The country/workspace admin can manage all users via the user administration menu shown below.
The filter option allows you to quickly find any user, agency, username, email, functional title, country/workspace, etc.
As a workspace admin, you may edit the role of a user or delete the user from your workspace by using the edit or delete buttons as shown below.
Update the relevant information for the user and click the Save button when you are done.
Please, ensure you want to do this before proceeding. Also note that deleted users would lose access to any plans/surveys they were working on.
To remove a user from the country workspace, go to the “Users” link in the left navigation of your workspace. Hover over any user to get the option of Delete. Click on Delete to delete the user.
Manage access to the system for authorized users by assigning permissions to different roles. Country workspace administrators can further update and/or edit existing functions or add multiple roles to a user.
You may go to the Users tab in the left navigation of your workspace select the user to edit and follow the steps as shown below:
A “registered” user status indicates the user is yet to click on the activation email sent to the email address they provided during registration. All users who have clicked on the activation email link would have their status reflect “active”.
In the unlikely event the user does not see the activation email in the inbox, please check your spam folder. If the email is not in there, you may proceed to reset your password by using the forgot password option on the website.
| Roles | Predefined permissions |
|---|---|
Global Data Cleanup
Domain: (all) Archive a location; Batch create locations; Create a new location; Export locations to csv; Import locations from csv; Get entities for a location; Merge locations; Soft delete location; Unarchive a location; Update location; Archive an organization; Batch create organizations; Create a new organization; Get entities for an organization; Merge organizations; Soft delete organization; Unarchive an organization; Update organization
Common Premises Roles
Common Premises Viewer
Domain: (Common Premises) Create a new comment; Update comment; View contact by id; View a file document; Get entities for a location; Get entities for an organization; Search plans; Search plan entities; Search parent child plan entities; Search plan document; View plan; View plan entity; Get users linked to a plan
Task Team on Common Premises
Domain: (Common Premises Create a new comment; Update comment; Get users linked to a plan; Search plans; Search plan entities; View plan; View plan entity
Premises Validation Focal Point
Domain: (Common Premises) Create new plan entity; Create a new comment; Update comment; Get users linked to a plan; Search plans; Search plan entities; Soft delete plan entity; Update plan entity; View plan; View plan entity; Claim Common Service Manager; Unclaim Common Service Manager
Quality Assurance
Domain: (Common Premises) Create a new comment; Update comment; Get users linked to a plan; Search plans; Search plan entities; View plan; View plan entity; Update entity Prototype complete; Flag
