Add user to initiative

When adding a user to an initiative, please note that user must have the initiative feature flag in order to show up in the user list and have access to the initiative. The feature flag is added to a user in the admin panel. In order to add a feature flag to a user, please contact your system admin.

There are 3 types of user access for an Initiative

Lead

• As a lead user on an Initiative, you will have full administrative access over that Initiative, with ability to manage data, users, and tasking. You will also be available for task assignments.

Member

• As a member user on an Initiative, you will be able to contribute data or documents to an initiative, and will be able to complete, review, and approve a task.

Auditor

• As an auditor user on an Initiative, you will be able to review an Initiative's data and documents, but will not be able to add contents. You will have "read-only" access to the Initiative.

1. Navigate to the initiative's detail page

2. Click the Team tab

1. Click the Add user button

1. Select the user you are adding and access for that user (access information is below)

2. Click the Add user button in the modal

View, edit, or delete the user from the table