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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 section in the navigation.

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

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Name

FunctionDescription

Manager

Users with the manager role can see, edit and approve all data submissions. They can also create indocator updates.

Viewer

Users with the viewer role can see everything.

Admin

Users with the admin role are able to create, edit and delete everything.

Reporter

Users with the reporter role can submit new submissions for data collections.

Approver

An approver is allowed to approve and archive submitted submissions.

User

Any normal user needs view access to the Unit.

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Info

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

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Name

FunctionDescription

Code (mandatory)

Code of the user role

Name (mandatory)

Name of the user role

Description (mandatory)

Description of the user role

Permissions

Allocation of permissions to system ressources

Creation Time (read only)

Creation time of the user role

Author (read only)

Author of the user role

Modification Time (read only)

Modification Time of the user role

Last Modifier (read only)

Last Modifier of the user role

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By default there are four groups defined.

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Name

FunctionDescription

Administrators

Administrators have rights to view and edit everything.

Data managers

Data managers have rights to view and edit everything except for data structures and administration.

Data viewers

Data viewers have rights to view all data and indicators but cannot edit anything.

Data reporters

Data reporters can view indicators. Their access to data collections is set individually: For users assigned to the ‘Data Reporters’ group, individual roles must be added per system section (e.g. Viewer or Manager).

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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

FunctionDescription

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

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  1. click on the profile you wish to edit;

  2. adjust the profile in the Edit Group Dialogue and

  3. click Save.

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Name

FunctionDescription

Code (read only)

Reference code to the Profile

Name (mandatory)

Name of the Profile

Description

Description of the Profile

Type (mandatory)

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

Reference (mandatory)

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 it needs to be either assigned to a group or an individual user. By editing a group or a user you can do so under Profile Assignment.

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Name

Description

FunctionExample

Profile (mandatory)

Dropdown of all available profiles

Profile Country

Type (mandatory)

Type of selection of the submissions of the data collectionprofile attributes

→ All

Select all submissionsprofile attributes

Ghana, Senegal, Kenya, Namibia, Ethiopia

Select

Select individual profile attributes

MultipleselectGhana

Reference (only if Selectmandatory)

Dropdown of all submissions to the selected data collection in the profileprofile attributes

Note

Keep in mind that a Profile of a group will be overwritten by the individually assigned user profile.

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