Adding Users

Workspace and Project Administrators can add users to all projects and projects they are administrators for, respectively. Workspace Admins have access to all projects in the workspace and thus can add users to any project in the workspace. Project Admins can add anyone to their assigned projects.

A user can be given multiple user roles. The roles are separated into three broad categories: Managers, Guests, and Collectors.

User access is restrictive in Dharma to ensure data security and privacy. The following table outlines the user roles expected for the Dharma implementation, including a description, what the role has access to, and who is expected to be assigned that role in this implementation.

User Roles

User Role	Role Description	Access to:
Workspace Admin	Owns the workspace in Dharma. Manages all projects in the workspace. Main administrator role.	Everything within the workspace
Project Admin	Owns projects that you have been given access to by the Workspace Admin	Everything within the project: Settings, Form Builder, Data, Results
Collaborator	Helps to create the form. Can add translations	Form Builder
Researcher	Has access to the downloadable data for further analysis	Results page, and can download raw data
Guest	Can view data for a project, but cannot download data	Results page. Can view graphs and charts, but do not have access to the export button
Data Manager	Manages Data Collectors. Has the ability to lock/unlock/edit/delete records	Data, but can only view assigned project
Staff Manager	Manages Collectors - can add/remove/reassign Collectors	Settings - Users, Tracking
Collector	Collects data	Data that they have collected

User Management

This tab allows user managers to view, add, edit and import all users in the project.

Add users

All user types can be added in the User Management tab.

Users need to be added as Project Administrators if they will oversee updating the projects by disaster.

To add any new user type.

Click into the project of interest in the list of available projects in the workspace
Click on ‘Settings’
At the left side menu, expand ‘Users’, then click on ‘User Management’
Select ‘Add New User’ button

Enter the name and email address of the user. Choose any additional permissions via the toggle buttons. For example, if the user needs to be both Project Administrator and Collector, toggle ‘Project Administrator’ and ‘Collector’. Then the Site/Group/Team information will become available.

The default site is ‘No site assigned’, but make sure to select the Dharma HQ site that is available from the dropdown. For projects that are duplicated, there will be only one site available, so please make sure to select that site. Collectors will not have access to the forms for data collection unless assigned to a site.

Edit Users

There are two ways to edit users on this tab.

Individually by clicking on the specific users edit button (pencil icon).
- This allows for any role to be changed.
In bulk by selecting all users you wish to edit.

To edit in bulk first select all the users you wish to edit. Simply click the checkbox button on the left side of the row. You can also select all (and deselect all) users on the page by clicking the checkbox on the header row. If you select all on a page then the option to “Select All” in the project will appear.

Then select what role you want to apply to the selected users.

Once a role has been selected you must choose what action you want to perform either “Add role to Selected Users” or “Remove Role From Selected Users”.

The guest role requires the selection of an associated site.

Any collector roles added this way will always assign the default (or first) site.

Then just click apply and wait for the users to be updated. This may take some time depending on the number of users being edited.

Filter Users

The User Management tab has the ability quickly find or sort your users.

To sort the list of the users click the “Add Filter” button which is located at the top button group.

A dialog will appear, where you can toggle what roles to filter by and click save to complete. The table and all pages will be updated with the filter. Edit existing filters in the same way.

Import Users

The User Management tab allows the bulk uploading of users with any of Dharma Platforms roles. This is the quickest way to get multiple new users into your project.

Start by downloading the bulk user template which can be accessed by the download button on the right side of the button group at the top of the tab.

This will download a CSV (comma separated values) file named “template.csv”.

Then simply edit this file in excel or what ever text editor you prefer.

In the file set the required fields email, first name and last name for each row. Then you can specify what roles that user has by entering a “yes” or “true” in the associated column. All empty role column’s will be ignored. Note that both collector and guest roles will choose the default site.

Save your template file with whatever name you choose. Upload that CSV file by clicking on the “Bulk User Upload” button and selecting your file.

A confirmation dialog will appear where you can verify your choices, simply click the “Ok” button to import the users.

Guests

Guests can be added under Users > Guests. Click the ‘Add Guest’ button and enter name and email address.

If there are multiple sites on a project, guests can be added to different sites.

Collectors

All data collectors/volunteers must be assigned to the ‘Collector’ user role to ensure they have access to collect data for the particular disaster.

Collectors can be added individually today in two ways:

Using the ‘Add collector’ button underneath a selected site. (Settings > Users > Collectors > Dharma HQ > Dharma HQ Default Group > Dharma HQ Default Group Default Team)
The ‘Add collector’ button underneath the ‘Unassigned Collector’ heading.
1. No site will be selected by default so you must specify the users Site, Group and Team.

User Management Print