Note: This article is intended solely for administrators who use the Access panel. If you are not an administrator, you will not be able to access this feature. Please explore our other knowledgebase articles for more information.
Overview
Administrators are individuals designated by a project team to invite and manage users in their region. Specifically, administrators 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 inside, you will have access to all existing users as well as a list of pending invitations. You’ll also find 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:
To invite new users, follow these steps:
Click 'Invite Users' at the top-right corner of the interface.
Enter the email address(es) of the user(s) you wish to invite.
Tip: Press the 'Enter' key after each email address to ensure it is formatted correctly.Select the user group to which the new user(s) should be assigned.
(Optional) Enter a message – This step is not required, as the invitation email already includes instructions for signing up and a temporary password. However, you can add an additional message to invitees if needed.
(Optional) Set an Expiration Date – You may choose to provide temporary access to new users. This is useful when adding third parties (e.g., contractors or consultants) who should only have access to the dataset for the duration of their contract.
Click 'Send Invitations' – You can verify if the invitations were sent correctly by checking the Pending Invitations section in the Access panel.
Creating Permission Groups
Administrators are responsible for ensuring that users granted access to datasets comply with the license conditions of any third-party data providers.
All new users will automatically 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 access either at the folder level or dataset level.
(Example: You can collapse a folder, such as the "Socio-demographics" folder, to select specific datasets within it.)Tick the checkboxes next to the datasets or folders to grant access, then decide whether the group should have View or View & Download access.
Note: Download access allows users to export the data.Once configuration is complete, type "confirm" into the box at the bottom of the page and click 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!