Administrator Onboarding

As an administrator (admin) you have full access to all TrafficDash functionality. This guide helps you set up and manage the system.

Overview of your role

As an administrator you can:

• Create, edit, and delete users
• Create and manage projects
• Assign project owners
• Manage data upload sets
• Access all modules and projects
• Change all configurations

Typical workflow

As an administrator you usually follow this workflow:

1. Create users
   ↓
2. Create projects and assign owners
   ↓
3. Let project owners configure projects

First steps

1. Create users

Before you can create projects, you first need to create users who can serve as project owners.

Steps:

1. Navigate to Configuration > Users
2. Click “Create user”
3. Fill in the details:
   • First name and last name
   • Email address (used for login)
   • A temporary password or choose an automatic password
   • Organisation
   • Role (admin, lead user, or user)
4. Click “Save”

Tips:

• Create users first before creating projects
• Assign the correct account types (administrator, lead user, or user)
• Any user, regardless of their account type, can be assigned as project owner of a project

See Users Configuration for detailed instructions.

2. Create projects

Projects are the foundation for the Monitoring and Evaluation parts of TrafficDash. Each project has its own members, periods, objects, and templates.

Steps:

1. Navigate to Configuration > Projects
2. Click “Create project”
3. Fill in the details:
   • Project name (clear, descriptive name)
   • Project owner(s) - select at least one owner
4. Click “Save”

Important:

• Always assign at least one project owner
• Project owners can manage the project configuration
• You can assign multiple owners

See Projects Configuration for detailed instructions.

3. Manage upload sets (optional)

If you want to use your own data, you must upload it first.

Steps:

1. Navigate to Configuration > Upload
2. Click “Create upload set”
3. Configure the upload files according to the required data format
4. Upload your data files

See Upload Configuration for detailed instructions.

Key responsibilities

User management

• Create: Add new users to the system
• Edit: Change user details and roles
• Delete: Delete users (note: this removes all associated data)
• Manage roles: Ensure users have the correct permissions

When to create users:

• New employees start
• Project owners needed for new projects
• Users who need access to projects

Project management

• Create: Create new projects for different purposes
• Assign owners: Ensure projects are managed by the right people
• Archive: Archive old projects when they are no longer active

When to create projects:

• New traffic projects start
• Different organisations need their own projects
• Different phases of a project require separate projects

Upload configuration

• Create upload sets: Configure how data is uploaded
• Validate data: Check that uploaded data is correct
• Troubleshoot: Help with upload problems

Best practices

1. Use clear names: Ensure consistent naming for users and projects
2. Assign appropriate roles: Give users only the permissions they need
3. Document changes: Keep track of which users have which roles
4. Review regularly: Periodically check whether users are still active
5. Communicate with project owners: Ensure project owners know what their responsibilities are

Next steps

After setting up users and projects:

1. Inform project owners: Let project owners know they can start configuring
2. Project configuration: Project owners can now start configuring their projects
3. Monitoring: Keep an eye on activity in the environment (created projects and users)
4. Support: Help users and project owners where needed

See also:

• Project owner onboarding - To understand what project owners do
• User onboarding - To understand what users can do