19.4 Manage user roles

19.4.1 Create a user role

  1. Open the Users app and click User role .

  2. Click Add new .

  3. Enter a Name , for example “Super user” or “Admin user”.

  4. Enter a Description .

  5. In the Data sets section, double-click the data sets you want the user role to have access to.

  6. In the Programs section, double-click the programs you want the user role to have access to.

  7. Authorities section, double-click the authorities you want to give to the user role.

  8. Click Add .

Tip

You can select multiple data sets, programs or authorities:

  • One by one: press the Ctrl key and click the items one by one, then click the right arrow.

  • In a series: press the Shift key and select the first and last item in the series, then click the right arrow.

19.4.2 Edit user objects

  1. Open the Users app and find the type of user object you want to edit.

  2. In the object list, click the relevant object and select Edit .

  3. Modify the options you want.

  4. Click Save .

19.4.3 Delete user objects

  1. Open the Users app and find the type of user object you want to delete.

  2. In the object list, click the relevant object and select Remove .

  3. Click OK to confirm.

19.4.4 Display details of user objects

  1. Open the Users app and find the type of user object you want to view.

  2. In the object list, click the relevant object and select Show details .

19.4.5 Change sharing settings for user objects

  1. Open the Users app and find the type of user object you want to modify.

  2. In the object list, click the relevant object and select Sharing settings .

  3. (Optional) Search for a user group and select it, then click the plus icon. The user group is added to the list.

  4. (Optional) Select External access (without login) .

  5. Change the settings for the user groups you want to modify.

    • None

    • Can view : Everyone in the user group can view the object

    • Can edit and view : Everyone in the user group can view and edit the object

  6. Click Save .