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Managing your organisation settings and team

Access ‘Organisation settings’ to update your branding, capture more data, and more.

Cody Iddings avatar
Written by Cody Iddings
Updated over a year ago

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. Please 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.

Manage team

To manage your team members, click the second tab 'Manage team'.

Easily see who’s an active member of your team and who’s been invited. You can also change the role of each member by clicking on the three dots to the side and selecting ‘Change role’. Delete a team member by clicking on the three dots and selecting ‘Delete team member’. Note: You cannot change yourself from an administrator to an editor or delete yourself.

Inviting members

Click ‘Invite members’ to invite more of your team to Makeshapes. Just write their details in and what permissions you want them to have. The only thing additional that administrators can do is access and change organisational settings.

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:

  1. Enable MFA: If you're an admin, navigate to the team page and toggle on the MFA option.

  2. 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.

  3. 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.

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