Access 'Organisation settings' to update your branding, capture more data, manage projects, and control team access.
If you are an administrator of your organisation, you can access Organisation settings by clicking on Organisation at the top of your screen, or under your profile dropdown select 'Organisation setting." Once you have access, there are basic settings you can change at an organisation level (as opposed to an experience level).
My organisation
Organisation name
This should be set for you, but you can change it any any time.
Branding
If you want your experiences to feel like your own, change the logo and default theme.
Change logo: Our recommendation is to use a transparent SVG or PNG that is at least 50px tall. While square logos will work, we recommend using your organisations' horizontal logo (e.g. 250px wide by 50px tall).
Theme: There are three themes at the moment: Default, dark, and light. The default uses a blue colour, whereas the dark and light use dark and light shades to accommodate most logo colours. If you are using a white logo with a transparent background, the dark or default theme will work well. If you are using a logo to be used on a white background, the light theme might work best.
Additional participant information
This additional field allows you to ask participants an extra question on registration so you can splice your data with ease. For example, many organisations use 'Business Unit' here and have participants choose which BU they are a part of. While this field is off by default, if you add any content to it, participants will be required to select an option on registration.
Choose your label and associating options in the fields provided. Ensure you use commas to separate out the options.
Additional options
There are other organisation wide settings we can help with. Contact us if you need:
Restricted access
Custom regions
Custom privacy notice
If you are an ELP, you can read more about how to manage these settings here.
Projects
The Projects tab allows you to organize your experiences and control team access. Every organization starts with an "All access" project, and you can create additional projects to better organize your content.
Creating and Managing Projects
Create new projects to group related experiences together
Assign custom icons and colors to help identify projects visually
Add team members to specific projects with appropriate permissions
Control access so team members only see relevant experiences
For detailed information about using projects, see our Managing Projects guide.
Manage team
To manage your team members, click the 'Manage team' tab.
Easily see who's an active member of your team and who's been invited. You can manage both organization-level roles and project-specific access for each team member.
Understanding Roles
Organization-Level Roles:
Administrator: Full access to organization settings and all projects
Editor: Can create and edit experiences, can be assigned to specific projects
Analytics: Can view analytics and reports, limited to viewer access on projects
Project-Level Access:
Editor: Full editing access to experiences in the project
Viewer: Read-only access to experiences in the project
No access: Cannot see or access the project
Managing Team Member Access
Click on the three dots next to any team member to:
Edit user: Modify their organization roles and project access
Change role: Quick role updates (legacy option)
Delete team member: Remove them from your organization
Editing User Access
When you select "Edit user", you can:
Set Organization Roles: Choose from Administrator, Editor, or Analytics
Configure Project Access: For each project, assign Editor, Viewer, or No access
Automatic Access: Administrators automatically get Editor access to all projects
Important: Users must have the Editor organization role to be assigned as Editor on individual projects. Analytics users can only have Viewer access to projects.
Inviting members
Click 'Invite members' to invite more of your team to Makeshapes.
Enter their details: First name, last name, and email address
Select organization roles: Choose what permissions they should have organization-wide
Project access: Their project access will be managed separately after they join
New team members will receive an email invitation to set up their account and can then be assigned to specific projects as needed.
Mandatory multi-factor authentication
To ensure the highest level of security for your team, we recommend enabling multi-factor authentication (MFA). MFA adds an additional layer of protection, safeguarding your team's data and access against unauthorized breaches. Here's how to activate it:
Enable MFA: If you're an admin, navigate to the team page and toggle on the MFA option.
Set Up TOTP: Each team member will then need to set up a Time-based One-Time Password (TOTP), a robust method for generating unique access codes at fixed intervals. We recommend using Microsoft's Authenticator app, but any authentication app will do.
Backup Code: During setup, team members will also be asked to save a backup code, ensuring account access in case of any unforeseen circumstances.
By activating MFA, you're not just enhancing your team's security—you're proactively defending against potential cyber threats and reinforcing a culture of safety and awareness within your organization. If any team member encounters issues during this process, please don't hesitate to reach out for support.
Tips for Effective Team Management
Use appropriate roles: Only give Editor access to team members who need to create or modify experiences
Organize by projects: Assign team members only to projects they need to access
Regular review: Periodically review team member access and remove inactive users
Clear communication: Let team members know which projects they have access to and their role