As an Organisation Admin you can manage people’s access to projects, progress boards, albums and events.

Manage people’s access to Progress Boards

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

   Open

   

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

3. Use the dropdown menu in the cell for each person under each Progress Board to change their level of access. The options are:

   1. None - no access

   2. Member - can view the Progress Board

   3. Admin - can administer the Progress Board - i.e. add/remove users, add/remove/reorder metrics and survey questions

4. Once you are finished, click Save.

5. If you want to add a completely new person to a Progress Board (i.e. someone who does not already have a Makerble Account, follow the steps in this article instead: Add users to a Managed Progress Board

Manage people’s access to projects

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

4. You arrive on the Progress Boards tab.

5. Click Organisation & Projects

   Open

   

6. You arrive on the Organisation & Projects tab which displays a row for each user associated with your organisation and a column for each project

7. 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

8. 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

1. Click Our Account in the left sidebar and choose Album Colleagues

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.

3. 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:

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

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

   3. Manager: means the user can administer the album, i.e. add/remove projects, rename it, add/remove users, etc.

Part 4: Manage people’s access to events

1. Select Activity in the left sidebar and choose Events

2. You arrive on the Manage Events page. Click More Options and choose Staffing

3. You arrive on an editable timetable. Start by choosing the date range of events you want to see.

4. Once you click Apply, a column will appear for each event within that date range and rows will appear for each user

5. In the cell under each event, select whether you want the user to be a Manager or Worker at that event