Differences

This shows you the differences between two versions of the page.

--- en:dashboard:getting_started [2021/05/28 07:00] – [Logging In] Mark Glover
+++ en:dashboard:getting_started [2023/01/13 02:17] (current) – [Setting up users from within mSupply] Mark Glover
@@ Line 14: / Line 14: @@
 === Store login permissions to determine data visibility ===
-The dashboards can be configured such data visibility is controlled according to the store login permissions of the user.  This can be an efficient way of managing dashboards.  Instead of having a large range of very similar dashboards where the only difference between them is the stores who's data is visible, you can have just one dashboard, where different users will see data according to the stores which they have permission to log in to.
+The dashboards can be configured such that data visibility is controlled according to the store login permissions of the user.  This can be an efficient way of managing dashboards.  Instead of having a large range of very similar dashboards where the only difference between them is the user / store who's data is visible, you can have just one dashboard, where different users will see data according to the stores which they have permission to log in to.
 === Flexibility ===
@@ Line 26: / Line 26: @@
 ----
 ==== Setting up Users ====
+=== Setting up users under Grafana ===
+It is possible to set up users under Grafana.  Grafana has documentation for this and will not be detailed here.  As dashboard access is likely highly correlated with store access within mSupply, it is not recommended to use this method, but to set up users from within mSupply.
+=== Setting up users from within mSupply ===
 You can login to the dashboard using your current mSupply login. An account is created for you automatically in the grafana system with standard viewer-level permissions.
-If you are to have an editor or administrator role, then Sustainable Solutions, or another administrative user, can set that up for you after you have logged in for the first time.
+If you are to have a Grafana editor or administrator role, then Sustainable Solutions, or another Grafana administrative user, can set that up for you in Grafana after you have logged in for the first time.
 <WRAP center round info 60%>
-The mSupply user must be configured to:
+To use the dashboard, an mSupply user must be configured to:
-  * **Login as a Desktop user**.  As at 2021-01-01, it is //not// necessary to have permission to **Use the Dashboard**, as that applies to the [[https://docs.msupply.org.nz/web_interface:dashboard_using|mSupply Legacy Web Dashboard]].{{:en:dashboard:pasted:20210118-053554.png}}
+  * **Use the Dashboard**.{{ :en:dashboard:pasted:20210118-053554.png?700 |}}
-  * Have a default store assigned to it.{{:en:dashboard:pasted:20210118-053737.png}}
+  * Have **Active** status enabled.{{ :en:dashboard:active_user_censored.png?700 |}}
+  * Enter an email address for the user.{{ :en:dashboard:email_user_entered_censored.png?700 |}}
+</WRAP>
-Other than these, no other special configuration of the mSupply user account is required.
+=== Data permissions governed by user store login permission ===
+It is recommended to configure dashboard such that the data visible is filtered according to the user's permission to log in to the store.  In this case, you will need to do some more configuration of the user in mSupply:
+<WRAP center round info 60%>
+  * Configure the user to be able to log in to the stores for which you want them to have access.{{ :en:dashboard:pasted:20220516-235034.png?700 |}}
 </WRAP>
+Other than these, no other special configuration of the mSupply user account is required - including any permissions in any of the stores.
 <WRAP center round important 60%>
@@ Line 60: / Line 71: @@
 </WRAP>
-When you log in you will see a suite of demo dashboards that we have configured for you - similar to the example below.
+When you log in you may see a suite of dashboards similar to the example below.
 This example is showing the 'Overview' Dashboard.\\ It is set to a Time Range of 'Previous year' \\