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Managing users and their roles

Managing users and their roles

uSmart offers a flexible and robust system to control access to data insights based on user roles within groups. A group is a collection of datasets with users that have one of the roles below assigned to them.

Types of roles

Organisation level

Org Admin - “Super user” type of role: manage all users (add, delete, change roles), groups and datasets in an organisation.

Specific group level

Group Admin: manage users (add, delete, change roles) and datasets within a group, including specifying user access, create a new group.

Data Publisher: manage datasets within a group (create, update, publish, delete), including specifying user access. A Data Publisher can see other members in the group, including their email address and name.

Data Provider: update an existing dataset within a group - only data, no user access changes. A Data Provider can see other members in the group - only their name.

Data Viewer: view datasets within a group. A Data Viewer can’t see other members in the group.

Managing users

Adding users

Org admins and Group admins can add a user to a group - this will add them to the organisation too. The admin decides which role they assign to the new user. A user within an organisation can be a member of more than one group and they can have different roles in different groups.

When a new user is created and invited to a group and the organisation they will receive an email notification. They will be asked to set up their account with a password and 2FA (two-factor authentication) to ensure suitable security.

Removing users

Org admins and Group admins can remove users from groups. When a group admin removes a user from a group, the user stays in the organisation. They might stay a member of another group. Org admins can delete a user from the organisation - this removes them from any groups too.

Changing roles

Org admins and Group admins can change the role of a user in a group.

 

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