Navigate the Initiative workspace

Summary tab: Displays a map of all initiative project locations, an overview of data and summary statistics, and a list of projects within that initiative. 

Details tab: Edit initiative details, including the initiative name and description, partner logos, images used on the public initiative webpage, and contact information. 

Download button:  Easily download all of the data from the entire initiative by clicking on this button, and then Request data.

User Permissions button: Invite users to join your initiative.

Create an Initiative

Anyone can create an initiative. While all initiatives must be associated with one organization, any number of organizations can join an initiative after it’s created.

1. To create a new initiative, you can either:
   1. Open the Projects List tab on the left side of the screen and select the Add new button at the bottom of the tab. Select New initiative. See the image on the left for an example; or
   2. You can navigate to the homepage from anywhere in the platform by clicking on the Manage link at the top of the page. Once on the homepage, you can click the green Create button underneath the large green #1 and select New initiative. See the image below on the right for an example.
       

In the New Initiative form that appears, enter your Initiative details. If you’re creating an initiative, it must be associated with an organization to which you have access. All of the information provided in this form will be available to the public on the initiative webpage.

The example below displays where different content is shown on the public initiative page:

Edit an Initiative

You can edit initiative details by navigating to the Initiative Details page. To find the Initiative Details page, you can open the Projects List tab on the left side of the screen and scroll to the bottom of the tab under Initiatives. Once you're on the initiative page, you can navigate to the Details tab to edit information.

Assign a Project to an Initiative 

There are several ways for you to assign a project to an initiative. In either scenario, at least one person must have an Owner or Editor role in both the project and the initiative to associate a project with an initiative.

• The Initiative Owner can invite the Project Owner/Editor to participate in the Initiative. The Project Owner/Editor will then need to edit the project’s details to assign the project to the initiative.
• The Project Owner can invite the Initiative Owner/Editor to become an Owner/Editor. The Initiative Owner/Editor can then edit the project’s details to associate the project with the initiative.

Any project part of an initiative will be visible to all users who have a role in the initiative, including any user who is explicitly granted a role in the initiative and any user with an Owner, Editor, or Viewer role in the initiative's parent organization.

Join a existing Initiative

To join an existing organization, you must have an approved Wildlife Insights user account and be invited to the initiative by an Initiative Owner or Editor. Please contact them directly.

Invite a team member to an Initiative

To add a new team member to your initiative, go to your Initiative page and click the green people icon button on the right side of the screen. In the Users permissions box that appears, enter your team member’s email, select a role, and click Save changes. If your team member has an approved Wildlife Insights account, you’ll see their name in the permissions list.

You can assign three roles to initiative team members: Owner, Editor, or Viewer. There’s no limit on how many owners, editors or viewers are assigned to any initiative. Any user with an Owner or Editor role at the organization level will automatically have Viewer access to any of the projects or initiatives associated with that organization.

Read more about Initiative Roles and Permissions.

Remove a team member from an Initiative

You can remove any user from an Initiative and revoke their access to that entity by opening the User Permissions box and clicking Revoke next to the user’s name.

Delete an Initiative

To delete an Initiative, you must be an Initiative Owner. Go to the Initiative Details page and click the red Delete Initiative button. 

Note: This action can’t be undone. If an Initiative is deleted, projects and images associated with it will not be impacted.