobile app version he is using

  • Last synchro: when was the app last synchronized with master sync (loading of all the lists, etc)

You can view the history of the submission for a user by clicking on the MORE icon along the user details. A page showing dates and workflows filled will open, and by clicking on MORE, you will see the submission in detail.

Search a mobile user

You can search a mobile user on any of the information of his profile. Type in the search box to find him.

Filter mobile users by Team, Team Label, Team Level

You can filter the mobile users as per the team they belong to, by using the filters option on the top left of the banner. You can also select the Team Label or Level to pick all the teams matching this filter.

Download the list of mobile users in Excel or CSV format

In the Users section, by clicking on the download arrow, you will obtain an excel & CSV file with all the columns of the profile of the users and four additional:

  • Licensed: True or False

  • Team ID: the ID of the team the mobile user belongs to

  • Team name: the name of the team the mobile user belongs to

  • App version: the current version of the app used by a user

  • Last synchro: The last time the user synchronized/used the app

Create mobile users in bulk

To create multiple users in the same operation, go to the three dots action panels, select “Bulk create mobile users” and upload the information as per the template provided.

Edit mobile users in bulk

To edit multiple users in the same operation, go to the three dots action panels, select “Bulk edit mobile users” and upload the information as per the template provided.

Delete mobile users in bulk

To delete multiple users in the same operation, go to the three dots action panels, select “Bulk edit mobile users” and upload the information as per the template provided.

Attach /remove license to mobile users in bulk

To add or remove the license to multiple users in the same operation, go to the three dots action panels, select “Bulk edit mobile users” and upload the information as per the template provided. Just update the license column with True or False to change the license status.