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Info

On this page you will find instructions on how to set up the permission scheme.

You can access the User Management via the Administration administration section in the navigation.

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Roles

In the tab Roles in the User Management user management you will find a set of default roles.

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To add a new user role to the user management

  1. click on the Add Button;

  2. fill out the Edit Role dialogue Dialogue and

  3. click save Save.

If you want to edit an already existing Rolerole

  1. click on the role you wish to edit;

  2. adjust the profile in the Edit Role dialogue Dialogue and

  3. click on save Save.

Info

Keep in mind that changes to a Role will apply to all users that have been assigned this Role.

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To add a new group to the user management

  1. click on the Add Button in the Users tab;

  2. fill out the Edit Group dialogue Dialogue and

  3. click on save Save.

If you want to edit an already existing group

  1. click on the group you wish to edit;

  2. adjust the profile in the Edit Group dialogue Dialogue and

  3. click on save Save.

Info

Keep in mind that changes to a Group will apply to all users that have been assigned this group.

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Name

Function

Name (mandatory)

Name of the group

Description

Description of the group

Reference ID (read only)

Reference ID to the Groups, which will be automatically created after saving

Roles

Roles that will be set for every user of this group

Profile Assignments

Assigned profiles (see the instructions below on how to set them up)

Features

Buttons to assign access to individual features of the MIS to the group

Theme Configuration

Access to configuration of the theme

(Administration → System → Theme)

Data Collections

Access to data collections

File Management

Access to the File Management

(Administration → System → Files)

Navigation Configuration

Access to the configuration of the navigation bar

(Administration → System → Navigation)

User Management

Access to the User Management

(Administration → System → User Management)

Localization Management

Access to the Localization Management

(Administration → System → Translations)

Indicators

Access to the indicators

Scheduling Configuration

Access to the configuration of Scheduling

(Administration → System → Scheduling)

Value List Configuration

Access to the configuration of Value Lists

(Administration → System → Data Settings)

Layout Administration

Allowed to edit dashboards

Profiles

To add a new profile to the user management

  1. Go to the Profiles tab in the User user management;

  2. click on the Add Button;

  3. fill out the Edit Group dialogue Dialogue and

  4. click on save Save.

If you want to edit an already existing group

  1. click on the profile you wish to edit;

  2. adjust the profile in the Edit Group dialogue Dialogue and

  3. click on save Save.

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Name

Function

Code (read only)

Reference code to the Profile

Name (mandatory)

Name of the Profile

Description

Description of the Profile

Type

Type of ressource used for the reference (Currently it is onyl possible to create profiles referencing data collections)

Reference

Dropdown of all available references according to the selected type.

Display Question

Attribute which is displayed when assigning a profile to a user (in most cases it makes sense to select Name)

Enabled

Enables/Disables the profile

After setting up a Profile profile it needs to be either assigned to a Group group or an individual user. By editing a Group group or a User user you can do so under Profile Assignment.

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Name

Function

Profile (mandatory)

Dropdown of all available profiles

Type (mandatory)

Type of selection of the submissions of the data collection

All

Select all submissions

Select

Multipleselect

Reference (only if Select)

Dropdown of all submissions to the selected data collection in the profile

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