DATIM

User Administration: ER and PBPE User Types and Account Requests

Sophia Lissanu -

Purpose

This article describes what user types in DATIM are relevant for expenditure reporting (ER) and PEPFAR budget and projected expenditure (PBPE) what permissions those users must have in their accounts. It also provides information on which User Administrators can create which type of ER and PBPE accounts and how users may request accounts on their own.

Additional guidance regarding user administration in DATIM can be found at the links below:

DATIM ER and PBPE User Types & Privileges

For ER and PBPE, there are four relevant user types. The chart below describes which permissions a User Administrator could or should apply to each of these user types when creating new accounts.

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DATIM ER and PBPE User Administration

The table below describes the user types that can be invited by DATIM User Administrators using the DATIM User Administration app.

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*Denoted as "Agency" in the DATIM User Administration App

*Interagency User Administrators are not able to invite or edit other ER users as they are not included in the ER and PBPE data approval workflow

*Agency HQ user type name has been updated to Global Agency. User type access and permissions remain the same.

Requesting a DATIM User Account for ER and PBPE on DATIM.org

Implementing Partner, Agency Field, and Agency HQ users may also request DATIM accounts from the homepage of https://www.datim.org. If users request accounts in this way, they should use the screenshots below as a guide to request the necessary permissions for each account type.

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Note: This method of requesting an account will only work for users who do not already have a DATIM account registered under their e-mail address. If a user requires a secondary DATIM account for ER and PBPE, they should contact their User Administrator or submit a ticket to DATIM Support.

ER and PBPE Implementing Partner - Account Request

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ER and PBPE Agency Field - Account Request

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ER and PBPE Agency HQ - Account Request

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