Ecosystem Settings

Table Of Contents

Who can do this? Site Admins & Ecosystem Manager

When Site Admins & Ecosystem Managers are on the the Ecosystem area, they see the Settings section. Here they can manage various aspects of ecosystem.

Settings for Admins

  1. Go to ecosystem as a Site or Ecosystem Manager .
  2. Find the Settings section
  3. Select the Managers tab
  4. Select Add Managers to find users and add them as Ecosystem Manager or Campaign manager
  5. To remove an Ecosystem Manager or Campaign manager find the user in the list, select the 3 dots in the Action column and then Delete

Settings for Roles

  1. Go to ecosystem as a Site Admin or Ecosystem Manager .
  2. Find the Settings section
  3. Select the Roles tab
  4. Select Add role to create a new role and add users to the role. Read more about Roles
  5. To remove a Role, select the 3 dots in the Action column and then Delete. Note you cannot delete Roles that are in use.

Settings for Organisations

  1. Go to ecosystem as a Site Admin or Ecosystem Manager .
  2. Find the Settings section
  3. Select the Organisations tab
  4. In Workflow Configuration choose whether to enable or disable workflow for Organisations.
  5. In the Stage Configuration section you can edit the status names of Swimlanes and assign Colors for each Swimlane
  6. Select Save Changes
  7. These color and name changes will then be reflected when you go to the Organisation/Workflow area.

Settings for Experts

  1. Go to ecosystem as a Site Admin or Ecosystem Manager .
  2. Find the Settings section on the left panel
  3. Select the Experts tab
  4. In Workflow Configuration choose whether to enable or disable workflow for Experts.
  5. In User Profile Configuration choose whether to enable or disable the ability to add full contributors as Experts.
  6. In the Stage Configuration section you can edit the status names of Swimlanes and assign Colors for each Swimlane
  7. Select Save Changes
  8. These color and name changes will then be reflected when you go to the Experts/Workflow area.
  9. To add users as Scouts select Add user and enter a user name or email address and select it from the list.
  10. Click Save.

Settings for Scouting

  1. Go to ecosystem as a Site Admin or Ecosystem Manager
  2. Find the Settings section on the left panel
  3. Select the Scouting tab
  4. To add users as Scouts select Add user and enter a user name or email address and select it from the list.
  5. Click Save.