How add/remove users permissions from Site level

Modified on Mon, 08 Apr 2024 at 03:46 PM

The ability to add and manage user rights is reserved only for people who have been assigned such functions.

If you do not have the appropriate permissions, please contact the person who manages the program in your center.

Important: User permissions are strictly assigned to roles. Permissions are granted by adding or editing a "Role" not a "User"(like it was previously). Permissions cannot be changed or added by entering individual users.

If you are a user with Manager functions: 

1. Open: "Management"

    Click on the gear symbol in the lower left corner of the screen.

2. Open "Roles"

You can add a new role by clicking "+" icon or by hovering your mouse over the three dots to the right of an existing role you will be able to "Edit", "Delete", "Dashboard creator" and check the history of the role.

Important: here you have information on which level the role has been created. If it was created at the Organisation level you will not be able to edit, create a dashboard or delete it. You can only check the history by hovering your mouse over the three dots.

If the role was created from the site or you are creating a new role you can add or remove selected permissions by checking or unchecking them. To do so, expand individual categories.

Note: There is a radiobutton, and if you want to assign the applied changes to all users in this role, activate it

Select: "Save"

Every user assigned to the role, eg Doctor, will have the same permissions.

Roles, however, can be freely shaped both by adding a role that will be assigned only to a specific function / person and by editing the permissions of a specific role.  

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