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
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

6. 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 

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 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

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

16. Thanks for coming!
Please fill out an online survey.

17. Please take our Survey Find your event in the Esri Events App
Your feedback allows us to help maintain high standards and to help presenters
Find your event in the Esri Events App
Find the session you want to review
Scroll down to the bottom of the session
Answer survey questions and submit