In this article
1. Self-registration link
To access a site in Harmoni, the first step is to complete your registration using a self-registration link. This link is typically associated with a group that has access to a specific site. Learn more.
If not sure how to obtain the link, contact firstname.lastname@example.org. They can help distribute a registration link for you and the people that you would like to give access to.
Your user license role determines your experience in Harmoni. Harmoni allows for three distinct levels of access: Creator, Explorer, and Viewer.
- All users must be allocated a license.
- Each user has a single login and role, which will give them access to one or more sites
- Infotools can automate a license allocation by associating it with a registration link.
- Only Infotools can assign licenses manually.
3. Site access
- Sites are specific to a client company.
- Each site has a separate registration link. Using a self-registration link adds members to a group that has access to that particular site.
- Existing users who already have access to a specific site in Harmoni, need to be manually added to new groups/sites. Contact email@example.com.
4. Publish and Sharing
Even with a license, and access to the site, users will not see the project or data within a story or dashboard until the project, stories, and dashboards have been published to them.
- The Project needs to be published before anyone can see it.
- The Project also needs to be shared with the users and/or groups of users that you want to see it.
- A Project can be automatically published to All Users by dragging All Users into the Unlisted Access.
- By default, all users have unlisted access to all Dashboards and Stories on a site, so once the project is published they can access the results.