Administering Members in Your Organization Kelly Gerrow Stephanie Wendel

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

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

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 

Let’s go through our user personas Demo Prep Lila – GIS Intern and Field Collector Henry – GIS analyst  Vivian – GIS Water Content Manager  Joe - City Manager  Rebecca - County GIS Coordinator Edits data created by Analyst  Creates vector data for field collection (mostly tree inventory)  Creates content and uses the analysis services  Can shared view content and apps   ArcGIS Online Administration Guru All projects and data must be approved before making it public Produces and shares content with specific work groups QA/QCs content moves content from creation group to production group  No ability to create content  Responsible for inviting all new employees and contractors into County ArcGIS Online Organization  Workflows (no feature services or tile services)  Creates basemaps in county's local projections  Responsible for the overall look and feel of organization  Uses ArcGIS Online to learn and test Responsible for ensuring that ArcGIS Online accounts and content within water department are maintained  Responsible for training department managers to administer users and content. Licenses: Navigator  ArcGIS Pro  Licenses: ArcGIS Pro All Apps None

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

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?

Demo Setting up Custom Roles and Groups for Administrative Workflows

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 

Demo Inviting new members to the Organization

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

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

Demo Bulk member management and member maintainance

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?

Monitor Members Content Credits Sharing

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