Organisations

Organisations are a way of grouping multiple projects together. Members who are added to an organisation automatically gain access to all of the projects in that organisation (to view, edit, and report on data).

Organisations overview

Trap.NZ organisations are used by groups who trap in multiple geographic regions but want easier ways to:

Organisations are usually used by government departments and councils, however they are available to be used by any group that would find them helpful.

By going to your My projects page you can see which organisations you belong to.  Your list of projects will include projects which you now have access to via your organisation membership.

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You can see which projects belong to an organisation by clicking on the name of the organisation on your My projects page.

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Creating an organisation

The tech team at Trap.NZ can create an Organisation for you. There's no way of a user doing this themselves at the moment.

If you'd like us to setup an Organisation for you, please email support@trap.nz with this information:

Editing Organisation details

Only users with the Org Admin role are able to edit access these tools.

As an Org Admin, you can edit the details of your existing Organisation, including the Organisation's name and description.

To edit Organisation details:

  1. From your My Projects page, under the "My Organisations" heading, click on the name of the Org that you wish to edit.
  2. Click the "Edit" button

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  3. A form will load, where you can edit the Org title/name and description
  4. Click the green "Save" button to save your changes

Organisation roles

In addition to the four project roles, organisations provide an additional two roles: Org member and Org admin.

Adding and removing organisation members

Adding members to your organisation, and removing members from your organisation works the same as it does for projects.

  1. Go to My projects and click on the name of the organisation to go to your organisation homepage
  2. Follow the instructions for adding and removing project members.

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Adding and removing Organisation projects

In order to add or remove projects to an Organisation, you must be both the project's Administrator, and a member of the Organisation.

Adding a project to an Organisation

For each of the projects you want to add to an Organisation:
  1. Go to the "Edit project" page
  2. In the "Extra (optional)" section, is a field where you can select which Org(s) you want to add that project to. See the bottom right of the screenshot below, where I'm editing "Demo Project A"
  3. Select the Org(s) you want this project to belong to from this section
  4. Click the green "Save" button at the bottom of the page
  5. This project is now part of the Org you selected

Removing a project from an Organisation

Follow the steps above, and de-select the Org from the "Your Organisations" field that you want to remove your project from. If you want to remove the project from all Orgs, select "None"