Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

You can create a project as long as you have the Organisation Admin or Project Creator role.

...

Steps

Note

You need to have either the Project Creator role or Admin role within an organisation before you can create a project.

  • When you create an organisation you automatically gain the Admin role within it.

  • Alternatively if you are already part of an organisation, ask your Organisation Admin to manage your role and make you an Admin or Project Creator.

  1. Click Create in the top menu

  2. Select Project.

    Image Added
  3. You arrive on the Create Project page, e.g. https://www.makerble.com/charities/a-showcase-children-young-people-s-charity/projects/new

    Image Removed

    Image Added

  4. Choose the Project Category that this project belongs to.

    Image Added
  5. In Project Name, add a name for your project.

  6. You are automatically set as a Manager. of the project

    1. Optionally add other Managers.

    2. Managers can edit all the settings of the project

  7. Optionally add Reporters

    1. Reporters can

      1. create, like, and discuss stories

      2. create contacts (if your Organisation Admin permitted it from the Organisation Preferences page)

      3. view View contacts (unless visibility of contacts has been restricted using the Detailed Contact Privacy option for each contact)

  8. Every project has a block colour color background by default. If you would rather have a cover image, upload an image which can be done by adding a new field in your Project from the Project Template pageAdd a Project Cover Image fieldprofile picture to an existing project

  9. Optionally add a , you can add some other fields like the Description of your project for which first you need to add that field to the Project template.

    Image Added
  10. Unless you are using Makerble’s Donations Marketplace, skip the Advanced section

  11. Press Save Changes

  12. You arrive on your newly created Project the Project Preferences page.

    Image Added
  13. Modify settings as required

  14. Scroll to the bottom and click Save.

    Image Added

Related articles