TheNeedle

TheNeedle

TheNeedle Platform helps communities turn information into action with an intuitive and accessible crowdsourcing and mapping tool.
By enabling the rapid collection, management and analysis of crowdsourced information from NPS-OSINT and other sources, TheNeedle empowers everyone—individuals, community groups, governments, activists, organizations—to create meaningful change.

Managing People on your deployment

Roles

This feature allows you to set up and manage default and custom roles and permissions for different user groups on your deployment. Each deployment has a default “Admin” and "Member" role, which cannot be deleted, but can be edited. The default “Admin” role allows for full control over ALL functionality on your deployment, while the default "Member" role only grants access to edit their own posts.

Setup Guide

To access the roles management page,

• On the left hand menu bar, click on Settings
• Then, click on Roles
• You’ll be redirected to a page with a list of all existing roles - default & custom roles (created by admins if any exist).

Add Role

To add a custom user role,

• Click on the yellow Add icon
• Add the following details
  • Name: Provide a name for this new custom role
  • Description: Provide a brief description of what/who this custom role has been created for
  • Set your permissions. Below is a brief breakdown of what permissions get granted to users on selecting the options provided.
    • Manage Users: Allows for;
      • Viewing Users
      • Adding, Editing, Deleting Users
      • and Changing roles for Users
    • Manage Posts: Allows for;
      • Viewing posts
      • Editing and Deleting Posts
      • Publishing posts (Setting specific audiences to view )
      • Adding posts to collections
      • Creating new collections
    • Manage Settings: Allows for managing;
      • General Settings
      • Map Settings
      • Data Sources
      • Surveys
      • Categories
    • Bulk Data import and Export: Allows for upload of data via CSV files and exporting files.
    • Edit their own posts: Allows for editing of posts submitted by user
    • Manage collections and saved searches: Allows for
      • Addition posts to all saved searches/collections on
      • Removing posts from all saved searches/collections
      • Editing all saved searches/collections
      • Deleting all saved searches/collections
  • Click on Save.

Edit Role

To edit a role

• Click on a role from the list provided to you.
• On redirection to the edit page, make your desired changes to the role (i.e fill out details as directed in the Add role section)
• Click on Save to update the role.

Delete Role

• To delete a role
• Click on a role from the Roles management list page
• Then, click on the Delete This Role button at the bottom of the page
• A pop up box will appear on the top of the page, prompting you to confirm whether you would like to delete the custom role. If
  • You would like to proceed with deletion, click on Delete
  • You would not like to proceed with deletion, click on Cancel

Users

Setup guide

To access the User management page,

• On the left hand menu bar, click on Settings
• Then, click on Users.
• You’ll be redirected to a page with a list of all existing users on your deployment
• From here, you can search for users either by name or by custom role

Adding new users

To add a new user,

• Click on the yellow icon as shown below
• Fill out the details below
  • Display Name: This is the name that will be displayed
  • Email address: This is the email address that will be tied to this new user’s account, and will be used to log in.
  • Password: Set a strong and secure password for your new user. Each password must have at least 7 characters
  • Role: Choose the level of administration access you would like this user to have
• Click on Save to create one.

Editing users

To edit a user,

• Click on the user you intend to edit from the user list page
• You should be able to edit the user’s display name, email address, password and user role from this page.
• Click on save when done.

Changing User roles

You can change multiple users’ roles at once from the user management page.

• Tick the checkbox on the left, adjacent to the user(s) whose role you would like to change from the user list page
• This action will activate the previously inactive Change Role dropdown button on the top menu bar.
• Click on this dropdown and select the role you would like to assign your users to.
• A pop up box will appear, prompting you to confirm whether you would like to change the roles of your user(s)
  • Click on OK to change your user(s) role
  • If you’d like to cancel the role change process, click on Cancel.

Deleting users

Similarly, you can delete multiple users at once from the user management page, or from the individual user edit page.
To delete a user

• From the individual user edit page
  • Click on the user you intend to edit from the user list page.
  • Click on Delete User.
  • A pop up box will appear on the top of the page, prompting you to confirm whether you would like to delete your user
    • Click on Delete to delete your user
    • If you’d like to cancel the user deletion process, click on Cancel.
  • From the User management page
    • Tick the checkbox on the left, adjacent to the user(s) you would like to delete from the user list page
    • This action will activate the previously inactive Delete button on the top menu bar. Click on it to initiate the deletion process.
    • A pop up box will appear, prompting you to confirm whether you would like to delete your user(s)
      • Click on DELETE to delete your user(s)
      • If you’d like to cancel the user deletion process, click on Cancel.

Credits

This platform is based on the Ushahidi platform please see their website at http://www.ushahidi.com/