Data protection in practice - Best practices for designing Roles in ActivityInfo

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About the webinar

October is Cybersecurity Awareness Month and we acknowledge it with two sessions addressed to M&E and IM professionals who wish to increase their knowledge and confidence in regards to data security. The first session addresses the top five data security risks that professionals working with data should be aware of and the second session will dive into best practices for designing roles in the ActivityInfo platform.

During this webinar we discuss how effectively designed Roles can minimize security risks while maximizing the value that users can get out of the data. We look at specific examples and best practices that you can adjust to your team structures and program, project, country, region or team needs.

In summary, we explore:

  • Principles for granting permission
  • Understanding how roles work in ActivityInfo

How to design effective roles:

  • Permitted operations and access to resources
  • Setting up conditions to define allowed record-level operations

As well as:

  • Adding parameters to roles
  • Managing reference data
  • User management best practices

View the presentation slides of the Webinar.

On October 19th, there will be an Office Hour session on Designing roles, where we will address more questions about specific use cases and examples.

This diagram illustrates the relationships between the various concepts related to permissions. Roles can have multiple grants that allow access to various resources within your database. Each grant specifies the permitted operations for the selected resource. Record-level operations can have conditions attached to them. Finally, roles can have multiple parameters defined, which can then be applied in conditions across grants as required.
This diagram illustrates the relationships between the various concepts related to permissions. Roles can have multiple grants that allow access to various resources within your database. Each grant specifies the permitted operations for the selected resource. Record-level operations can have conditions attached to them. Finally, roles can have multiple parameters defined, which can then be applied in conditions across grants as required.

Is this Webinar for me?

  • Are you responsible for user management in ActivityInfo or is this a role you would like to take on?
  • Do you wish to understand how roles and permissions work in the platform?
  • Would you like to address your questions to our team?

Then, watch our Webinar!

About the trainers

Mr. Jeric Kison earned his Bachelor's Degree from York University in Canada and his MBA from the University of Oxford in the United Kingdom. He has worked with NGOs and governments across four continents on strategy and evaluation for nine years. Before joining ActivityInfo he worked as a Monitoring & Evaluation Officer at Pilipinas Shell Foundation, Inc., where he led a project to develop an organizational M&E System which included the roll-out of ActivityInfo as the organization’s new information management system. Today, Jeric is working as a Customer Success Director in the ActivityInfo team bringing together his experience on the ground and passion for data to help our customers achieve success with ActivityInfo.

Victoria Manya has a diverse background and extensive expertise in data-driven impact, project evaluation, and organizational learning. She holds a Master's degree in local development strategies from Erasmus University in the Netherlands and is currently pursuing a Ph.D. at the African Studies Center at Leiden University. With over ten years of experience, Victoria has collaborated with NGOs, law firms, SaaS companies, tech-enabled startups, higher institutions, and governments across three continents, specializing in research, policy, strategy, knowledge valorization, evaluation, customer education, and learning for development. Her previous roles as a knowledge valorization manager at the INCLUDE platform and as an Organizational Learning Advisor at Sthrive B.V. involved delivering high- quality M&E reports, trainings, ensuring practical knowledge management, and moderating learning platforms, respectively. Today, as a Customer Education Specialist at ActivityInfo, Victoria leverages her experience and understanding of data leverage to assist customers in successfully deploying ActivityInfo.

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