SHARE Account Management - Modify Licenses and/or Users

Organizations can now manage the account access for all associated staff (and volunteers) using the Account Management portal. 

NOTE: Only designated Senior Leadership or Program Managers usually have access to the Account Management portal. Please reach out via the chat bubble or email [e-mail] to gain access.

Using the Account Management Portal

1. Log into SHARE.
2. On the SHARE homepage, choose the tab on the left My Organization. 

Purchasing Additional Change Machine Licenses 

1. Select "New License Request"  then you'll see this popup: 
2. From there, follow the prompts to complete the purchase of additional licenses.
   NOTE: You are also able to repurpose licenses, please review the next section if that's what you wish to do.

View Your Organization's Users

Access the Users tab, from here you can view all staff from your organization that have current access or have been deactivated. 

Manage Your Organization's Users

Every staff person from your organization that had or currently has access to the Change Machine Platform. The following columns of information can be seen:

• Name: The first and last name entered for this user when they were created.
• Email Address: The email address entered for this user when they were created.
• Active: This checkbox shows whether this user is currently active (checked) or not (unchecked).
• License: This shows which Change Machine license was allocated to this user. 

Edit a User:

To edit an added user's information:

1. Click the Edit button to update a user's Name, User Profile (License), or Role within your organization.  You can also update their SHARE access if you'd like them to have admin privileges versus just user privileges. 
2. Click Submit to save the changes.

NOTE: The email address cannot be edited here. Only that user (from My Profile and Settings) or Change Machine Staff can update a user's email address. 

Add/Request New Users

To add a new staff user to your organization's list of users:

1. Click the New User Request button.
2. Fill out the following fields:
   1. First Name
   2. Last Name
   3. Email
   4. User Profile: This field corresponds to the license level that will be assigned to this user.
   5. Role: Choose the option
3. Click Submit to save the changes.
4. Once the New User has been created, they will receive an email from Change Machine asking them to complete setting up their account by creating a password. 

Deactivate (Remove) a User

If a staff member no longer needs access to the Change Machine Platform, you can deactivate their account by:

1. Scroll to the bottom of the Account Management page to view Users.
2. Locate the Name of the user who no longer needs access.
3. To the far right of their name, click the Deactivate button.
4. You will see a banner at the top of the page that will show if this Deactivation was successful or not.

Activate an Inactive User

If a staff member has been deactivated and needs access to the Change Machine Platform again, you can activate their account by:

1. Scroll to the bottom of the Account Management page to view Users.
2. Locate the Name of the deactivated user who now needs access.
3. To the far right of their name, click the Activate button.
4. You will see a banner at the top of the page that will show if this Activation was successful or not.

NOTE: If you are unable to activate a user using this method, use the chat bubble on this page to contact our Tech Support Team to activate this user.

LEARN Dashboards

Review Course Progress for Your Staff

1. Choose to review course progress either by LEARNER or by COURSE.
2. You can review Course(s) started/completed, and date.
3. Under the user's name, you'll also see when they last logged in.

As this is a newer feature, please share with our team if there is anything that you'd like to see improved on these reports either through the chat bubble or via [e-mail]

We appreciate all feedback!