Introduction
This Administration Guide will walk you through the entire process of setting up assets within CADRE so that they are available for end-users to interact with.
Background
As an administrator on the CADRE platform, you can control which resources are available to users to request, what they must do to submit a request, and finally how the request is handled. For the CADRE application to function as a resource management platform, a number of assets are required to be created and managed to facilitate this process.
Glossary
Available Roles
| Role Names | Role Permission |
|---|---|
| Owner, Platform Owner | Authority to control and regulate all administrator assets on the platform |
| Organisation Owner | Delegation to control and regulate administrator assets only extends to assets their organisation owns |
| Handler, Approver | The users who manage access to catalogue items within CADRE |
| Reviewer | Users who are invited to applications by handlers to review and comment on applications but they cannot approve or reject applications. |
| Decider | Users who are invited to applications by handlers to approve or reject applications when a handler should not be able to. |
| Reporter | Users who can view all applications, such as supervisors who should only monitor the application process. |
| Applicant, Requester | Users who apply for access rights to data resources by submitting requests. |
| Member, Invitee | Users who have been added to a request but they cannot modify the request's details. |
Types of Assets
| Asset | Definition |
|---|---|
| Licences | Terms or conditions that applicants must accept when making an application |
| Workflows | Processes that describe how applications are handled |
| Forms | Customisable instances of form templates that applicants fill in when applying for catalogue items |
| Resources | Materials or data that require controlled access, such as sensitive scientific datasets |
| Catalogue Items | Resources that applicants can select from the catalogue and request access to |
| Blocklists | Per-resource lists of users who may not be granted access to specific resources |
| Canned Responses | Prewritten comments for populating responses when communicating with users or processing applications |
Prerequisites
To begin creating assets within CADRE, you must have either the Platform Owner or Organisation Owner roles. A Platform Owner can create all assets for any organisation, but an Organisation Owner can only create and edit items belonging to their own organisations. If you do not have these roles, you will not be able to access the 'Asset Control' page and will not be able to create assets.
You can check which roles your account currently has by navigating to the CADRE dashboard. Under the welcome message, all of your roles will be visible for your reference. In the image below, the user has the Organisation Owner role and would be able to create and edit assets pertaining to their organisation.
