User role: Reporter

TABLE OF CONTENTS

• Page Access
• No access
• Adding a reporter
• Adding a user to a measure
  • Method 1: Unit Reports
  • Method 2: Assigning a user to a measure for the whole organization

The reporter is 

• the most common role for users,
• the user responsible for submitting data to the platform and confirming or,
• if reporting according to Four Eyes Principle, the one reviewing the data reported by collaborators, and approving the data.

Page Access

Reporters have access to the following:

• Data Reporting
• Analytics
  • Export
  • Tabulate: read access for shared tables.

No access

A reporter does not have access to the following:

• Data Reporting
  • Upload data
  • Manage Data Entries
  • Supervise Reporting
• Set-up
  

Adding a reporter

When creating a reporter take the following steps:

Step 1. As an user with access to application Setup, click your initials in the top right corner, select Company Setup, 

Step 2. Click Users in the top menu in the Company Setup view.


Step 3. Click +Add user and fill out the details of a specific user: Email, First name, Last name.

A reporter needs the following configuration:

Role groups - User.

Applications - Controlling.

Adding a user to a measure

There are two ways to assign a user to a measure. By default measures are connected to one or several org. units, and it is the supervisor or collaborators on that org. unit who are responsible for submitting and confirming the data.

Method 1: Unit Reports

Step 1. As an user with access to application Setup, click your initials in the top right corner, select Company Setup,

Step 2. Select Organization in the top menu.

Step 3. Click the Edit (pen) icon on an org. unit.

Step 4. Select which user you would like to assign as supervisor, the supervisor can then in the measure assign Collaborators to add data they themselves do not have access to.

Method 2: Assigning a user to a measure for the whole organization.

Step 1. As an user with access to application Setup, click your initials in the top right corner, select Company Setup,

Step 2. Select Measures in the top menu.

Step 3. Find the measure you would like to assign the user to be the reporter for.

Step 4. Click the pen (edit) icon on the measure.

Step 5. Select a user in the Reporter dropdown list to assign that user to that specific measure. For the option Unit reports, read more here.