Difference between revisions of "Defining Roles, Permissions and Users"

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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.
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TYPICAL IMSMANG Roles
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{{note| To add, change permissions associated with, or remove IMSMA roles, you must have access to the Role Admin permission}}
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Permissions allow a user to view information related to a function, or view and change information related to a function.
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Roles are named groups of permissions that can be assigned to users.
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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.
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|[[HowTo:Use the Role Editor Window|Use the Role Editor Window]]
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{{HowTo's
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|[[HowTo:HowTo:Access and Use the User List Window|Access and Use the User List Window]]
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|[[HowTo:Use the User Editor Window|Use the User Editor Window]]
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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:
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Table 37. Default Permissions for IMSMA Roles
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Role Name Default Permissions Provides Access to...
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Operations
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Operations Base Table Export
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Combo Box Mgmt
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Country Structure Mgmt
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Data Inventory Manager
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Field Report
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Field Report Approve
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Field Report Export
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Field Report Import
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Field Report Reject
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Form Template Design
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Handheld
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Impact Scoring
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Link
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Object Obsoletion
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Ordnance
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Organisations
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Places
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Print
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Published Form Mgmt
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Reference System Manager
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Reporting
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Role Admin
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Search
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Theme Manager
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User Admin Export country structure, explosive ordnance, organisation, and place data.
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Add, change, and remove option values.
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Add or change country structures and country structure levels.
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Add, change, and remove custom defined fields, custom option values, and data categories.
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Add, save, submit, and delete field reports.
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Approve field reports.
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Export field reports.
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Import field reports.
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Reject field reports.
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Add, change, and remove field report templates.
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Add, change, and remove handheld field report templates.
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Add, change, remove, and generate impact scores.
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Add links between item records.
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Toggle items in the Location View window between active and inactive.
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Add, change, and remove explosive ordnance. For this permission, you can also specify read-only access.
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Add, change, and remove IMSMA organisations. For this permission, you can also specify read-only access.
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Add and change IMSMA places. For this permission, you can also specify read-only access.
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Print the results.
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Change the status of field reports and export field reports for the handheld.
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Add, change, and remove coordinate reference systems used by IMSMA.
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Generate reports.
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Add, change, and remove roles and assign permissions to roles.
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Locate item records that meet specified criteria.
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Change IMSMA icons and map themes displayed on the IMSMA Navigation window’s map.
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Add, change, and deactivate users.
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System Administrator Map Export
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Map Import Export a map to an .apm file.
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Import a map into IMSMA.
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Data Entry
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Data Entry Field report
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Ordnance (read-only)
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Organisations (read-only)
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Places (read-only)
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Print
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Search Add, save, submit, and delete field reports.
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View explosive ordnance.
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View IMSMA organisations.
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View IMSMA places.
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Print the results.
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Locate item records that meet specified criteria.
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Guest
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Search Locate item records that meet specified criteria.

Revision as of 21:42, 29 November 2012

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.

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.
Note.jpg To add, change permissions associated with, or remove IMSMA roles, you must have access to the Role Admin permission

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
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












Operations Base Table Export


Combo Box Mgmt

Country Structure Mgmt


Data Inventory Manager


Field Report

Field Report Approve

Field Report Export

Field Report Import

Field Report Reject

Form Template Design

Handheld


Impact Scoring


Link

Object Obsoletion


Ordnance


Organisations


Places


Print

Published Form Mgmt


Reference System Manager

Reporting

Role Admin


Search


Theme Manager


User Admin Export country structure, explosive ordnance, organisation, and place data.

Add, change, and remove option values.

Add or change country structures and country structure levels.

Add, change, and remove custom defined fields, custom option values, and data categories.

Add, save, submit, and delete field reports.

Approve field reports.

Export field reports.

Import field reports.

Reject field reports.

Add, change, and remove field report templates. Add, change, and remove handheld field report templates.

Add, change, remove, and generate impact scores.

Add links between item records.

Toggle items in the Location View window between active and inactive.

Add, change, and remove explosive ordnance. For this permission, you can also specify read-only access.

Add, change, and remove IMSMA organisations. For this permission, you can also specify read-only access.

Add and change IMSMA places. For this permission, you can also specify read-only access.

Print the results.

Change the status of field reports and export field reports for the handheld.

Add, change, and remove coordinate reference systems used by IMSMA.

Generate reports.

Add, change, and remove roles and assign permissions to roles.

Locate item records that meet specified criteria.

Change IMSMA icons and map themes displayed on the IMSMA Navigation window’s map.

Add, change, and deactivate users.

System Administrator Map Export

Map Import Export a map to an .apm file.

Import a map into IMSMA.

Data Entry





Data Entry Field report

Ordnance (read-only)

Organisations (read-only)

Places (read-only)

Print

Search Add, save, submit, and delete field reports.

View explosive ordnance.

View IMSMA organisations.

View IMSMA places.

Print the results.

Locate item records that meet specified criteria.

Guest Search Locate item records that meet specified criteria.

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