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Defining Roles, Permissions and Users

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IMSMA<sup>NG</sup> allows information managers to control {{Note | To add, change permissions for associated with, or delete 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 you must have permission structure that reserves approval authority for field reports for the most trusted users''Role Admin''.}}
TYPICAL IMSMA<sup>NG</sup> {{IMSMANG}} allows information managers to control permissions for {{IMSMANG}} functions through the management of Users and Roles.
[[Image:Approval buttons.png|center|500px]]
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''Permission to Save - Submit - Approve - Reject are controlled by which Role the User belong to''
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With multiple permission levels for the Approval process, for example, different users can be assigned different permissions, allowing Mine Action Programmes to implement a Data Entry workflow that distinguishes between Data Entry and Data Verification roles. It is recommended to set up a permission structure that reserves approval authority for Data Entry Forms for the most experienced users.
 
Some of the permissions have [[Change Permission Access Level | two different levels]]:
* Read-only
* Read and Write
{| class="wikitable"
! colspan="2" | Table 6. Typical IMSMA<sup>NG</sup> [[Recommended Roles and Permissions | Recommended ]]{{IMSMANG}} Roles
|-
! Role
|-
| Data Entry
| Users whose primary function is to enter field reports and other data into the systemData Entry Forms. This role may or may not include the ability to approve field reportsData Entry Forms.
|-
| 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 reportsData Entry Forms.
|-
| Operations
| Users who typically browse for information within IMSMA<sup>NG</sup> {{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 analyse the data to support operational needs.|-| Operator Administrator| User that is not working at the NMAA and has more permission than Data Entry users. These could be permissions that is needed after installation e.g. Reference system or permission to publish Data Entry Forms templates.
|-
| Systems IMSMA Administrator| Users who perform information management-Information Management / System administrator specific functions such as creating field report Data Entry Form templates, designing printing reports, backing up and restoring data and other technical functions.
|-
| Guest
| Users with essentially read-only access to browse data.
|-
|}
{{note| To add, change permissions associated with, or remove IMSMA roles, you must have access to the Role Admin permission}}
{{Note | Ensure that NMAA has '''exclusive''' control over user accounts and roles, Data Entry Form templates, the Data Inventory Manager and Auxiliary data.}} Access to IMSMA {{IMSMANG}} 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 {{IMSMANG}} includes several [[Predefined Roles | predefined roles that have one or more permissions assigned ]] with the installation. It is '''strongly''' recommended to customise these roles to themthe need of the Mine Action Programme. The predefined IMSMA It is of course also possible to add new roles or copy existing roles are Operations, System Administrator, Data Entry, and Guest.  
{{HowTo's
|[[HowTo:Access and Use the Role List Window]]|Access and Use the Role [[User List Window]]|[[HowTo:Use the Role Editor WindowPredefined Roles]]|Use the Role Editor Window[[Recommended Roles and Permissions]]
}}
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:
{| class="wikitable"! colspan="3" | Table 37{New_6. Default Permissions for IMSMA Roles0 |-! Role Name! Default Permissions! Provides Access to...5 new permission groups with Read only variations have been added:|-* Assistance classification| rowspan="25"| Operations* Cause classification| Base Table Export| Export country structure, explosive ordnance, organisation, and place data.|-| * Country Structure Mgmt| Add or change country structures and country structure levels. |-* Hierarchy manager| Data Inventory Manager* Needs classification| Add, change, and remove custom defined fields, custom option values, and data categories.}}|-| Field Report{{Note| Add, save, submit, 1st July 2016 it was reported that users must have ''Read 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 Write'' on Organisation 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| 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 order 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) be able 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 enter geographical data in .xls file format.|-| rowspan="2" | System Administrator | Map Export| Export a map to an .apm file.|-| Map Import| Import a map into IMSMA.|-| rowspan="5" | Data Entry| Field report| Add, save, submit, and delete field reportsForms.|Investigations are on-| Ordnance (read-only)| View explosive ordnancegoing. }}|-| Organisations (read-only)| View {{NavBox IMSMA organisations.|-| Places (read-only)| View IMSMA places.|-| Print| Print the results.NG Administration}}|-| Data Entry| Search| Locate item records that meet specified criteria.|-| Guest| Search| Locate item records that meet specified criteria.|}[[Category:NAA]]
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