Adding partners

This article explains how to define partners in your databases. Partners are used to set view and edit permissions and can be used to filter or group data in your reports.

This article assumes that you have previously created a database or have design priviliges to a database created by someone else.

A partner is usually an organization (NGO, private company, government) but it can be any group of individuals depending on your needs. The important thing to keep in mind when defining partners is that the permissions granted to users are built around them. Hence it's good to make sure of the privacy you would like to achieve within each database before defining them.

1. Select a database and edit partners

Opening the Partner panel for a database

2. Add a partner

Adding partners

To add a partner to your database, do the following:

  1. click "Add Partner to Program"
  2. fill in the partner name and a description (see the table below for an explanation of these fields),
  3. click "Save".
Field Expected content
Name The name of the partner. We suggest to use a short name or an abbrevation as this name is used accross the platform in places where there may be little space such as column headers and drop-down menus.
Description A longer description or the full name of the partner.

Please ensure that the partner name and description are correct before saving. Once you have added a partner, you cannot modify it as all users on the platform can use the partner in their databases.

If you add a partner with a name which already exists, the description of the partner will be taken from the existing partner and the description you have provided will be ignored, but not until you refresh the screen with the list of partners in your database.

Note that partner names are case-insensitive: if you add a partner with name "unhcr" and a partner with name "UNHCR" already exists, the system will add the existing "UNHCR" as partner to your database.