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.
Roles
In the tab Roles in the user management you will find a set of default roles.
Name | Function |
|---|---|
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. |
To add a new user role to the user management
click on the Add Button;
fill out the Edit Role Dialogue and
click Save.
If you want to edit an already existing role
click on the role you wish to edit;
adjust the profile in the Edit Role Dialogue and
click Save.
Keep in mind that changes to a Role will apply to all users that have been assigned this Role.
Name | Function |
|---|---|
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 |
Groups
By default there are four groups defined.
Name | Function |
|---|---|
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). |
To add a new group to the user management
click on the Add Button in the Users tab;
fill out the Edit Group Dialogue and
click Save.
If you want to edit an already existing group
click on the group you wish to edit;
adjust the profile in the Edit Group Dialogue and
click Save.
Keep in mind that changes to a Group will apply to all users that have been assigned this group.
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
Go to the Profiles tab in the user management;
click on the Add Button;
fill out the Edit Group Dialogue and
click Save.
If you want to edit an already existing group
click on the profile you wish to edit;
adjust the profile in the Edit Group Dialogue and
click Save.
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 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.
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 |
Keep in mind that a Profile of a group will be overwritten by the individually assigned user profile.
Additionally the profile needs to be assigned to a data collection where access should be restricted. Click here for instructions.
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