As an Organisation Admin you can manage people’s access to progress boards.

Manage people’s access to Progress Boards

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

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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

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

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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

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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