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Administering Members in Your Organization
Kelly Gerrow Stephanie Wendel
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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
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Make a Plan! Who are the User in your org?
What do they need access to in order to complete their work?
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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
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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
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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
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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?
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Demo Setting up Custom Roles and Groups for Administrative Workflows
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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
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Demo Inviting new members to the Organization
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Common Member Maintenance tasks
Manage Members: Password Reset Add to group Enable Esri Access Delete user Disable User Increase/Decrease Credit Budget Change Role
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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
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Demo Bulk member management and member maintainance
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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?
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Monitor Members Content Credits Sharing
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