If you’re an administrator of your ArcGIS Online organization, member management is likely an important part of your work. To ensure you have enough time for everything on your to-do list, efficiency is key.
The organization page Members tab provides a central location for managing members. Whether you need to assign add-on app licenses, add members to groups, or perform any other member management task, ArcGIS Online includes time-saving capabilities such as filters and bulk actions to help you get the job done.
You can see these capabilities at work in the following examples of common member management tasks:
- Manage app licenses and groups for members with a specific user type.
- Allocate more credits to members who need them.
- Change the ownership of items owned by members in a specific member category.
For a demo of the capabilities, check out the Time-saving tips for managing members video at the end of this article.
Manage app licenses and groups
Suppose you want to assign ArcGIS Navigator licenses to the mobile workers in your organization.
To get started, sign in as an administrator, click Organization at the top of the site, and click the Members tab to see a list of members in your organization.
Now take advantage of the filters on the left to find the mobile workers. Under User type, select Mobile Worker to filter the list of members.
With only the mobile workers listed, you can quickly assign ArcGIS Navigator to these members. Check the box at the top to select all the members and click Manage add-on licenses.
Find and select ArcGIS Navigator, click Save, and you’re done.
All mobile workers in the organization now have a Navigator license.
Now let’s say you want to add these members to a group you created for managing mobile staff and data collected in the field.
With the mobile workers still selected, go to the More menu and click Assign groups.
Search for the group, select it, and click Save.
The mobile workers are now members of the group.
In just a few clicks, you assigned Navigator licenses to mobile staff in your organization and you assigned the members to a field collection group. Now you can move on to managing credits.
Allocate more credits to members who need them
Credit management is a common task for many organization administrators, but it doesn’t have to be a time-consuming one.
As members of your organization complete their daily work in ArcGIS Online, the number of credits allocated to them may become low. Before you start receiving a slew of email requests for more credits, you can proactively update the credit allocation for members who are running low.
Again, the filters on the Members tab are your best friends. If necessary, start by clearing the existing filters and selection to return to the full list of members.
Now expand the Credits remaining filter. You want to find members who have fewer than 300 credits remaining so you can increase them to 500 credits. Under Less than, type 300 and press Enter to filter the members list.
Select all the members in the filtered list using the check box at the top and click Manage credits.
Increase the credit allocation and click Save.
Change the ownership of items owned by members in a specific member category
For organization administrators, a common task is managing members’ content. For example, suppose several interns will soon be leaving your company, but you want to maintain the valuable content assets they owned. Reassigning their content to another owner allows the organization to continue maintaining the items moving forward. Fortunately, ArcGIS Online offers an easy way to transfer these items in bulk.
If your organization has set up member categories, you can use them to find the members whose content you want to transfer. In this case, you want to find interns in the Conservation department.
Simply choose the member category to filter the list, select the members, click the More menu, and click Transfer content.
In the Transfer content window, select a new owner and a target folder for the items and click Transfer. That’s all there is to it.
To learn more about managing members and other organization administration tasks, see the following resources:
- ArcGIS Online resources—The latest resources for ArcGIS Online, including discovery paths, blog articles, and help documentation.
- Administer ArcGIS Online discovery path—Videos, lessons, and blog articles show you how to configure ArcGIS Online to meet your requirements for mapping, security, authentication, and privacy.
- ArcGIS Online Implementation Guide—Essential tasks and best practices for setting up ArcGIS Online.
- GeoNet—Exchange ideas, solve problems, and build relationships with the ArcGIS Online community.
For a demo of the capabilities covered in this blog article, check out the following video: