Account Management

Creating an account

To begin, go onto our website and select START FREE on the top right corner. Once you have registered you are able to start using the platform and create an Ecosystem Plan and an Action Plan depending on you account.

If someone else has set up your organisation’s account, please email them to let them know that you have registered your email via the START FREE button and would like to be attached to the organisation’s account.

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

User Types

There are different user accounts on an Ecosystem account these 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.


The admin can invite anyone to become a member of the account.

Once the admin has added the member to the account the admin can then:

  • allocate them view or edit permission

  • add them to Sub-groups to enable them to access the Plans in those groups

Users need to be invited to Sub-groups and the Plans to the Sub-groups to have full visibility of a plan. This is explained in the Managing Users section below.

Some members might have editing rights on some Plans and not others, 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 ideally doesn’t need to view all Plans or projects on the platform. This is useful in helping users hone in on the specific area of the Ecosystem that is relevant to them.

Guest viewers: This user could be used to have a generic account which can be shared 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 hand corner of the platform.

In the drop-down list at the top on the right of your screen, you will be able to change the features linked to your profile.

Under My profile, add your personal information.

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

  • In the second box, you can add new members. Another way to get there is to click on Manage Team in the drop-down list.

  • In the last box, you can add new sub-groups. Another way to get there is to click on Manage sub-groups in the drop-down list.

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 purple New Member button to add members. You have now added them as account member.

  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.