Guidance for Editors

Organisation Editors can create projects, add team members and manage the organisation's settings

Project Editors have similar permissions but specific to the project they are an Editor of.

Browse our instruction guides for Editors

Your Personal Account

Signing Up & Signing In

Understanding your Homepage

Following People

Following Projects

Organisations

Creating an Organisation Account

Adding Your Team

Projects

Creating Projects

Adding Metrics to a Project

Adding Targets to a Project

Creating Templates

Using Templates

Bundles 

Understanding Bundles

Participants

Adding Participants

Setting Participant Privacy

Adding Custom Fields to Participants

Organising Participants into Groups

Are you a Reporter? View our Reporter guides here