Add mission members and teams

ArcGIS Mission members are participants in a mission who can interact with each other, directly or in groups (also referred to as teams). Any portal user can be added as a member to the mission, but they must be properly licensed for the app.

The following describes the main differences between portal users, mission members, and mission teams:

• Portal users—Authorized users in Portal for ArcGIS who are not yet assigned to the mission. Portal users can be assigned to any number of missions but can only view or participate in missions they have been assigned to as a mission member.
• Mission members—Portal users who are assigned to a mission. By default, the mission owner is the first member in the mission. A mission member can be involved in the mission using ArcGIS Mission Manager or Responder. Mission members who are not assigned to a team can still participate in the mission.
• Team members—Mission members who are assigned to a particular group in the mission.

Members

There are two lists on the Members tab: Portal Users and Mission Members. Mission owners or administrators can add or remove portal users from the mission. If a portal user is added to the mission, they become a mission member. If they are removed from the mission, they return to being a portal user.

Both lists are paginated and can be searched and filtered. Members who are not the mission owner or administrator have view-only access to the Members tab.

To view information about a portal user or mission member, click a person’s avatar on the Members or Teams tab to display details about the person. This will always include first and last name, username, and email address. Additional information, such as qualifications and bio, may be updated through the portal. Only an administrator can create and modify a member’s qualifications. This is done by configuring member categories in the portal.

Add portal users to a mission

Portal users can be added in three ways: by portal group, from a .csv file, or from the Mission Members list. However you choose to add members, the mission member count will update in real time to display the total members in the mission.

Add users from the portal users list

To add portal users to a mission using the portal users list, complete the following steps:

1. Click View Missions.
2. Click Mission Details for the mission.
3. Click the Members tab.
4. Select the users you want to add by clicking their names or using the search bar to find them.
5. Click Add to Mission to transfer them to the Mission Members list.

   You can also double-click a name to add a user one at a time.

Add users by portal group

To add portal users to a mission by portal group:

1. Click View Missions.
2. Click Mission Details for the mission.
3. Click the Members tab.
4. Click Batch Add.
5. Click Add from Portal Group.
6. Select the group or groups to use.

   In the event of multiple portal groups containing the same members, duplicate members are automatically filtered out.

7. Click Add Members.

   The complete list of portal users will be added to the Mission Members list.

Add users with a .csv file

To add portal users to a mission by uploading a .csv file, complete the following steps:

1. Click View Missions.
2. Click Mission Details for the mission.
3. Click the Members tab.
4. Click Batch Add.
5. Click Upload a CSV.
6. Click Choose file.
7. Select the .csv file from your device's documents.
8. Click Add Members.

At this point, the .csv file is compared to the list of available portal users, and the Mission Members list is populated based on users appearing in both.

.csv file requirements

For the tool to read the .csv file properly, there must be a column titled one of the following:

• Users
• User
• Names
• Name
• Usernames
• Username

The column title is not case sensitive, but it must match one of the above terms. These terms cannot be translated. The rows beneath this column should be populated by portal usernames. If a username, or multiple usernames, appear in the .csv file but could not be added, the app will notify you and add the rest of the portal users to the Mission Members list.

Remove portal users from a mission

To remove portal users as members from a mission, complete the following steps:

1. Click View Missions.
2. Click Mission Details for the mission.
3. Click the Members tab and find the Mission Members list.
4. Select the users you want to remove by clicking their names or using the search bar to find them.
5. Click Remove to transfer them to the Portal User list.

   You can also double-click a name to remove a user one at a time.

   The Total Mission Members field updates as you add or remove portal users.

Set a mission member as a mission lead

As a mission owner, you can designate other members as mission leads to have similar capabilities as a mission owner. Designating members as mission leads is not required for a mission and there is no maximum. When a member is designated as a mission lead, they can do the following:

• Add and remove members from a mission.
• Cache and restore an activity in the Chats, Tasks, and Reports feeds.

To become a mission lead, the member must have the privileges of a Publisher role or above. When a portal user is added to the Mission Members list, ArcGIS Mission checks whether the mission member has the appropriate privileges to become a mission lead. An icon appears next to the name of mission members if they are eligible to be mission leads.

To designate a mission member as a mission lead, complete the following steps:

1. Click View Missions.
2. Click Mission Details for the mission.
3. Click the Members tab and view the members list.
4. Click the drop-down list next to the name of the member you want to set as a lead.

   A notification appears when the change is successful and the mission lead icon changes to an active state.

Remove a mission member as a mission lead

To remove a mission member as a mission lead, complete the following steps:

1. Click View Missions.
2. Click Mission Details for the mission.
3. Click the Members tab and view your members list.
4. Click the drop-down list next to the name of the member you want to remove as a lead.

   A notification appears when the change is successful and the mission lead icon is removed.

Teams

Mission teams are designed as an organizational tool, allowing information to be sent to specific members or teams rather than the entire mission. A mission team is created based on organizational needs. Once mission members are assigned to a mission, they can be added to teams. A mission can include any number of teams, and mission members can belong to more than one team. Members who are not the mission owner or administrator have view-only access to the Teams tab. Teams can be added by portal group as well.

Create a mission team

To create a mission team, complete the following steps:

1. Click View Missions.
2. Click Mission Details for the mission.
3. Click the Teams tab.
4. Click the field marked Create new team.
5. Type the team name in the text box and click the add button.

   The team appears in the panel with two columns: Mission Members and Team Members.

Edit a mission team

To edit a mission team, complete the following steps:

1. Click View Missions.
2. Click Mission Details for the mission.
3. Click the Teams tab.
4. Select the team whose name you want to edit.
5. Click the name of the team you want to edit.
6. Click the edit button next to the name.
7. Type a new name and click the check mark.

   The team is renamed. A notification appears at the bottom of the app, confirming this change.

Delete a mission team

To delete a mission team, complete the following steps:

1. Click View Missions.
2. Click Mission Details for the mission.
3. Click the Teams tab.
4. Select the team you want to delete.
5. Click the delete button next to the name.
6. Click Delete to confirm the deletion.

   The team is deleted. A notification appears at the bottom of the app confirming this change.

Add mission members to a mission team

To add mission members to a mission team, complete the following steps:

1. Click View Missions.
2. Click Mission Details for the mission.
3. Click the Teams tab.
4. Click the team you want to add members to.
5. Select the mission members you want to add to your team, either manually or using the search bar.
6. Click Add Members.

   The selected mission members are transferred from the Mission Members list to the Team Members list. Repeat these steps for each team and member.

Remove mission members from a mission team

To remove mission members from a mission team, complete the following steps:

1. Click View Missions.
2. Click Mission Details for the mission.
3. Click the Teams tab.
4. Select the mission members you want to remove from your team, either manually or using the search bar.
5. Click Remove Members.

   The selected mission members are transferred from the Team Members list to the Mission Members list.

   Note:

   Mission members who have previously been removed from a mission team can be re-added at any time.

Add a mission team by portal group

Mission teams can also by added to a mission by selecting an existing portal group and adding it as a team. Doing so will also add any portal members not already part of the mission to the Mission Members list. To add a mission team by portal group, complete the following steps:

1. Click View Missions.
2. Click Mission Details for the mission.
3. Click the Teams tab.
4. Click Add from Portal.

   A dialog box displays the portal groups that you can add as a team.

5. Select the portal groups you want to add as a team to the mission by checking the check box next to their names.
6. Click Next.

   A dialog box appears, displaying the selected teams.

7. To add the group to the mission as a team, give the team a unique name to prevent portal group duplication. Once all of the teams have been renamed, click Next.

A dialog box appears, indicating that the team was added successfully.