Clusters

These provide a mechanism to control access to your database such that groups of people can manage their data. It allows you to enable groups to add and maintain the people in their part of the database without giving them access to the entire database. e.g. you have a group of people in a region who are part of your overall organisation. You can allow them to add people into the database, but only into their area, they can edit and maintain their data, have full access to that data - but only see that data, not the overall picture. This is achieved using a combination of the role settings, primarily the 'cluster' permissions.

To implement clusters:

  • If you want to be able to search the whole database when adding people looking for duplications, add the email address to notify in administration / system / email
  • Create a new role (or change an existing one) to include the permission 'cluster' found at the bottom of the page
  • Assign the role to the individuals you want to give increased access (but locked to the cluster group)
  • Ensure those people are in the group you want them to have access to as these will form their cluster and if there are different levels of groups then they only need to be in the top level group. Note that one person can be in multiple clusters.


Note: To find out more about Cluster Role Permissions click here.