You can add existing users (colleagues) to several projects at once and specify the role you want them to have on each project

How to do it

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

   

2. You’ll see a row for each person you’ve added to a Progress Board and a column for each Progress Board

3. You’re currently on the Progress Boards tab. Click Organisation & Projects

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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

   

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 but the two that apply to Survey Portal Users are:

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

   2. ReporterChangemaker: the user can access the Survey Portalthis project’s content

   3. Manager: the user can control and edit this project’s contact

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

Why add people to albums?

Albums combine results from across several projects.

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1. If you’re continuing from Part 2, you’ll already be on the Album Colleagues page. If you are approaching this step from a different place, click Our Account in the left sidebar and choose Album Colleagues

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2. You arrive on the Album Colleagues page which displays a row for every user associated with your organisation and a column for each of your organisation’s Albums.

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   Select the dropdown in the column for that album and the row for that user. There are three options but only two are relevant for Survey Portal Users:

3. None: means the user is not connected to the album

Observer: means the user can analyse results contained within that album