Add and edit a user

This task card discusses the following:

Steps to undertake prior to requesting access
Access levels
Step 1 – Access the Manage users link
Step 2 – Add a new user
Step 3 – Assign an outlet and program activity to a user
- To assign an outlet to a user
- To assign a program activity to a user
Viewing a user’s role
Editing a user
- Updating a user’s role to a Data Exchange Organisation administrator
- Removing Organisation administrator access

Key highlights

Prior to requesting a Data Exchange account an organisation and an individual account holder must have their Digital ID (myID).
Only a Data Exchange Organisation administrator can add and maintain user and outlet information in the Data Exchange.
The email address entered for a new user must match the email address that has been set up in Relationship Authorisation Manager (RAM) for that user.
A user can only edit or view information for an outlet or program activity that they have been attached to by the Data Exchange Organisation administrator.
A user’s access can be updated to a Data Exchange Organisation administrator by the organisation’s current Data Exchange Organisation administrator at any time.