OpenCRVS
v1.5
v1.5
  • 👋Welcome!
  • CRVS Systems
    • Understanding CRVS
    • Effective digital CRVS systems
    • OpenCRVS within a government systems architecture
    • OpenCRVS Value Proposition
  • Product Specifications
    • Functional Architecture
    • Workflow management
    • Status Flow Diagram
    • Users
      • Examples
    • Core functions
      • 1. Notify event
      • 2. Declare event
      • 3. Validate event
      • 4. Register event
      • 5. Print certificate
      • 6. Issue certificate
      • 7. Search for a record
      • 8. View record
      • 9. Correct record
      • 10. Verify record
      • 11. Archive record
      • 12. Vital statistics export
    • Support functions
      • 13. Login
      • 14. Audit
      • 15. Deduplication
      • 16. Performance management
      • 17. Payment
      • 18. Learning
      • 19. User support
      • 20. User onboarding
    • Admin functions
      • 21. User management
      • 22. Comms management
      • 23. Content management
      • 24. Config management
    • Data functions
      • 25. Legacy data import
      • 26. Legacy paper import
  • Technology
    • Architecture
      • Performance tests
    • Standards
      • FHIR Documents
        • Event Composition
        • Person
        • Registration Task
        • Event Observations
        • Locations
    • Security
    • Interoperability
      • Create a client
      • Authenticate a client
      • Event Notification clients
      • Record Search clients
      • Webhook clients
      • National ID client
      • FHIR Location REST API
      • Other ways to interoperate
  • Default configuration
    • Intro to Farajaland
    • Civil registration in Farajaland
    • OpenCRVS configuration in Farajaland
      • Application settings
      • User / role mapping
      • Declaration forms
      • Certificate templates
    • Business process flows in Farajaland
  • Setup
    • 1. Planning an OpenCRVS Implementation
    • 2. Establish project and team
    • 3. Gather requirements
      • 3.1 Mapping business processes
      • 3.2 Mapping offices and user types
      • 3.3 Define your application settings
      • 3.4 Designing event declaration forms
      • 3.5 Designing a certificate template
    • 4. Installation
      • 4.1 Set-up a local development environment
        • 4.1.1 Install the required dependencies
        • 4.1.2 Install OpenCRVS locally
        • 4.1.3 Starting and stopping OpenCRVS
        • 4.1.4 Log in to OpenCRVS locally
        • 4.1.5 Tooling
          • 4.1.5.1 WSL Support
      • 4.2 Set-up your own, local, country configuration
        • 4.2.1 Fork your own country configuration repository
        • 4.2.2 Set up administrative address divisions
          • 4.2.2.1 Prepare source file for administrative structure
          • 4.2.2.2 Prepare source file for statistics
        • 4.2.3 Set up CR offices and Health facilities
          • 4.2.3.1 Prepare source file for CRVS Office facilities
          • 4.2.3.2 Prepare source file for health facilities
        • 4.2.4 Set up employees & roles for testing or production
          • 4.2.3.1 Prepare source file for employees
          • 4.2.3.2 Configure role titles
        • 4.2.5 Set up application settings
          • 4.2.5.1 Managing language content
            • 4.2.5.1.1 Informant and staff notifications
          • 4.2.5.2 Configuring Metabase Dashboards
        • 4.2.6 Configure certificate templates
        • 4.2.7 Configure declaration forms
          • 4.2.7.1 Configuring an event form
        • 4.2.8 Seeding & clearing your local databases
        • 4.2.9 Countryconfig API endpoints explained
      • 4.3 Set-up a server-hosted environment
        • 4.3.1 Verify servers & create a "provision" user
        • 4.3.2 TLS / SSL & DNS
          • 4.3.2.1 LetsEncrypt https challenge in development environments
          • 4.3.2.2 LetsEncrypt DNS challenge in production
          • 4.3.2.3 Static TLS certificates
        • 4.3.3 Configure inventory files
        • 4.3.4 Create a Github environment
          • 4.3.4.1 Environment secrets and variables explained
          • 4.3.4.2 VPN Recipes
        • 4.3.5 Provisioning servers
          • 4.3.5.1 SSH access
          • 4.3.5.2 Building, pushing & releasing your countryconfig code
          • 4.3.5.3 Ansible tasks when provisioning
        • 4.3.6 Deploy
          • 4.3.6.1 Running a deployment
          • 4.3.6.2 Seeding a server environment
          • 4.3.6.3 Login to an OpenCRVS server
          • 4.3.6.5 Resetting a server environment
        • 4.3.7 Backup & Restore
          • 4.3.7.1 Restoring a backup
          • 4.3.7.2 Off-boarding from OpenCRVS
    • 5. Functional configuration
      • 5.1 Configure application settings
      • 5.2 Configure registration periods and fees
      • 5.3 Managing system users
    • 6. Quality assurance testing
    • 7. Go-live
      • 7.1 Pre-Deployment Checklist
    • 8. Operational Support
    • 9. Monitoring
      • 9.1 Application logs
      • 9.2 Infrastructure health
      • 9.3 Routine monitoring checklist
      • 9.4 Setting up alerts
      • 9.5 Managing a Docker Swarm
  • General
    • Community
    • Contributing
    • Releases
      • v1.5.1: Release notes
      • v1.5.0: Release notes
      • v1.4.1: Release notes
      • v1.4.0 to v1.4.1 Migration notes
      • v1.4.0 Release notes
      • v1.3.* to v1.4.* Migration notes
      • v1.3.5: Release notes
      • v1.3.4: Release notes
      • v1.3.3: Release notes
      • v1.3.1: Release notes
      • v1.3.0: Release notes
      • v1.2.1: Release notes
      • Patch: Elasticsearch 7.10.2
      • v1.2.0: Release notes
      • v.1.1.2: Release notes
      • v.1.1.1: Release notes
      • v1.1.0: Release notes
    • Roadmap
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  1. Setup
  2. 4. Installation
  3. 4.2 Set-up your own, local, country configuration

4.2.4 Set up employees & roles for testing or production

Previous4.2.3.2 Prepare source file for health facilitiesNext4.2.3.1 Prepare source file for employees

Last updated 5 months ago

The next step is for you to set up some employees that have access to your development or production OpenCRVS instance.

You can also configure custom role titles to match each of the built-in OpenCRVS system roles.

For demo and development purposes, we have created some example employees in our Farajaland repo. A test employee setup like this allows you to perform all quality assurance activities you may wish to perform. The setup includes all the user roles located in 3 separate offices and are documented in the main README of our opencrvs-core Git repository. But you should never use this list of test employees in production.

In production, your employee setup should only contain a single National System Administrator that will independently need to configure production staff accounts. In production, it is these users who should login and use the Team section to create users. They can create Local System Administrators to delegate user management responsibility to technical staff per office.