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Manage people’s access to projects

  1. Select Our Account in the left sidebar and choose Progress Board Colleagues

  2. You arrive on the Progress Boards tab.

  3. Click Organisation & Projects

    image-20241029-141623.pngImage Modified
  4. You arrive on the Organisation & Projects tab which displays a row for each user associated with your organisation and a column for each project

    image-20241029-141856.pngImage Modified

  5. Add people to their respective projects by using the dropdown list in the cell in their row and underneath the title of the project. There are four options:

    1. None: the user is not added to the project

    2. Analyst: read-only access to the project (unless given permission to create events)

    3. Reporter: the user can post updates

    4. Manager: can administer the project, i.e. add/remove users, add/deactivate surveys, add/remove metrics, etc

  6. Once you’ve finished giving users roles on their projects, click Next to arrive on the Album Colleagues page

Part 3: Add people to albums

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