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

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(Version 6.0)
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! Provides Access to...
 
! Provides Access to...
 
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| rowspan="29"| Operations
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| rowspan="33"| Operations
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| Assistance Classification
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| Add and change assistance classifications. For this permission, you can also specify read-only access.
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| Auxiliary Data Export
 
| Auxiliary Data Export
 
| Export country structure, explosive ordnance, organisation, assistance classification, cause classification, needs classification and place data.
 
| Export country structure, explosive ordnance, organisation, assistance classification, cause classification, needs classification and place data.
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|-
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| Cause Classification
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| Add and change cause classifications. For this permission, you can also specify read-only access.
 
|-
 
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| Country Structure Mgmt
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| Country Structure  
 
| Add or change country structures and country structure levels.  
 
| Add or change country structures and country structure levels.  
 
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| Data Entry Form Approve
 
| Data Entry Form Approve
 
| Approve Data Entry Forms.
 
| Approve Data Entry Forms.
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|-
 
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| Assistance Classification
 
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| Add and change assistance classifications. For this permission, you can also specify read-only access.
 
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|-
 
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| Cause Classification
 
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| Add and change cause classifications. For this permission, you can also specify read-only access.
 
 
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| Data Entry Form Export
 
| Data Entry Form Export
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| Form Template Publish
 
| Form Template Publish
 
| Publish Data Entry Form templates.
 
| Publish Data Entry Form templates.
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|-
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| Hierarchy Manager
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| Add, change, and remove levels for Country Structure, Assistance Classification, Needs Classification, and Cause Classification.
 
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|-
 
| Impact Scoring
 
| Impact Scoring
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| Add links between item records.
 
| Add links between item records.
 
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|-
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| Explosive Ordnance
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| Map Export
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| Add, change, and remove explosive ordnance. For this permission, you can also specify read-only access.
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| Export a map to an .apm file.
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|-
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| Map Import
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| Import a map into IMSMA.
 
|-  
 
|-  
 
| Needs Classification
 
| Needs Classification
 
| Add and change needs classifications. For this permission, you can also specify read-only access.
 
| Add and change needs classifications. For this permission, you can also specify read-only access.
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|-
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| Ordnance Classification
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| Add, change, and remove ordnance classifications. For this permission, you can also specify read-only access.
 
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| Organisations
 
| Organisations
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| Print
 
| Print
 
| Print the results.
 
| Print the results.
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|-
 
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| Published Form Mgmt
 
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| Change the status of Data Entry Forms.
 
 
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|-  
 
| Reference System Manager
 
| Reference System Manager
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| Add, change, and remove tasks and work items.
 
| Add, change, and remove tasks and work items.
 
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|-
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| Theme Customisation
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| Sub-Theme Customisation
 
| Assign subcategories (sub-themes) to themes displayed on the IMSMA Navigation window’s map.
 
| Assign subcategories (sub-themes) to themes displayed on the IMSMA Navigation window’s map.
 
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|-
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| Import a map into IMSMA.
 
| Import a map into IMSMA.
 
|-
 
|-
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| rowspan="6" | Data Entry
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| rowspan="9" | Data Entry
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| Assistance Classification (read-only)
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| View assistance classifications.
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|-
 +
| Cause Classification (read-only)
 +
| View cause classifications.
 +
|-
 
| Data Entry Form
 
| Data Entry Form
 
| Add, save, submit, and delete Data Entry Forms.
 
| Add, save, submit, and delete Data Entry Forms.
 
|-
 
|-
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| Ordnance (read-only)
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| Needs Classification (read-only)
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| View explosive ordnance.  
+
| View needs classifications.
 +
|-
 +
| Ordnance Classification (read-only)
 +
| View ordnance classifications.  
 
|-
 
|-
 
| Organisations (read-only)
 
| Organisations (read-only)

Revision as of 19:13, 12 February 2014

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 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 trusted users.

Typical IMSMANG Roles
Role Description
Data Entry Users whose primary function is to enter Data Entry Forms and other data into the system. This role may or may not include the ability to approve Data 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 Data Entry Forms.
Operations Users who typically browse for information within IMSMANG to make operational decisions. Operations users may sometimes be grouped by function (for example, education, 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 Data Entry Form 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

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:

Default Permissions for IMSMA Roles
Role Name Default Permissions Provides Access to...
Operations Assistance Classification Add and change assistance classifications. For this permission, you can also specify read-only access.
Auxiliary Data Export Export country structure, explosive ordnance, organisation, assistance classification, cause classification, needs classification and place data.
Cause Classification Add and change cause classifications. For this permission, you can also specify read-only access.
Country Structure 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.
Data Entry Form Add, save, submit, and delete Data Entry Forms.
Data Entry Form Approve Approve Data Entry Forms.
Data Entry Form Export Export Data Entry Forms.
Data Entry Form Import Import Data Entry Forms.
Data Entry Form Reject Reject Data Entry Forms.
Data Entry Form Submit Submit Data Entry Forms.
Form Template Design Add, change, and remove Data Entry Form templates.
Form Template Publish Publish Data Entry Form templates.
Hierarchy Manager Add, change, and remove levels for Country Structure, Assistance Classification, Needs Classification, and Cause Classification.
Impact Scoring Add, change, remove, and generate impact scores.
Link Add links between item records.
Map Export Export a map to an .apm file.
Map Import Import a map into IMSMA.
Needs Classification Add and change needs classifications. For this permission, you can also specify read-only access.
Ordnance Classification Add, change, and remove ordnance classifications. 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.
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.
Sub-Theme Customisation Assign subcategories (sub-themes) to themes displayed on the IMSMA Navigation window’s map.
Map Display Change IMSMA icons and map themes displayed on the IMSMA Navigation window’s map.
User Admin Add, change, and deactivate users.
Summary Manager Add, change, publish, and remove customised Summaries.
XLS Import Import Data Entry Form 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 Assistance Classification (read-only) View assistance classifications.
Cause Classification (read-only) View cause classifications.
Data Entry Form Add, save, submit, and delete Data Entry Forms.
Needs Classification (read-only) View needs classifications.
Ordnance Classification (read-only) View ordnance classifications.
Organisations (read-only) View IMSMA organisations.
Places (read-only) View IMSMA places.
Print Print the results.
Search Locate item records that meet specified criteria.
Guest Search Locate item records that meet specified criteria.

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