If you're an administrator, you can change settings for your whole organization, rather than for one experience. Click Organisation at the top of the screen, or open your profile menu and click Organisation settings.
My organisation
Organization name
This is set for you, but you can change it at 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 organization's horizontal logo (for example, 250px wide by 50px tall).
Theme: Choose Default theme, Dark theme or Light theme. The default is blue, and the dark and light themes suit most logo colors. A white logo on a transparent background works well with the dark or default theme. A logo made for a white background works best with the light theme.
Additional participant information
This field asks learners one extra question when they join, so you can break down your data. For example, many organizations ask for a business unit. It's off by default. If you fill it in, learners have to choose an option when they join.
Enter the question's label and its options, with a comma between each option.
Note: This field is on the Enterprise plan. On the Growth plan, you can see it but not change it.
Other settings
Contact us if you need any of these for your organization:
A restricted domain, so only people with your email domain can join (Enterprise)
Custom regions
Your own privacy notice (Enterprise)
External Learning Providers can change these themselves. See Settings for External Learning Providers.
Projects
Projects organize your experiences and control who can see them. Every organization starts with an All access project. To create more, click Create a new project on the Your Experiences page.
What you can do with 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 more, see Manage projects.
Manage team
To manage your team members, click the Manage team tab.
You can 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.
Roles
Organization 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 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
Change a team member's access
Click ••• next to a team member, and then click:
Edit user: Change their organization roles and project access
Delete team member: Remove them from your organization
Edit a user
With Edit user, you can:
Set organization roles: Administrator, Editor or Analytics
Set project access: For each project, choose Editor, Viewer or No access
Administrators get Editor access to every project automatically.
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 they can do across the organization, such as Admin
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.
Multi-factor authentication
Multi-factor authentication (MFA) adds a second check when your team signs in, which protects your organization's data. We recommend it for everyone.
Each team member can set up MFA on their own profile, with an authenticator app such as Microsoft Authenticator, their phone or email.
To make MFA mandatory for your whole team, contact us. Once it's on, the Manage team tab says "Two-factor authentication is enforced by your organisation policy."
If anyone has trouble setting it up, contact us.
Tips for managing your team
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