Dashboard permissions

Admin access to the dashboard is determined by the set of permissions listed below. The permissions apply to the facility groups that the admin has been invited to.



Approve health workers

  • Dashboard

    • Allow or deny access to users

  • Users page (Manage > Users)

    • View user details

    • Allow or deny access to a user

    • Edit the user name or registration facility of a user

    • Delete a user

View "My facilities"

  • My facilities page

    • Overview

    • BP control

    • Missed visits

    • Registrations

View reports

  • District cohort page (Dashboard > District)

    • View the district cohort report

    • View facility activity

    • Click on a facility to view the facility cohort report

    • Download cohort reports

    • Download WhatsApp graphic from the district page or the facility page

Health worker activity

  • Facility cohort page (Dashboard > District > Facility)

    • View user activity below the facility cohort report

    • View recent BPs below the user activity section

Manage admins

  • Admin page (Manage > Admins)

    • Edit admin's full name, role, access level (permissions), organization or facility groups

    • Delete admin

Manage organization

  • Organization page (Manage > Organizations)

    • Add a new organization

    • Edit the name or description of an organization

    • Delete an organization with no facility groups

Manage facility groups

  • Facility group page (Manage > Facilities)

    • Add a new facility group

    • Edit the name, description of a facility group

    • Edit the organization that a facility group is associated with

    • Edit the facilities associated with a facility group

Manage facilities

  • Facility page (Manage > Facilities)

    • Add a new facility

    • Add facilities in bulk by uploading a CSV

    • Edit facility name, type and address

Manage protocols

  • Protocol page (Manage > Protocols)

    • Add a new protocol

    • Edit

      • Protocol name

      • Default number of days after which a patient is expected to visit

      • Add, edit or delete drugs (name of the drug, RxNorm code, dosage) that are associated with a protocol

    • Delete a protocol

View overdue list

  • Overdue page

    • View patients who are overdue for a visit

    • Filter the list by facility

    • Update the result of a follow-up (once this is updated, the patient only shows up in the list when they become overdue for a visit again)

Download overdue list

  • Overdue page

    • Select a facility from the dropdown and download the list of overdue patients for that facility

View adherence list

  • Adherence follow-ups page

    • View list of all registered patients

    • Update the result of a follow-up (once this is updated, the patient is removed from this list)

Download patient line list

  • Facility cohort page (Dashboard > District > Facility)

    • Download list of all patients registered at a facility