This feature works for:

Account: Main Organiser Account only 

Plan subscribed: All plans


Before you begin:


Things to take note:


There are two types of Sub-Organisers:


1. New Sub-Organisers 

2. Existing Sub-Organisers

  • This adds back a previously removed Sub-Organiser account in bantu Workspace by entering their email address, as seen below: 


  • Since these accounts were removed before, their existing accounts do not have any projects or contact data

Instructions:

1. Click on the 'Manage My Organisation' tab on the bantu Workspace Dashboard


2. Click on the 'Sub-Organiser List' sub-tab

3. Click 'Add a New Sub-Organiser'

  • This sets up a new bantu Workspace account for your Sub-Organiser(s) using their email address, a password you can set for them, and the remaining fields to fill in, as seen below:



Tip: If you wish to generate a random password, just check the box 'Generate a Random Password?'. 


Note: If your Sub-Organiser has a bantu Workspace account before, you should use 'Add an Existing Sub-Organiser' instead.



4. Once done, click 'Add Sub-Organiser'

  • An email containing the invitation link will be automatically sent to the email address used to add the new Sub-Organiser
  • Upon clicking on the invitation link, the Sub-Organiser will receive an email containing the login credentials you have set for them and you will see his/her record in your list of Sub-Organiser at the bottom of the page


5. Scroll down to page bottom to see the list of all your Sub-Organiser(s) 

  • This list of Sub-Organisers will have bantu Workspace accounts, without the 'Manage My Organisation' tab that you have
  • Sub-Organisers' accounts will only have contact data if there are projects under their management, which can either be created themselves or transferred to them
  • You can view, edit, remove and manage permissions for your Sub-Organisers, as seen below:


  • 'Remove': All the data in that account for both project and contacts involved will be automatically transferred to your account
  • 'Manage Permissions': You can turn off certain features for your Sub-Organisers, such as the ability to import or export contact data


Troubleshooting: 


Q: The email verification link sent to my Sub-Organiser is expired, what should I do? 

A: Each email invite is only valid for 48 hours. If the email verification link is not clicked within 48 hours, the Main Organiser can simply re-add the user as a new Sub-Organiser (Refer to Step 3).


What’s Next?

If you have created projects, you may transfer them to your Sub-Organiser(s) for them to manage the project and its participants. If you have not, you can create a new project.



> Learn how to manage permissions of your Sub-Organiser(s)
> Learn how participants sign up for your project 

> Learn how to create or edit Custom Fields