Administering Members in Your Organization

1. Administering Members in Your Organization Kelly Gerrow Stephanie Wendel

2. What you’ll learn today • Planning for the members in your Organization • Discover who your users are • Finding the perfect setup for them • Understanding the available management tools • Best Practices for Bulk member management • Reviewing the Status of your members

3. Make a Plan! • Who are the User in your org?  • What do they need access to in order to complete their work?

4. Who are the members of your organization?  Questions to ask yourself. • Describe their work • Publishing  • Geocoding  • Analysis  • Data collector  • How is any created content shared? • Public?  • Org?  • Private?  • What Apps do they use? • Pro  • Navigator  • Business Analyst Web App  • What Data do they need access to?  • Public Data  • Data-living atlas  • Authoritative organization data  • Specific Web App to perform tasks 

5. Let’s go through our user personas Demo Prep

6. Let's take a brief tour of the resources available to us in ArcGIS Online • Custom Roles  • Groups  • Credit Budgeting/Allocation  • Invitations  • Sharing  • Licensing 

7. What do your members need access to in order to complete their work? Each User Considerations Groups:  Used to manage access to content Roles:  Control capabilities that users have access to  Credits:  Credit use can be managed by giving access to a capability (privileges and roles) Amount of expenditure per user can be managed by credit budgeting.  Licenses: What other software does the user need access to?

8. Demo Setting up Custom Roles and Groups for Administrative Workflows

9. Administrative Tasks for setting up a New Organization • Invite Users • Assign Appropriate Role • Assign to Group • Allocate a Credit budget • Assign Licenses • My Esri Access 

10. Demo Inviting new members to the Organization

11. Common Member Maintenance tasks • Manage Members:  • Password Reset  • Add to group  • Enable Esri Access  • Delete user  • Disable User  • Increase/Decrease Credit Budget  • Change Role

12. Bulk Management • Choose your method of specifying users  • Groups:  • Used to manage access to content • Can be used to identify a subset of users • Roles:  • Control capabilities that users have access to  • Can be used to identify a subset of users • Tags: • Use the Rest API to tag users

13. Demo Bulk member management and member maintainance

14. Who is the ArcGIS Online Administrative Wizard of your Organization? Considerations: • Who should be responsible for adding and removing members? • Is there a turnover of users frequently? • Is there more than one person who will administer members (departmental structure?) • Is the person who styles the organization the same person who will manage the members? • Will there be a content manager? • What kind of reporting is needed about the members in your organization?

15. Monitor Members • Content • Credits • Sharing

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