User Administration: ER User Types and Account Requests

Sophia Lissanu -


This article describes what user types in DATIM are relevant for expenditure reporting (ER) and what permissions those users must have in their accounts. It also provides information on which User Administrators can create which type of ER 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 User Types & Privileges

For ER, 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.

er user types.PNG


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.

user management types.PNG

*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.

Send ER user account invitations

  • Navigate to DATIM and the User Administration App.
  • Follow the instructions in the image below for each ER account invitation you wish to send.

ER Implementing Partner

ER Agency Field

ER Global Agency 



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