• How do I create a new role?

  Click the ‘Create Role’ button at the top right of the Role Management tab. There are three main sections to be filled while creating new roles: Name: Name the new role Tool Access: Select the tools which this role will grant access to Data Access: Select whether this role will grant access to data from all data sources and geographies or select specific ones. You can also manage whether this role will grant a user the permission to download images and data from the platform. There iFew readers

• What is Public Access?

  You can use the publish access feature to publish a public dashboard to the general public who will be able to view these dashboards (not edit). The platform can track the name and date when an admin user publishes a public dashboard. How do I change the platform homepage for all users? You can change the default URL to change the homepage for all users. This might be a helpful feature for specific training or presentation to an external audience with restricted platform access. How do I chanFew readers

• What is a group?

  Groups make it easy to manage the access rights for many users at a time. All users in a group will get access to all of the roles, dashboards and alerts that are assigned to the group. For example, if you want to give view access to the Malaria Official Dashboard to District Health Officers, the best approach is to create a Group called “Malaria Official Dashboard for DHOs”, set the required permissions and add all the DHOs to the Group. The alternative, setting the permission of each DHO, isFew readers

• How do I manage a user’s roles and groups?

  Click on the user to access the “EDIT USER” tab as per below. You can delete existing user roles and groups or give users access to new roles and groups.Few readers

• How do I manage which dashboards and alerts a user has access to?

  Click on the user to access the “EDIT USER” tab as per below. You can delete existing user’s access to dashboards and alerts or give users access to new dashboards and alerts.Few readers

• How do I get to the Admin App?

  To access the Admin App, click on the menu button at the top right corner of your screen and then click on ‘Admin.’ This will take you to the Admin page where you will notice 4 tabs: Users: view and manage platform users or invite new users Groups: view and manage platform groups or create new ones Role Management: view and manage platform roles or create new ones Site Configuration: manage platform settings like the default homepage *Note all data displayed in this manual is publiclyFew readers

• How can I revoke existing API tokens?

  Currently tokens are set to live indefinitely but it’s possible to explicitly revoke a specific token via the same dialog that was used to generate the token. After revoking requests, using this token will start failing immediately. If you issue many tokens per account you may want to memorize what token ids were used to be able to distinguish between them when revocation is necessary.Few readers

• What is sitewide access?

  Sitewide access will allow a specific role to access ALL dashboards and alerts, however, the permissions around dashboards and alerts will be set. For example, a site administrator role will have access to edit all dashboards and alerts.Few readers

• What is site configuration?

  The ‘Site Configuration’ tab allows you to configure platform wide settings for all users like the default homepage and sign out behaviors.Few readers

• What is a role?

  A role is a position a user is assigned to on the platform based on the permissions they should be assigned on the platform in terms of data access and use. Defining the roles of users on the platform helps to replicate the existing roles of the organisation, and provide a platform to create additional roles for optimal analytics and data driven decision making.Few readers

• How do I know if I have system administration permissions in the platform?

  Click on the menu button and if you see an active “Admin” option, you have system administration permissions. If you are not supposed to be an Administrator, let another System Administrator know so permissions can be appropriately audited and revised.Few readers

• How do I create a new group?

  Click on the Groups tab which will enable the creation of a new Group Name and assigning the required Users, Roles or Dashboards & Alerts to the Group. You should think through why a new Group has to be created and the objective of the Group first, before creating a new Group. For example, a Group can be created for all analysts of the platform with edit permissions on all dashboards. ![](https://storage.crisp.chat/users/helpdesk/website/-/d/4/f/7/d4f7c910efb51000/82bc98bd-c6e1-4207-affc-54153Few readers

• What is the Summary of Access?

  Summary of Access, as the name indicates, provides disaggregated platform access for this Group in regards to Data Access, Item Access and Sitewide Item Access. For example, a Group created for all analysts will likely have full data access but restricted Item Access and Sitewide Item Access.Few readers

• How do I edit user details, reset the password of a user and delete an existing user?

  Click on the right hand side of the user row on the three dots and select the required option.Few readers

• How do I manage which users are in a group, which roles are assigned to a group and which dashboards and alerts group members get access to?

  Click on the Users / Roles / Dashboards & Alerts tab to add or delete users.Few readers

• What is Platform Administration?

  The Admin interface is used by administrators of the platform to manage user access and permissions. The interface allows administrators to give or revoke access to users, to create and manage user groups and to edit access and permissions levels for users on the platform. The Admin option is only available to users with administrative permissions, which can only be granted by another platform administrator.Few readers

• What happens if you assign multiple roles to a user or group?

  If you assign 2 roles to a user, the user will be given access to the tools and data granted by both roles. The more roles that are assigned to a user or group, the more access is given. For example if you had the following 2 roles: Role 1 granting Analyze tool access only, no Data Access including no ‘Data Export’ permission Role 2 granting Dashboard tool and all Data Access including all data sources, geos as well as data export access A user with both of these roles assigned would gaFew readers

• What is the Zenysis API?

  The Zenysis API can be used by developers to access integrated data in the Druid database. Rather than download data using the analytics platform, developers can access data from the database directly to support integrations or analytics in external applications.Few readers

• How can I leverage the Zenysis API?

  Generating a payload First, a Site Administrator will need to generate an API access token: Go to the “Admin” page, select a user for which you want to generate a token for (token will only allow same access as that user is allowed) Switch to the “API Token” tabs Click “Generate Access Token” Click “Copy” and save the token for future use Click “Save” - don’t miss this step, since that is what makes the token active A Site Administrator will share this access token with thFew readers

• How do I invite a new user to the platform?

  Access to the platform is by invitation only. Inviting a new user to the platform is done through the Admin App. At the top right of the Admin App, you will see an input box where you can enter a user’s name and email. Once you have entered these two pieces of information you can click ‘Invite.’ This will send an email invitation to the user to register their account. Invited users will be prompted to register their account by providing information such as their name, email and account passwordFew readers