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User Management

User permission levels

NEMO has four user levels – Enumerator, Staffer, Coordinator, and Admin. Each user level has a different set of permissions based on the functions they are expected to perform during the missions.

Role Responsibility Privileges
Enumerator Collects and submits data from the field.
  • Fill form responses via android devices, via SMS, or NEMO online platform.
  • Edit own user information.
  • Generate reports (only from user's own submitted data).
Reviewer Review collected data and performs real-time analysis.
  • All Enumerator privileges.
  • Review responses submitted by users.
  • Generate reports from data submitted by users.
Staffer Communicates with staff deployed to the field.
  • All Reviewer privileges.
  • Broadcast SMS messages to users.
  • Delete responses.
Coordinator Designs forms/checklists, reporting structures, and manages users for a specific mission.
  • All Staffer privileges.
  • Create option sets, questions, and forms for the mission.
  • Create, edit and delete users within a mission.
Administrator Designs standardized forms/checklists and manages processes accross several missions.
  • All Coordinator privileges.
  • Create new missions.
  • Create standard option sets, standard questions, and standard forms to be shared/imported across all missions.

Create users

Create, delete, edit, and manage users on the users page. Administrators can create general users in Admin Mode and assign them to specific missions, or they can create users for specific missions in Mission Mode. Coordinators can only create new users in Mission Mode.

To create new users:

  1. Determine whether to work in Admin Mode or Mission Mode.
  2. Navigate to the users page by clicking :guilabel:`Users` on the main menu.
  3. Click :guilabel:`Create User`.
  4. Enter the new user's information.
  5. Click :guilabel:`Save`.

Import users

You can import multiple users from an XLSX spreadsheet or CSV file.

  1. From the Users page, click :guilabel:`Import Users`.
  2. Click one of the links to download a template :guilabel:`CSV` or :guilabel:`XLSX` spreadsheet.
  3. Assemble your user data in the template.
  4. In your browser, select the spreadsheet file to upload.
  5. Click :guilabel:`Import`.

Note

Available columns are: Username, Full Name, Main Phone, Alternate Phone, Email, Birth Year, Gender, Nationality, Notes, and Groups. Only the Username and the Full Name are required, the other columns are optional. Import Users

Manage existing users

To edit existing user information:

  1. Find the user in the list of users.
  2. Click :fa:`pencil` located on the same line.

To delete existing users:

  1. To delete a single user, click :fa:`trash`.
  2. To delete multiple users, check the boxes to the left of their names and click :guilabel:`Delete Multiple Users`.

Export in vCard format

To export users information to a vCard, which is readable by most contact list applications:

  1. Check the box next to the name of each user to be exported.
  2. Click :guilabel:`Export as vCard`.

User groups

Placing users into groups makes it easier to search for users and send broadcasts to them. To add a user to a group:

  1. Click :guilabel:`Users` menu.
  2. Click :fa:`pencil` to edit a user.
  3. In :guilabel:`Groups` input, select an existing group from the list or type the name of a new one then click Enter.

Add group

  1. Click :guilabel:`Save` when finished editing.

To add multiple users to an existing group:

  1. Click :guilabel:`Users` menu.
  2. Check the box :fa:`check-square` next to the users you want to add.
  3. Click :guilabel:`Add Multiple Group Users`.
  4. Select the group then click :guilabel:`Add Multiple Group Users`.

Add multiple users to a group