Navigating the Initiative workspace

Summary tab: The Initiative 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: This is where you can edit initiative details including the initiative name and description, partner logos, images used in the public initiative webpage, and contact information.

Identify tab: All data uploaded to Wildlife Insights through the web-based upload will show up in the Identify tab. These images have passed through the AI model and are ready for a user review. You’ll see all of the images uploaded by projects within the initiative here.

Catalogued tab: All of the data that has been reviewed by a user will be stored in this section. Data from all of the projects within the initiative will be shown here.

Download button: You can easily download all of the data from the entire initiative by clicking on this button and selecting “Request data”

User Permissions button: This button will open a screen where you can 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. To create an initiative, you can:

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.

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 on the right for an example.

This will open a “New Initiative” form where you can enter initiative details. If you’re creating an initiative, the initiative must be associated with an organization that you have access to. 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.

Join an existing 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 initiative in question in order to associate a project to an initiative.

• The initiative Owner can invite the project Owner/Editor to 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 of the project in question. The initiative Owner/Editor can then edit the project’s details to associate the project with the initiative.

Any project that is part of an initiative will be visible to all users with some role in the initiative. This includes any user who is explicitly granted a role in the initiative as well as any user with an Owner, Editor, or Viewer role in the initiative's parent organization.

Invite a team member to an Initiative

To add a team member to your initiative, go to the initiative page and select the green people icon button, located on the right side of the screen. This will open a “Users permissions” box. 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. If the team member does not have an approved Wildlife Insights account, their name will not appear in the permissions list.

There are three roles that you can assign to initiative team members: Owner, Editor, or Viewer. Permissions associated with each role are shown in the table below. There’s no limit on how many owners, editors or viewers are assigned to any initiative. Any user with any 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 user 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 selecting “Revoke” next to the user’s name.