This article is intended to support you when modifying any necessary organization settings and manage your team’s access to Workspace.
Your account's Shared Workspace will be set up by a Urban SDK customer success representative during onboarding and training. This article is intended to support you modify any necessary organization settings and manage your team's access to Workspace.
For a general overview of Workspace features, please read the Workspace Overview article to get started.
Settings
Settings enables you to control account settings such as updating contact information, inviting users, and adding your logo to public Portfolio reports.
Organization Settings are only available to users with "Admin" privileges. Users with lesser permissions do not have access to organizational settings. If you need access, please contact your account Admin or email us - help@urbansdk.com.
To access your settings
Select "Settings" from the footer of the left menu.
Account Settings
Account settings include your Name and Email. You can edit your account contact information and select save to make changes.
Deleting your account will archive the account. We can restore the account if selected and confirmed in error.
Change Your Password
You can change your password at any time. To update your password:
Open the Update Passwords container.
Enter your current or "Old Password."
Add a "New Password."
Confirm the "New Password."
Select "Update Password."
Reset Another User's Password
To reset another user's password, please contact support:
Email help@urbansdk.com
Start a chat and request the change.
We will confirm user information before resetting the password.
Organization Settings
Users with "Admin" permissions have the ability to manage:
Users
Portfolio
Organization Settings
Users Management
Users management allows you to invite, remove users, and set permissions.
Inviting Users
Setting User Roles
Removing Users
Permissions
User Roles
User roles determine the permission users have to access settings and features in your Shared Workspace. Users can have three different user roles.
Admin - has permission to access all account settings, platform features, and can manage organizational user accounts.
Analyst - has permissions to create reports, files, maps and can share files on the Portfolio. The role can not change Organizational Settings or invite new users.
Viewer - has permissions to view files in the Shared Workspace. The role can not change Organizational Setting, invite new users or create any files.
How to Invite New Users
Users with "Admin" permissions can invite users. To add new users to your account you will need an email and determine the user's role.
To invite new users:
Open Settings from the left menu.
Select the Organization tab from the Settings menu.
Select "Invite" to add a new user.
Complete the form including First Name, Last Name, Email.
Select a user role (Admin, Analyst, or Viewer).
Select "Send Invite."
Select Invite from the "Users Management" container
Complete the "Invite a new user" form by adding name, email and role.
Invited users will receive an email invitation from Urban SDK to join your Shared Workspace. Please confirm users have received the email.
Confirm users have accepted the invitation
Users that have not accepted the invitation will show a "(Pending)" status.
How to Edit Roles or Delete Users
Users with "Admin" permissions can edit user roles and delete users. To edit user role or delete users:
To edit user roles:
Open Settings from the left menu.
Select the Organization tab from the Settings menu.
Select the "Edit" pencil icon.
Select a new "Role" from the dropdown options.
Select "Save Changes."
Select Edit Icon
Select the new Role
Portfolio Management
Portfolio is a public facing website containing any files you want to share publicly. Viewers of the Portfolio do not need to log in to the Workspace.
Urban SDK will initially add Name, Logo and select primary colors for you. Admin users can change the branding of the Portfolio by adding a Public Organization Name, Logo and setting the primary colors for navigation links.
Read How to Publish a Portfolio to learn more about sharing files and reports.
Share Your Public Portfolio Link
The link to your Public Dashboard URL is found in "Manage Portfolio." To review and share your public link:
Open Settings from the left menu
Select the Organization tab from the Settings menu
Open the "Manage Portfolio" container
Select the "Public Dashboard URL"
This will copy the link to your clipboard
Paste the URL in any browser to view the Portfolio
Change Public Portfolio Settings
Open Settings from the left menu.
Select the Organization tab from the Settings menu.
Open the "Manage Portfolio" container.
Update the Details Organization Name.
Upload a logo image file.
Select a primary brand color.
Add a Public Organization Name
Portfolio includes a public facing Workspace name. Typically this is the public name of the organization. You can edit the name as you see fit.
Add your public organization name.
Add Your Logo
Portfolio includes a public facing logo that is visible on all public facing reports and files.
Upload a logo.
Accepted image formats include .jpg and .png.
Set Your Brand Colors
To change the default color:
Select the "Primary Brand" color.
Add a Hexcode or RGB code.
Or choose a color with the color selection tool.
Save Changes.
Organization Settings
Organization settings include your Organization Name, Address and Phone Number.
Urban SDK will initially add Organization Name, Address and Phone Number. Admin users can change the Organization account information.
To update your Organization Settings:
Open Settings from the left menu.
Select the Organization tab from the Settings menu.
Open the "Organization Settings" container.
Complete the form.
Save Changes.
