11.1.1 Understanding Users, Roles, and Permissions

User Management Hierarchy:

Users → Roles (job functions) → Permissions (specific actions)

Key Concepts:

• User: Individual person with login credentials
• Role: Job function or position (e.g., “Epidemiologist”, “Data Entry Clerk”)
• Permission: Specific action a user can perform (e.g., “Create Cases”, “View Reports”)

Permission Model:

Users receive permissions through their assigned roles. Each role has a set of permissions that define what actions users in that role can perform.

Example:

• User: John Smith
• Assigned Roles: Epidemiologist, Contact Tracer
• Inherits: All permissions from both roles
  • From Epidemiologist: case management permissions
  • From Contact Tracer: contact tracing permissions

Result: User’s effective permissions = combined permissions from all assigned roles.

Users can have multiple roles:

• Assign a user to multiple roles to combine permissions.
• Example: “Epidemiologist” + “Supervisor” = investigation permissions + oversight permissions.

11.1.2 Viewing Users

Path: Settings → Users

User List Display: