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 that 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 can be searched and filtered. Members who are not the mission owner or administrator have view-only access to the Members tab.
Add portal users to a mission
Portal users can be added in three different ways; by portal group, CSV, 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.
To add portal users to a mission using the portal users list:
- Click View Missions.
- Click Mission Details for the mission.
- Click the Members tab.
- Select the users you want to add by clicking their names or using the search bar to find them.
- Click Add to transfer them to the Mission Members list. You can also double-click a name to add a user one at a time.
To add portal users to a mission by portal group:
- Click View Missions.
- Click Mission Details for the mission.
- Click the Members tab.
- Click Batch Add.
- Click Add from Portal Group.
- Select the group or groups you wish to use.
In the event of multiple portal groups containing the same members, duplicate members are automatically filtered out.
- Click Add Members. The complete list of portal users will be added to the mission members list.
To add portal users to a mission by CSV:
- Click View Missions.
- Click Mission Details for the mission.
- Click the Members tab.
- Click Batch Add.
- Click Upload a CSV.
- Click Choose file.
- Select the CSV from your device's documents.
- Click Add Members.
At this point, the CSV is compared to the list of available portal users and the mission members list is populated based on users appearing in both.
CSV Requirements
In order for the tool to read the CSV properly, there must be a column entitled one of the following:
- Users
- User
- Names
- Name
- Usernames
- Username
Remove portal users from a mission
To remove portal users as members from a mission, complete the following steps:
- Click View Missions.
- Click Mission Details for the mission.
- Click the Members tab and find the Mission Members list.
- Select the users you want to remove by clicking their names or using the search bar to find them.
- 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 or remove 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 correct 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:
- Click View Missions.
- Click Mission Details for the mission.
- Click the Members tab and view your members list.
- Click the Set as Mission Lead button to set a member as a mission lead.
A dialog box prompts you to confirm that you want to set the member as a mission lead.
- Click Confirm.
A notification appears when the change is successful and the mission lead icon changes to an active state.
To remove a mission member as a mission lead, complete the following steps:
- Click View Missions.
- Click Mission Details for the mission.
- Click the Members tab and view your members list.
- Click the Remove as Mission Lead button to remove a member as a mission lead.
A dialog box prompts you to confirm that you want to remove the member as a mission lead.
- Click Confirm.
A notification appears when the change is successful and the mission lead icon changes to an inactive state.
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:
- Click View Missions.
- Click Mission Details for the mission.
- Click the Teams tab.
- Click the field marked Enter Team Name
- Type the team name in the text box and click the plus icon.
Your 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:
- Click View Missions.
- Click Mission Details for the mission.
- Click the Teams tab.
- Select the team whose name you wish to edit.
- Click the name of the team you want to edit.
- Click the pencil icon next to the name.
- Type a new name and click the check mark.
Your 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:
- Click View Missions.
- Click Mission Details for the mission.
- Click the Teams tab.
- Select the team you want to delete.
- Click the trash icon next to the name..
- Click Delete to confirm the deletion.
Your 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:
- Click View Missions.
- Click Mission Details for the mission.
- Click the Teams tab.
- Click the team you want to add members to.
- Select the mission members you want to add to your team, either manually or using the search bar.
- Click Add.
The selected mission members are transferred from the Mission Members list to the Team Members list. Repeat these steps for each team.
Remove mission members from a mission team
To remove mission members from a mission team, complete the following steps:
- Click View Missions.
- Click Mission Details for the mission.
- Click the Teams tab.
- Select the mission members you want to remove from your team, either manually or using the search bar.
- Click Remove.
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:
- Click View Missions.
- Click Mission Details for the mission.
- Click the Teams tab.
- Click Add Teams.
A dialog will display the portal groups that you can add as a team.
- Select the portal groups you wish to add as a teams to the mission by clicking the checkbox next to their names.
- Click Next.
A dialog will open displaying the selected teams.
- In order to add the group to the mission as a team, you must give the team a unique name in order to prevent portal group duplication. Once all of the teams have been renamed, click Next.
A dialog will display indicating that the team was added successfully.