Use cases
Each use case is one task in three steps or fewer. Each links to the full guide for the details.
| Task | Who |
|---|---|
| Edit a record and save a new version | A domain member |
| Upload a file | A domain member |
| Find a patient | A domain member |
| Share a record or folder with a colleague | A domain owner |
| Remove a colleague’s access | A domain owner, or the Owner role |
| Ask for access to a record | Any person, answered by a domain owner |
| Sign in on a new laptop or phone | The person, from a device they already hold |
| Delete a record or restore it | A domain owner |
| Export an audit trail | A person entitled to Export |
| Share an S3 dataset with an outside partner | An Owner or Admin, then a domain owner |