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Alyssa Hill

Alyssa Hill

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  1. Ensue user has access to the project,

    1. Go to "DAGs" and select Select the user from the "Assign User" dropdown box (circled in green below)

    2. Select which DAG the user belongs to (Circled in red above) and click "Assign".

      Image Added

    3. As an example I have assigned Mei to Site 1 DAG.   Scott and Lindsey are assigned to DAG Site 2 in the image below:

  2. Any user not assigned to a group has global access within the project. This type of unassigned user can access all records in the project.

    1. Global Access User - To see a list of the records within a Data Access Group, navigate to the Record Status Dashboard. Select a group from the dropdown list for ‘Displaying Data Access Group.’ The Dashboard will reflect only those records within the specified Data Access Group.

    2. Group Member - If you are a DAG group member, the records on this page will include only those within the group you are assigned.

  3. Assign records to Data Access Groups.  Records will automatically be designated to a DAG when data is entered by a user that is assigned to a DAG.  However, if a person that is not assigned to a DAG enters data, the record will not be assigned to a DAG.  Instructions on how to assign it to a DAG are described below:

    1. Go to any form of the record you'd like to assign to a DAG

    2. In the top right corner, select from the dropdown list which DAG the record belongs to (circled in red in image below)

    3. Click Save

  4. Record creation:

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When assigned to multiple DAGs, the user will see a blue banner at the top of every project page, which will present them with the option to switch to another DAG.


Data Access Group import/export and DAG-User assignment import/export - New

The Data Access Groups page displays a drop-down list of options for users to import/export Data Access Groups, which allows users to bulk create or rename DAGs via a CSV file. It also allows for the import/export of DAG-user assignments via CSV file to bulk assign/reassign/unassign users from DAGs in a project.

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