Creating new users and roles

- Creating new users and roles - This section will describe how to add new users to the DHIS 2 - application. -

- Open User Menu - To create or find a user begin with clicking on the ‘user’ module - displayed in the drop down menu of the Maintenance module located on the - main tool bar on the top part of the displayed screen. - - Select Users menu item - - - - - - - User names already registered will appear as a list as seen in the screen shot below. - - Search by user name - - - - - - - You can search for specific user names in the user list by - entering the name in the ‘filter by user name’ field as shown - above. -

- Define a new role - As part of creating a user name you are required to define the user - role. Do so by clicking on the ‘user role’ appearing on the left side of - the displayed screen. This will lead you to the Role Management page where you will have - to click on Add new to create a new role. - - Add new user role - - - - - - - The following screen will open and here in the first text box you - need to give Name of the Role such as Super User, Admin User, etc. The - second text box called ‘Description’ gives more information about the - type of User Role that is being created for e.g. State Admin User, - District Data Entry. - - Role maintenance page - - - - - - - Next you will specify the particular data set(s) that are to be - made available to the particular role. You will also need to specify the - type of ‘authority’ to be given to the particular user. For each of the - three options namely Datasets, Reports and Authorities user can select - multiple options from the scroll down menu provided against each field. - A user can choose multiple options either by moving them - one-by-one. - In order for particular users to be able to enter data, you must - add them to both a dataset as well as an organisational unit level. You - can also select multiple datasets individually by pressing the Ctrl key - on the keyboard and clicking on individual datasets. - Finally when you have entered the required fields click on - Save which is located on the lower part of the - displayed screen. The desired user role and related authorisation will - be saved to the database, and can then be assigned to a particular - user. -

- Add New User - Under particular user role there can be more than one user. To add - new users go to the User options under the Maintenance module. - To add a new user, just follow these steps: - - - Click on the Add New button. - - - Enter New User details like User name, Password, Confirm password, Surname, First name and Email in new user’s option tabs. - - - Click on Add button for confirmation of - new user details and follow the user error while creation of new - user. - - - The recently created new user can be seen in main’ User - management Screen - - - You can edit (like password, surname….etc) and delete the - details of new/old users by selecting corresponding User’s - Edit and Delete - Buttons. - - - Click on Save tab after editing all - details of a particular selected user. - - User management screen - - - - - - - - -

+ Once you have started DHIS2, either on-line or off-line, the displayed + screen will prompt you to enter your registered username and +password. After entering the required information click on log-in button + to log into the application. The default user name and password are 'admin' and 'district'. They should be changed immediately upon logging on the first time. + + + + + + You can select the language which you wish to display DHIS2 in from the "Change language" dialog box at the bottom of the screen. Not all languages may be available. + Should you have forgotten your password, you can click on the "Forgot password?" link. You must have informed DHIS2 of your email address and the server must be properly configured to send emails. + If you want to create your own account (and the server administrator allows this), simply click "Create an account" and follow the directions provided. + Once you have logged into DHIS2, refer to the specific sections in this manual for the different functionality which is available.