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Steps

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.

  3. You arrive on the Create Project page.

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

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

  6. You are automatically set as a Manager.

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

  8. Unless you are using Makerble’s Donations Marketplace, skip the Advanced section

  9. Press Save Changes

  10. You arrive on the Project Preference page.

  11. Here, you can make the necessary changes that you required for the project.

  12. Once you are done with this, scroll down and click Save.

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