Organisations
Organisations are a way of grouping multiple projects together. Members who are added to an organisation automatically gain access to all of the projects in that organisation (to view, edit, and report on data).
- Organisations overview
- Creating an organisation
- Editing Organisation details
- Organisation roles
- Adding and removing Organisation members
- Adding a Project to an Organisation
- Adding and removing Organisation projects
Organisations overview
Rappt.IO organisations are used by groups who trap in multiple geographic regions but want easier ways to:
- manage members across their projects
- run reports across their projects
Organisations are usually used by government departments and councils, however they are available to be used by any group that would find them helpful.
By going to your My projects page you can see which organisations you belong to. Your list of projects will include projects which you now have access to via your organisation membership.
You can see which projects belong to an organisation by clicking on the name of the organisation on your My projects page.
Creating an organisation
The tech team at Rappt.IO can create an Organisation for you. There's no way of a user doing this themselves at the moment.
If you'd like us to setup an Organisation for you, please email support@rappt.io with this information:
- what you'd like to call your Organisation
- the Rappt.IO account email address of one person to add as the Org Admin
- one project that the above person is Administrator of, that you want added to the Organisation
Editing Organisation details
Only users with the Org Admin role are able to edit access these tools.
As an Org Admin, you can edit the details of your existing Organisation, including the Organisation's name and description.
To edit Organisation details:
- From your My Projects page, under the "My Organisations" heading, click on the name of the Org that you wish to edit.
- Click the "Edit" button
- A form will load, where you can edit the Org title/name and description
- Click the green "Save" button to save your changes
Organisation roles
In addition to the four project roles, organisations provide an additional two roles: Org member and Org admin.
- Org members can:
- Add lines, stations and records to all projects within the organisation
- View records and stations in all projects within the organisation
- Run reports against all projects within the organisation
- Org admins can:
- Do everything a project administrator can do, to any project within the organisation
- Add and remove people from the organisation (and thus the member projects)
- Change an organisation members role
Adding and removing Organisation members
Adding members to your organisation, and removing members from your organisation works the same as it does for projects.
- Go to My projects and click on the name of the organisation to go to your organisation homepage
- Follow the instructions for adding and removing project members.
Adding a Project to an Organisation
Rappt.IO Organisations are used by groups who trap in multiple geographic regions but want easier ways to:
- manage members across their projects
- run reports across their projects
Organisations are usually used by government departments and councils, however, they are available to be used by any group that would find them helpful.
Joining an Organisation
If you are the administrator for the project you can select the project (via the Rappt.IO website) and select edit
Once the edit window opens up select extra
Now select Your Organisations
You can now select the Organisation you want the project to be part of.
Non-admin request to become part of an Organisation
If wanting a project that you are not an administrator for to be part of an Organisation you will need to go to your My account and select the Organisation
After doing this you need to then select members -
email invites, the invite will have to be to the administrator of each project and they will have to accept that they are wanting to be part of the Organisation
Adding and removing Organisation projects
In order to add or remove projects to an Organisation, you must be both the project's Administrator, and a member of the Organisation.
Adding a project to an Organisation
- Go to the "Edit project" page
- In the "Extra (optional)" section, is a field where you can select which Org(s) you want to add that project to. See the bottom right of the screenshot below, where I'm editing "Demo Project A"
- Select the Org(s) you want this project to belong to from this section
- Click the green "Save" button at the bottom of the page
- This project is now part of the Org you selected