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DEFINITIONS:

Authorities

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refer to access privileges

User Groups refers to groups of a user such as End Users and Administrators

User refers to

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(authorities) and User Groups (sharing) and User Setup

In order to keep DHIS2 as clean and organised as possible, User Groups and Roles should be defined to limit access to the features available in DHIS2.

User Roles

Several DHIS2 Authorities are required in order to be able to interact with the H2 Metadata and Data. The authorities will grant the users permission to different DHIS2 configurations and features.

Info

Please Note

If you’re using the PCA, you probably already have the necessary User Roles available in the server. Some are installed as the initial setup of the PCA, while others are installed as part of the HNQIS2 Metadata Package.

For Data Capture (Web and Android App)

A User Role for Data Capture should include the following Authorities:

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Web data capture

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Android data capture

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  • Apps:

    • Browser Cache Cleaner App

    • Dashboard App

    • Tracker Capture App

  • Tracker:

    • Uncomplete events

    • View event analytics

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  • Tracker:

    • Uncomplete events

Note: as of DHIS2 Android 2.6.2 a user do not needs any authority to capture DHIS2 tracker data

For Program Administration

Program Administration requires several Authorities depending on the needs of the Administrator. All the recommended Authorities are listed below:

Metadata authorities

Authority required to create edit metadata objects in the DHIS2 server.

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*Denote:

The Public access should only be provided for analyses such as Dashbaord. Maps and Visualisation.

Avoid providing Public access for Program-related Metadate, this function is reserved for HNQIS Administrators only.

The use of Public sharing: we normally recommend limiting the use of Public sharing only for analyses (Dashboard, Maps and Visualizations). We do not recommend the use of public sharing for program-related metadata, so editing of it is limited to the official HNQIS administrators.

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Metadata Object

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Authority

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Dashboard (for H2 Metadata Generation)

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  • Add/Update Public

  • Add/Update Private

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Data Element

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  • Add/Update Public*

  • Add/Update Private

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Legend Set

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  • Add/Update Public*

  • Add/Update Private

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Map (for H2 Metadata Generation)

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  • Add/Update Public

  • Add/Update Private

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Option Set

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  • Add/Update Public*

  • Add/Update Private

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Program

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  • Add/Update Public*

  • Add/Update Private

  • Delete

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Program Indicator

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  • Add/Update Public*

  • Add/Update Private

  • Delete

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Program Rule

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  • Add/Update Public*

  • Delete

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Program Stage

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  • Add/Update Public*

  • Delete

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ProgramStageSection

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  • Add/Update Public*

  • Delete

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Visualization (For H2 Metadata Generation)

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  • Add/Update Public

  • Add/Update Private

  • Delete

Other authorities

App access authority is required to administer H2 programs in a DHIS2 server.

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App

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  • Browser Cache Cleaner App

  • Dashboard App

  • Datastore App (Required if using Program Config App)

  • Maintenance App

  • Tracker Capture App (To check configurations)

  • Program Config App (Recommended)

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Tracker

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  • Manage program rule

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Import/Export

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  • Export metadata (Required if using Program Config App)

  • Import metadata (Required if using Program Config App)

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System

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  • View User (To assign Sharing Settings to other users)

User Groups setup (DHIS2 sharing)

User Groups in H2 are used to define the users that will be able to perform maintenance to the different H2 Programs (referred to as Admins) and the users that will be able to interact with said Programs (referred to simply as Users).

By default, the HNQIS2 Metadata Package includes two User Groups that can be used as templates for other groups: HNQIS2 - Admins and HNQIS2- Users.

Info

Please Note

If you’re using the PCA, the HNQIS2 Metadata Package (that also includes the base User Groups) can be installed/updated easily.

It is recommended to that a pair of Groups for Admins and Users is created for each use case. For instance, it is a common practice to separate Checklists by country, meaning that a group of three countries: Kenya, Zimbabwe and Angola; should have the following sets of User Groups:

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Kenya (KE)

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Zimbabwe (ZW)

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Angola (AO)

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  • KE HNIQS2 - Admins

  • KE HNQIS2 - Users

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  • ZW HNIQS2 - Admins

  • ZW HNQIS2 - Users

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  • AO HNIQS2 - Admins

  • AO HNQIS2 - Users

If your server includes a multi-country setup, it is a good practice to include the ISO code of the country as a prefix for each User Group.

After the User Groups are created, the Sharing Settings of the H2 Programs should include a configuration as follows:

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User Group

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Metadata Settings

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Data Capture Settings

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Admins

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Can Edit and View

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Can Capture and View

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Users

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Can View only

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Can Capture and View

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the End Users in most cases the Quality Supervisor or Supervisor

Roles refer to access privileges such as access to DHIS2 applications, adding, editing and deleting objects.

Object refers to programs, data elements, option sets and other configurable elements within DHIS2

DHIS2 offers a powerful user management system that provides the creation of both User and User Groups.

User Groups are a collection of individual Users that provides access to a predefined range of metadata and data from DHIS2 to all Users within the User Group, while User applies to a specific individual/person.

In the following pages, we provide more details on both types.

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