Managing access

Once you've created an organization workspace, you can invite others to Activity. To do so, click on your profile icon with your initial in the top-right corner and select Organization Settings.

Navigate to the People section. This is where you manage all the people who have access to your organization workspace.

Invitees will receive emails prompting them to create user accounts on Activity. When they do, you will see them listed under Users tab and will be able to assign them to programs or change their user permissions.

Invite users to organization workspace

Invite team members to your organization by entering their emails. On the invite page, you can invite multiple users by clicking return to save the entered email and add another one. Once invited, the user will receive an email with instructions on how to register and access your organization workspace.

By default, every invited user is given the Editor role.

Notify the invited user to check their email inbox to complete the registration process. The invited user will receive the following email:

View pending invitations From the Organization settings page, click on the People tab. On the right side, click on the More icon and click Pending invitations to see previously sent user invitations. If you need to re-send an invitation to your organization workspace, click next to the invited user.

Assigning user roles

It's easy to assign different permission levels to each member of your team.

Note: You must be designated as an Owner in order to set or change user roles.

1. Click on your profile icon and select Organization settings.
2. Click on the People tab and then you will see a list of users who have access to your organization workspace.

Once added, you can change the role of a user by clicking the More button to their name and select the role you would like to give them.

Assign a user to a specific program

Once they've signed up, select the program you want to add them to and go the Access tab. Once there, click on User access to add the relevant user from the drop-down menu.

Adding users to a specific program

You will add users to programs from a selected program's Access tab, not from the Organization settings page.

Permission levels in Activity

Here's an overview of what each user roles can perform in Activity:

Permission	Owner	Editor	Viewer
Invite/remove users	+
Create programs	+
Edit programs	+	+
Add/edit projects	+	+
Add/edit objectives	+	+
Add/edit indicators	+	+
Add/edit results	+	+
View programs	+	+	+
View objectives	+	+	+
View projects	+	+	+
View indicators	+	+	+
View results	+	+	+
View reports	+	+	+
Delete programs, projects, indicators	+	+	+