You must assign presets to users who need restricted access to reporting data. They will only see data related to the specific population segment you have chosen. E.g. A Hospital user who should only see data from one Hospital only.
To apply a preset, navigate to Presets located alongside each survey.
NOTE: You should leave the survey off until you have assigned the presets.
A new user will not have any presets so you will need to do this manually.
- Select the Filter Set the preset will be applied to.
- Select the Filter which will be restricted by the preset.
- Select the Filter Option which this user will be limited to.
[Below is an example of how the user would be restricted to only seeing data for Ward B.]
4. Confirm the filter set.
If the user requires multiple presets, repeat this process until all necessary presets are applied.
NOTE: The presets have only been applied to the survey you selected at the beginning. You will need to repeat this process on each survey that requires preset(s).
5. Now that you have applied all necessary presets, toggle the surveys you wish to grant this user access to