Users and roles
Add someone
Section titled “Add someone”- Go to Configuration → Users.
- On the Users tab, click Add.
- Enter their email address.
- Choose their role - this controls what they can see and do.
- Save.
Sessions
Section titled “Sessions”- Go to Configuration → Users.
- Open the Sessions tab.
- The current Android field app version is shown above the list.
- Green means that login is on the current version. Amber means it is still allowed, but older than the newest release. Red means it is older than the required version.
- Click the person’s name to open their page.
If you can’t see this page
Section titled “If you can’t see this page”This area is limited to administrators. If Configuration → Users isn’t in your menu, ask an admin in your organisation to add the person for you.
Choosing a role
Section titled “Choosing a role”The role is the whole of the access decision, so it’s worth a moment’s thought rather than defaulting to the most permissive option. A field officer who only needs to collect data does not need payment approval; giving it to them makes your audit log less meaningful, not more convenient.
See Getting access for what the broad role categories cover.