This feature allows you to set up and manage default and custom roles and permissions for different user groups on your deployment. Each deployment has a default “Admin” and "Member" role, which cannot be deleted. The default “Admin” role allows for full control over ALL functionality on your deployment, while the default "Member" role only grants access to edit their own posts. "Member" role can be edited to update the permissions. "Admin" role cannot be edited to update the permissions.
The setup in this guide is demonstrated in the below video as well. You can watch and follow the guide at the same time!
Video coming soon
To access the roles management page, on the sidebar, click on Settings
Then, click on Roles
You’ll be redirected to a page with a list of all existing roles - default & custom roles (created by admins if any exist).
To add a custom user role, click on the yellow Add icon
Add the following details
Name: Provide a name for this new custom role
Description: Provide a brief description of what/who this custom role has been created for
Set your permissions. Below is a brief breakdown of what permissions get granted to users on selecting the options provided.
Manage Users: Allows for;
Viewing Users
Adding, Editing, Deleting Users
and Changing roles for Users
Manage Posts: Allows for;
Viewing posts
Editing and Deleting Posts
Publishing posts (Setting specific audiences to view )
Adding posts to collections
Creating new collections
Manage Settings: Allows for managing;
General Settings
Map Settings
Data Sources
Surveys
Categories
Bulk Data import and Export: Allows for upload of data via CSV files and exporting files.
Edit their own posts: Allows for editing of posts submitted by user
Manage collections and saved searches: Allows for
Addition posts to all saved searches/collections on
Removing posts from all saved searches/collections
Editing all saved searches/collections
Deleting all saved searches/collections
Click on Save.
To edit a role, click on a role from the list provided to you.
Next:
On redirection to the edit page, make your desired changes to the role (i.e fill out details as directed in the Add role section)
Click on Save to update the role.
To delete a role, click on a role from the Roles management list page
Then, click on the Delete button at the bottom of the page
A pop up box will appear on the top of the page, prompting you to confirm whether you would like to delete the custom role. If:
You would like to proceed with deletion, click on Delete
You would not like to proceed with deletion, click on Cancel
Video coming soon
To access the User management page, on the sidebar, click on Settings
Then, click on Users
Then:
You’ll be redirected to a page with a list of all existing users on your deployment
If you are an ushahidi.io user, you should see the the user you created on set up listed on this page. If you are an ushahidi open source user, every installation comes with a default username: admin and password: admin123
From here, you can search for users either by name or by custom role
To add a new user, click on the yellow icon as shown below
Fill out the details below
Display Name: This is the name that will be displayed
Email address: This is the email address that will be tied to this new user’s account, and will be used to log in.
Password: Set a strong and secure password for your new user. Each password must have at least 7 characters
Role: Choose the level of administration access you would like this user to have
Click on Save to create one.
To edit a user, click on the user you intend to edit from the user list page
You should be able to edit the user’s display name, email address, password and user role from this page.
Click on save when done.
Similarly, you can delete multiple users at once from the user management page, or from the individual user edit page.
To delete a single user, from the individual user edit page. Click on the user you intend to edit from the user list page.
Click on Delete User
A pop up box will appear on the top of the page, prompting you to confirm whether you would like to delete your user
Click on Yes, delete to delete your user
If you’d like to cancel the user deletion process, click on No, go back
To delete a multiple user, from the User management page:
Click on the bulk actions button
Check/select the users to delete
Click on the delete button or icon
A pop up box will appear, prompting you to confirm whether you would like to delete your users
Click on Yes, delete to delete your user
If you’d like to cancel the user deletion process, click on No, go back
In some cases, we’ve seen large groups of people teaming up to work on managing data on Ushahidi deployments. This section describes how to create and manage custom roles and users on your deployment.
Adding Roles
Editing Roles
Deleting Roles
Adding Users
Editing Users
Deleting Users