Account Management

Creating an account

To begin, go to and click START FREE on the top right corner. Once you have registered, you are able to start using the platform to create an Ecosystem Plan and Action Plans.

This section explains the different types of accounts in an ecosystem and how the admin of an ecosystem can manage the account and its members.

User Types

The different users in an Ecosystem account include:

Admin: Has access to all Plans and Sub-groups. Each account has one admin login and this login manages all details of the account.

Member: Admin can invite anyone to become a Member of an account. Members can then either be given permission to View or Edit plans.

Some members might have editing permission in some Plans but only viewing permission in other plans depending on their focus, department or project.

Guest Editor: This could be used by a contractor who needs to add specific information to a plan but doesn’t necessarily need to view all Plans or projects on the platform.

Guest Viewers: This could be used to share a plan with anyone who may be interested in your action plan.

Within a Sub-group a Member can be either Manager or a Colleague. The Manager is effectively the administrator for the Sub-group (but not the account as a whole), there can only be one Manager per Sub-group and this is set as the account Admin by default. A Colleague is a Member of the Sub-group and can access and edit the specific plans they have been allocated.

Managing an Ecosystem Account

The Admin of an account is able to customise the account and add and manage members - this is all done be clicking on your profile's drop down list on the top right corner of the account.

In the drop-down list at the top right of your screen, you can edit features on your profile.

Under My profile, you can add personal information.

  • In the first box, you can edit the name of your ecosystem and change the Dashboard and Sub-group titles.

  • In the second box, you can add new members.

  • In the last box, you can add new sub-groups.

Managing your Users

Add or delete members

  1. Click on the drop-down list on the top right of the platform

  2. Click on Manage Team

  3. Click on the New Member button to add members

  4. Then go in the drop-down list on the top right of the platform and click on Manage Sub-groups

  5. Select the sub-group you want this new member to be part of

  6. Click on Select Member to Add. You have now added them to the Sub-group

  7. Finally, you need to confirm their rights. Click on Plans in the top ribbon and go into the plan you wished them to be added to

  8. Check that they have been added. If not, click on Invite Member

  9. The new member has been added with Viewer rights. If you want them to have Editor rights, click on Manage Members & Guests

  10. Then click on Editor, which will change their role. The role they have will be in a white box with a green tick mark