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Users and roles

  1. Go to Configuration → Users.
  2. On the Users tab, click Add.
  3. Enter their email address.
  4. Choose their role - this controls what they can see and do.
  5. Save.
  1. Go to Configuration → Users.
  2. Open the Sessions tab.
  3. The current Android field app version is shown above the list.
  4. 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.
  5. Click the person’s name to open their 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.

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.