Difference between revisions of "Defining Roles, Permissions and Users"
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IMSMA<sup>NG</sup> allows information managers to control permissions for IMSMA<sup>NG</sup> functions through the management of users and roles. With multiple permission levels for the Workbench, for example, different users can be assigned different permissions, allowing programmes to implement a data-entry workflow that distinguisheses between data entry and data verification roles. It is recommended to set up a permission structure that reserves approval authority for field reports for the most trusted users. | IMSMA<sup>NG</sup> allows information managers to control permissions for IMSMA<sup>NG</sup> functions through the management of users and roles. With multiple permission levels for the Workbench, for example, different users can be assigned different permissions, allowing programmes to implement a data-entry workflow that distinguisheses between data entry and data verification roles. It is recommended to set up a permission structure that reserves approval authority for field reports for the most trusted users. | ||
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Revision as of 20:18, 21 February 2013
IMSMANG allows information managers to control permissions for IMSMANG functions through the management of users and roles. With multiple permission levels for the Workbench, for example, different users can be assigned different permissions, allowing programmes to implement a data-entry workflow that distinguisheses between data entry and data verification roles. It is recommended to set up a permission structure that reserves approval authority for field reports for the most trusted users.
| Table 6. Typical IMSMANG Roles | |
|---|---|
| Role | Description |
| Data Entry | Users whose primary function is to enter field reports and other data into the system. This role may or may not include the ability to approve field reports. |
| Data Verification | Users who typically perform quality checks on the data entered by Data Entry users. This role is often responsible for verifying the accuracy of the data entered and approving field reports. |
| Operations | Users who typically browse for information within IMSMANG to make operational decisions. Operations users may sometimes be grouped by function (for example, MRE, clearance or victim assistance). These users often perform searches for data, generate reports and analyze the data to support operational needs. |
| Systems Administrator | Users who perform information management-specific functions such as creating field report templates, designing reports, backing up and restoring data and other technical functions. |
| Guest | Users with essentially read-only access to browse data. |
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To add, change permissions associated with, or remove IMSMA roles, you must have access to the Role Admin permission |
Access to IMSMA functions are handled by the use of permissions. Permissions allow a user to view information related to a function, or view and change information related to a function. Roles are named groups of permissions that can be assigned to users. IMSMA includes several predefined roles that have one or more permissions assigned to them. The predefined IMSMA roles are Operations, System Administrator, Data Entry, and Guest.
| How To |
|---|
You can use the predefined roles as is, or you can change them to suit your needs. You can also add new roles or copy existing roles. The following sections provide information for performing these actions. The default permissions associated with IMSMA’s predefined roles and their descriptions are listed below:
| Table 37. Default Permissions for IMSMA Roles | ||
|---|---|---|
| Role Name | Default Permissions | Provides Access to... |
| Operations | Base Table Export | Export country structure, explosive ordnance, organisation, and place data. |
| Country Structure Mgmt | Add or change country structures and country structure levels. | |
| Data Inventory Manager | Add, change, and remove custom defined fields, custom option values, and data categories. | |
| Field Report | Add, save, submit, and delete field reports. | |
| Field Report Approve | Approve field reports. | |
| Field Report Export | Export field reports. | |
| Field Report Import | Import field reports. | |
| Field Report Reject | Reject field reports. | |
| Field Report Submit | Submit field reports. | |
| Form Template Design | Add, change, and remove field report templates. | |
| Form Template Publish | Publish field report templates. | |
| Handheld | Add, change, and remove handheld field report templates. | |
| Impact Scoring | Add, change, remove, and generate impact scores. | |
| Link | Add links between item records. | |
| Object Obsoletion | Toggle items in the Location View window between active and inactive. | |
| Explosive Ordnance | Add, change, and remove explosive ordnance. For this permission, you can also specify read-only access. | |
| Organisations | Add, change, and remove IMSMA organisations. For this permission, you can also specify read-only access. | |
| Places | Add and change IMSMA places. For this permission, you can also specify read-only access. | |
| Print the results. | ||
| Published Form Mgmt | Change the status of field reports and export field reports for the handheld. | |
| Reference System Manager | Add, change, and remove coordinate reference systems used by IMSMA. | |
| Reporting | Generate reports. | |
| Role Admin | Add, change, and remove roles and assign permissions to roles. | |
| Search | Locate item records that meet specified criteria. | |
| Task | Add, change, and remove tasks and work items. | |
| Theme Customisation | Assign subcategories (sub-themes) to themes displayed on the IMSMA Navigation window’s map. | |
| Theme Manager | Change IMSMA icons and map themes displayed on the IMSMA Navigation window’s map. | |
| User Admin | Add, change, and deactivate users. | |
| View Manager | Add, change, publish, and remove customised current views. | |
| XLS Import | Import field report data in .xls file format. | |
| System Administrator | Map Export | Export a map to an .apm file. |
| Map Import | Import a map into IMSMA. | |
| Data Entry | Field report | Add, save, submit, and delete field reports. |
| Ordnance (read-only) | View explosive ordnance. | |
| Organisations (read-only) | View IMSMA organisations. | |
| Places (read-only) | View IMSMA places. | |
| Print the results. | ||
| Search | Locate item records that meet specified criteria. | |
| Guest | Search | Locate item records that meet specified criteria. |
