Differences

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--- en:dashboard:getting_started [2021/08/06 09:33] – image width styling Arpita Singh
+++ en:dashboard:getting_started [2023/01/13 02:17] (current) – [Setting up users from within mSupply] Mark Glover
@@ 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 |}}
-  * Desktop user has **Active** status enabled.{{ :en:dashboard:active_user_censored.jpg?1000 |}}
+  * Have **Active** status enabled.{{ :en:dashboard:active_user_censored.png?700 |}}
-  * Have a default store assigned to it.{{  en:dashboard:pasted:20210118-053737.png  }}
+  * 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%>