Videos: Setting Up Your Company-wide Resources

Although data in Wildnote is organized by projects, some resources are used across multiple projects. The videos below show you how to set up the company information such as name and logo, system users, your company survey library and more.

High Level Administration of your Wildnote Account is Managed in Company Settings

Some of your company administrative information is common to many of your Wildnote data collection projects. For example your company name and logo, the users that have access to the system, and the billing account status will all be managed at the company level. The video below familiarizes you with the available administrative settings.

Managing Company Users and User Roles

From the "Settings\User" page you can see your current users, their contact information, and your company admins. Watch this video to see how to edit any of the details, including adding or removing company admin privileges. You will also see how to can invite new users to your company. 

Survey Forms Available to your Company and Projects

From the "Settings\Your Survey Forms" menu item you set a list of all of the surveys used in any project in your company. You can edit, lock, and duplicate the survey forms. Multiple projects can use the same survey form. To assign a survey form to a specific project you will go to the individual project.

Take advantage of pre-built survey forms 

Wildnote has worked closely with industry experts in the fields of Archaeology, Biology, Compliance, Cultural Resource Management, and Wetlands to create top-notch survey forms and industry sanctioned reports. This means you save you time in building the forms and increase accuracy in the field with the proven survey forms. You can copy the library survey forms and either tailor them to your company needs or use as-is.