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    • DHIS2 Apps Sharing Settings - Individual Mode

    Owned by Henry Lopez
    Last updated: Jan 18, 2024 by Mario López
    4 min read

    The Individual Mode allows Users to configure the Sharing Settings for an individual Object.

    To Access to the Individual Mode, follow these steps:

    1. Click on the Individual Mode Tab. All Elements related to the selected objects will be displayed in a table (See Image 1)

    Image 1: Individual Mode Tab

    The Individual Mode Table presents the following columns:

    1. Name: Indicates the Name of the object.

    2. Public Access: Displays a ✅ icon for each permission type, if the object allows public access for both Data and Metadata, a double ✅ icon will be displayed. Ff the object lacks Public Access, a 🚫 icon will be shown.

    3. External Access: While the Sharing Settings App does not support external access modification, the current value of the External Access configuration is displayed in this column.

    4. Groups: The User Groups assigned to the object, detailing their corresponding permission types.

    5. Users: The Users assigned to the object, detailing their corresponding permission types.

    Access to the Sharing and Access Screen

    The Sharing and Access Screen allows users to modify the Sharing Settings of an object.

    To open the Sharing and Access Screen, follow these steps:

    1. Select an Object in the Side Menu.

    2. Select the Individual Mode Tab.

    3. Find the desired Object in the table.

    4. Open the Object Menu by clicking on the three dots located to the far-right (See Image 2).

    Image 2: Object Menu

    1. The Sharing and Access Screen will appear with the current configuration (See Image 3).

    Image 3: Sharing and Access Screen

    Please Note: The title of the window will display the Name of the selected Object

    Assigning Access to a User or User Group

    1. Select an Object in the Side Menu.

    2. Select the Individual Mode Tab.

    3. Find the desired Object in the table.

    4. Open the Object Menu by clicking on the three dots located to the far-right.

    5. Enter the name of a User or a User Group in the search field. The results that match the provided Name will be displayed, proceed by selecting one of the results.

    Image 4: Searching for a User/User Group

    1. Now, the Access Level can be assigned. The Options are the following:

      1. View Only: The User/User Group can only view the object while searching for it using the Maintenance App, but will not be able to open and edit the Object.

      2. View and Edit: The User/User Group can View and also Edit the Object using the Maintenance App.

    Image 5: Selecting the Access Level

    1. After selecting a User/User Group and defining the access level, use the Give Access button to add it to the Access list.

    2. The User/User Group will be displayed in the Access List, including a legend that indicates the access level.

    Image 6: Newly added permissions

    1. Return to the Individual Mode table by clicking the ‘Close’ button. The newly added User/User Group will appear in the column for the selected Object.

    Updating Access level for User/User Groups

    1. Select an Object in the Side Menu.

    2. Select the Individual Mode Tab.

    3. Find the desired Object in the table.

    4. Open the Objects Menu by clicking on the three dots located to the far-right.

    5. Search for the User/User Group Access you wish to modify.

    6. Click the Dropdown located to the far-right of the row. The following options will be displayed (See Image 7):

      1. View Only

      2. View and Edit

      3. Remove Access

    The current Access will be indicated by a green highlight within the dropdown menu

    Image 7: Updating a User’s Access level

    1. Update the Access level of the User/User Group by clicking on the desired option. The new Access level will be applied, close this window to check your changes.

    Image 8: Updated Access level

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