Note: This article is intended only for administrators who use the Access panel. If you are not an administrator, you will be unable to access this feature, so please check out our other knowledgebase articles.
Overview
Administrators are individuals selected by a project team to invite and manage users in their region. Specifically, admins can:
Invite other users to the platform
Create user permission groups
Edit permissions for existing users
Grant or restrict the visibility of datasets
Grant or restrict the ability to export datasets
The Manage Access panel is accessible via the main navigation bar on the left-hand side of the interface. Once accessed, you can access all existing users and also a list of pending invitations. You'll also see some embedded guidance on the right-hand side of the All Users page.
Inviting users
To invite new users, simply click 'Invite users' at the top right of the interface.
There's some embedded guidance on the right-hand side:
Step 1: Enter the email address(es) of the user(s) you wish to invite
Tip: hit 'Enter' key after each email address to ensure it is formatted correctly
Step 2: Select the user group which the new user(s) should be assigned to.
Step 3 (Optional): Enter a message - this is not required as the invitation email will already have details of how to sign up and a temporary password. Use this if you wish to add an additional message to invitees.
Step 4: (Optional): Set Expiration Date - Choose to provide access to new user for a limited time period. This is useful when adding third parties (e.g. contractors or consultants) who should only be given access to the dataset for the duration of their contract.
Step 5: Select 'Send Invitations' - you can now check if these were sent correctly by going to Pending Invitations in the Access panel.
Creating Permission Groups
It is the responsibility of the administrator to ensure that users granted access to a dataset meet the license conditions of any third party data providers.
All new users will be able to upload and view their own datasets.
You must select a permission group when you invite new users to the platform. There are default groups created by Advanced Infrastructure, or you can make your own.
To create a permission group, go to the 'Manage Access' tab and click "Create a new group".
Configure the access at either folder-level or dataset-level (click on a folder to collapse into each dataset - example above with the Socio-demographics folder).
Tick the checkboxes next to datasets or folders to grant access, then configure whether the group should have 'can view' or 'view & download' access. Download will allow users to export the data.
Once finished, type 'confirm' into the box at the bottom and select 'Apply changes'.
Managing user-uploaded datasets
When a user uploads a local dataset to the platform, it won't be visible in the Data Explorer to any other users (unless they select 'Share dataset with other users', which will share the dataset with all other users within that local authority).
However, administrators can manage which individuals can view that dataset from the admin panel, in the 'Manage user uploaded datasets' section:
Click 'Change permissions' next to any dataset, then choose which users can view or edit that data. Don't forget to click 'Apply Changes' once you've made your selections!