Cluster Management
Clusters are groups of area assignments (Sites, Zones and Collection Points). They are useful for organisations that have a large number of different areas, allowing administrators to limit data access by making different area combinations to be associated to user roles through User Role Management portlet.
To open Cluster Management portlet, go to Menu > Admin > Cluster Management.
By default, the portlet shows all the cluster this user has permission to view (according to the user role) ordered by Name.
Add a new cluster
1. On Cluster Management portlet, click Add a new cluster buton.
2. Add New Cluster wizard is shown. Fill out Cluster Name and a brief Description about your cluster;
3. Select a Cluster Type; the available options are:
- User Role: the cluster will be available for selection on User Role Management portlet;
- Search: used to filter data displayed on portlets.
4. Click Next to proceed;
5. Assign Areas to a cluster by clicking the green arrows; unassign them by clicking the red arrows.
6. When you are done setting your cluster, click Finish to commit the inclusion.
Edit cluster
1. Click the Edit cluster icon in the Action column;
2. The same wizard used for the add operation will be presented with the cluster data retrieved. No fields on Step 1 are editable; click Next to proceed to Step 2.
3. After editing the area assignments on Step 2, click Finish to update.
Clone cluster
1. Click the Clone cluster icon in the Action column;
2. Clone Cluster wizard will be presented, with all area assignments copied. Just fill out a Cluster Name, click Next > Finish.
Delete Cluster
1. To delete a cluster, click the Delete cluster icon in the Action column.
2. A confirmation dialog will appear. Click Yes to confirm the operation, or No to abort it.
