19.2 Workflow

  1. Define the positions you need for your project and identify which tasks the different positions will perform.

  2. Create roughly one user role for each position.

  3. Create users.

  4. Assign user roles to the users.

  5. Assign the users to organisation units.

  6. Assign data sets to the user role.

  7. (Optional) Group users in user groups.


For users to be able to enter data, you must add them to both a data set and an organisational unit level.