Data Access Groups restrict viewing of data within a database. A typical use of Data Access Groups is a multi-site study where users at each site should only be able to view data from their site but not any other sites. Users at each site are assigned to a group, and will only be able to see records created by users within their group. A user not assigned to a group can view ALL data.
To apply Data Access Groups (DAG) to your project, you first need to have rights to Data Access Groups (User rights explained at <https://wiki.chpc.utah.edu/display/bmic/User+Right+Descriptions>), and then you can do the following:
- Create Data Access Groups:
- Click on DAGs (circled in red in image below)
- Enter name of DAG in the "Create new groups:" box (circled in red below)
- Click "Add Group"
- Click on DAGs (circled in red in image below)
- Assign Users to Data Access Groups:
- Give user access to project, instructions how to do this are at: <https://wiki.chpc.utah.edu/pages/viewpage.action?pageId=339312657>
- Go to "DAGs" and select the user from the "Assign User" dropdown box (circled in green below)
- Select which DAG the user belongs to (Circled in red below) and click "Assign"
- 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 here:
- Go to any form of the record you'd like to assign to a DAG
- In the top right corner, select from the dropdown list which DAG the record belongs to (circled in red in image below)
- Click Save
- Additional Information:
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.- 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. - Group Member - If you are a DAG group member, the records on this page will include only those within
the group you are assigned.
- Global Access User - To see a list of the records within a Data Access Group, navigate to the Record
- Record creation:
If the project has record auto-numbering enabled, then when a DAG member creates a record, a unique DAG ID is prepended to the record number.