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Dharini

Getting Started

This page covers what every web user needs first: creating an account and workspace, logging in, and finding your way around. The role-specific guides pick up from here.

Creating an Account

Section titled “Creating an Account”

Anyone can create a new workspace from the Dharini landing page.

  1. Open the Dharini web platform and click Get Started. The Create your account dialog opens.
  2. Enter your First name, Last name and Organisation name.
  3. Check the Workspace name. It is filled in from your organisation name, and you can change it. Use your organisation, a client, or a programme name.
  4. Choose Email or Phone, enter it, and click Send OTP.
  5. Enter the 6-digit code you receive and click Verify & Create Workspace. Your workspace is created and you are signed in.

The person who creates a workspace is automatically added to it as its Workspace Admin. See Roles.

Logging In

Section titled “Logging In”
  1. Click Sign in on the landing page.
  2. Choose Email or Phone, enter it, and click Send OTP.
  3. Enter the 6-digit code and click Verify & Login.

If you belong to more than one workspace, you are asked to Select a workspace after logging in. You can switch workspace later from the menu at the top of the sidebar. The same menu has a New Workspace option.

You can only log in if you were added to a workspace or project, or if you created a workspace yourself. If you see “You don’t belong to any workspace yet”, ask your administrator to invite you.

Accepting an Invitation

Section titled “Accepting an Invitation”

Administrators add people by invitation. When you open an invitation link:

  • Workspace invitation: a Welcome to your new workspace screen asks for your First name and Last name. Enter them and continue.
  • Project invitation: the link accepts the invite and opens a project set-up checklist. See Setting Up a Project After an Invitation.

If the link says Invalid Token, it has expired or was already used. Ask the person who invited you to send a new one.

Finding Your Way Around

Section titled “Finding Your Way Around”

After logging in, the sidebar has two groups. You only see the items your role allows.

Monitor

ItemWhat it is for
HomeThis month’s overview, diseases and site details. See Dashboards & Analysis.
DashboardThe disease surveillance dashboard. See Dashboards & Analysis.
GeolensMap-based planning with environmental layers. See GeoLens.
ComparisonCompare projects, sites or sample types. See Dashboards & Analysis.
Lab ProcessingReceive, process and report on samples. See Lab Technician Guide.
SNP AnalysisSubmit sequences and review variants. See SNP Analysis.

Manage

ItemWhat it is for
ProjectsCreate projects, sites and teams. See Team Admin Guide.
Upload Data FilesImport collection and lab data from spreadsheets. See Team Admin Guide.
Team & User ManagementAdd users and change their roles.
SettingsWorkspace members, settings and other administration.

The sidebar can be collapsed to icons. Your name and role appear at the bottom. Select them, then View Profile to see your details, your roles and your assigned projects, and to Edit Profile (name, phone number and photo). Settings and Log out are in the same menu.

Roles

Section titled “Roles”

Dharini has seven roles. Your role decides which menu items and actions you see.

RoleWhat they do
Workspace AdminRuns the whole workspace. Added automatically to anyone who signs up and creates a workspace. Creates projects and teams, invites people to the workspace and to projects, manages workspace members and settings, and manages sample types, species and data. Has access to everything inside the workspace.
Project AdminNamed as the admin of a project. Also called Project Viewer in the system. Follows the project’s teams, sites, collection plans, visits, samples and test results with read-only access, and can submit sequences for SNP Analysis. Does not create or edit sites, visits or samples.
Team AdminOversees a project and its teams. Follows the project’s teams, sites, collection plans, visits, samples and test results, tracks progress on the Monitor pages (Dashboard, Comparison, GeoLens), and submits sequences for SNP Analysis.
Collector AdminLead field collector. Does everything a Collector can, and also adds, edits and removes the members of their collector team.
CollectorCollects samples in the field using the mobile app. Creates and updates sites, visits and samples, and can view the project’s other data.
Lab AdminLead of a laboratory team. Does everything a Lab Member can, and also adds, edits and removes the members of their lab team.
Lab MemberWorks in the laboratory using Lab Processing: receives samples, records pre-processing, extraction and testing, and updates test results.

You assign Team Admin, Collector Admin, Collector, Lab Admin or Lab Member to each person when you add them to a project or team. You make someone the Project Admin by ticking Admin on their team when you create the project. Workspace Admin is given automatically when someone creates a workspace. See Managing Team Access.

Next Steps

Section titled “Next Steps”