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Navigate to the Lens Analytics portal at https://lens.waytohealth.org/collection/root and click the folder icon in the top right corner to add a new collection. Save under Our Analytics if it is a new study, or under the existing study’s collection if it is a subfolder.

Giving users access to a collection

Research and care team users only require access to the Lens Analytics Portal if they would like to curate or edit custom questions. Otherwise, it is recommended that the implementation lead create a dashboard and embed it within the W2H portal. See Setting up embedded analytics in W2H.

Create a group

Before creating a new group and/or user, you will need to file a security ticket in Jira. See Metabase access requests in our Standard Operating Procedures.

From the gear icon, navigate to the Admin section.

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Click “People” and then “Groups”. Click “Create a group.

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Name the group the study name for consistency. This should also match the collection name. Click “Add”.

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Create a Lens user account

Click “People” in the left hand navigation. You can click “Invite someone” for new Lens users, or add existing users to the Group by clicking the arrow within the user’s row under the Group column.

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If you are going to give the users the rights to curate or modify questions themselves, you will need to set permissions.

Set collection permissions to curate

From the Admin section, select “Permissions”. Under Collection permissions, select the Collection from the left hand side. Then find the Group you just added. Update Collection access to be “Curate”.

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