Here is a quick start guide on what features you will have access to as a organization owner!

User Role Definition

The Organization Owner is the superuser to the entire workspace/organization,  

Organization owner can create/modify/delete all projects, can add/edit/remove organization users and can add/modify/remove billing details within the workspace level. 

They also inherit  all other available project roles in Dharma with the exception of the collector role which needs to be added on a project by project basis to allow data entry capabilities.

Brief Summary of other user roles
Multi Project Admin
: Can add any number of projects.
Single Project Admin: Can do everything within a project, including all roles below.
Collaborator: Can change the parameters of the project, and can make edits using the form builder.
Researcher: Can access the results dashboard and export the data.
Guest: Can access results dashboard but only to the particular site they've been added to.
Staff manager: Can add new users and create new sites. Has access to the staff tracking dashboard.
Data Manager: Can lock and unlock records, view mobile results, as well as create/edit records.
Collector: Can create, edit, delete records on mobile and web.

To learn more about all other user roles our other quick guides
here.

Workflow

Once you go through the Profile Builder you'll land on your Workspace Home which, depending on your preferences and responses to on the profile builder, may already have a few project templates waiting for you to review and deploy. You can view your projects in Map View

You can view in Grid View as well. 


Dharma will also create your organization workspace as well as a brand new personal workspace for you to experiment with. Just click on the drop down menu to access and pivot to your new personal workspace.


As Organization Admin you'll have access to User Setting as well as Billing Settings and Organization Settings when you select your user icon in the top right.
User Setting - allows you to access your user profile to make edits, password change, and connect social accounts.
Billing Setting - allows you to set up billing methods and payment
Organization Setting - allows you to add org level as well as project specific user roles.

Read the linked articles to learn about each in more detail. 

If we click into specific projects, the organization admin also inherits all project admin roles. 

As you can see, you have access to all the menu subitems on the left hand navigation bar. 

First, let's go to Settings to set up the basic frame of the project, such as sites, parameters, duration, users, and more:

Once that's done, let's go to Forms to start building the questionnaire:

After collecting data on either/both mobile device and desktop, you can access Staff Tracking to track progress:

We can also view results within Results

Continued Reading

For more in-depth instructions per menu item, please refer to these articles: 

Project Settings

Form Builder 

Staff Tracking

Collecting Data

Results

 

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