Users

Defining the user roles and their permissions

Apps built with the Core Framework use roles and permissions to determine who has access to what data. User roles are general categories you can use to assign a collection of broad permissions to users. There are two classes of roles: online and offline. Generally speaking, CHWs are usually offline users, while managers and nurses are usually online users. SMS users do not use the app, and thus do not have a user role.

Roles

Differing levels of access and permissions are assigned to each persona. A user role is created to provide them with access to the information they need. Offline and online access, storage limitations, and data privacy are taken into account.

PersonaHierarchyDevicePermissions
Program OfficerLogs in as AdminComputerAdmin users, usually Program Officers, are online-only admin users not associated to a particular level. They have access to all people, places, and records in the app, but since they are online-only users, they cannot view any tasks or targets.
CHW SupervisorsLogs in at Health Facility levelTabletUser at this level have online and offline access to view CHWs, fill out reports about them, and view tasks and targets related to them. Due to storage limitations, they aren’t able to view households or submit reports and review tasks and targets about them.
CHWsLogs in at CHW Area levelPhoneUsers at this level have online and offline access to view households and family members, submit reports about them, and view tasks and targets about them.
Family membersRegistered at Household level, does not log inMessagingFamily members might include fathers, mothers, children, and other adults. The program model determines which family members should be registered in the app. However, they are not users of the app, and do not log in themselves.

See Also: Defining User Roles

Online Users

Online roles are for users who need access to a lot of data and need to maintain the system or update system settings. An internet connection is required.

Offline Users

Offline roles are for users who need to be able to access data on the go in the field, don’t need to maintain the system, and don’t have a reliable internet connection. All the data they have access to will be synced to their device.

Permissions

User Permissions are settings that can be individually toggled on or off to allow users with a particular Role to do a certain action or see a certain thing. CHT app developers and administrators can add as many User Roles as needed to grant permissions to different groups of users.

See Also: Defining User Permissions

Viewing permissions determine which page tabs a user sees in the app and which types of data they do and don’t have access to. User action permissions include who can create (e.g., create new users), who can delete (e.g., delete reports), who can edit (e.g., edit profiles), and who can export (e.g., export server logs).


Design System > Personas

The “typical” users of CHT Apps across diverse contexts

CHT Applications > Tutorials > Contacts + Users 1

Creating and editing contacts and users in the CHT UI

CHT Applications > Tutorials > Contacts + Users 2

Creating and editing contacts and users with medic-conf

CHT Core Framework > Guides > Bulk Load Users

Notes for how to bulk load users