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Getting started
Introduction
- Macro-Managing™ is about Leader and Management Teams working together better. Teams are fundamental to our structure. All users will a member of a Team. Teams are part of an Organization. Most users will be members of one Team, although some users can be members of multiple Teams under multiple Organizations.
Register your Organization
These are the steps to register your Organization.
- To get started, click on the 'Sign-Up your Organization' in the banner(top) of the website. The instructions there will get your organization registered and you will become the Organization’s Administrator with your email address as your username and your own specified password.
- the next stuff
- (After you have the organization registered, and you become an individual user as well, then you will access your own Home Page by through the Login button.)
Login Process
To login you must first have an active account. Only Organization Administrators and Team Facilitators can create user accounts. User accounts are created by invitation to join the organization or team.
To login, click on the Login link located in the banner at the top of each page (see image below).
Login link (highlighted)
When the login page displays, enter your Username and Password, then press the Login button. If you entered the proper credentials, and your account is active, you will be directed to your Home Page. If your credentials are not correct or your account is inactive, a message will appear. Correct any errors and try again.
Login Help
Help links are provided on the Login page to give assistance when you can not login. Email addresses are used for Usernames. A link is provided to reset your Password.
If you can not access your account and need assistance, contact your organization or Team Facilitator. You may also contact the Macro-Managing User Security.
User Categories
- Administrator - The one designated to Create/Oversee the Organization's account (Profile, Vision, Teams, Members, Payments)
- Team Facilitator - Creates/Oversees the Team (Vision, Members, Tools)
- Team Member - Participates in one or more Teams.
- Team Visitor - Able to view and make comments regarding all entries by all members.
- Certified Partner - Serves as a coach/consultant of Macro-Managing™ concepts and tools for Organizations.
Administrator
An Organization's Administrator(s) can be a person from inside or outside the organization but in either case designated by the organization. The person that initially registers the organization at the Macro-Managing.com™ website is the organization administrator. However, another person can be added to share in the role as Administrator. Organization Administrators can access their special capabilities and responsibilities from their Home Page by clicking on the Org Administrator title within their organization. Their role includes:
- Responsible and accountable for all the Teams and Users in their Organization
- Establish the Team Facilitators through the invite process
- Receive Billing Invoices to view and approve payment for the services
- They can also add the Value and Mission statements for the organization
- They can also add the Values in the box provided. These values will be used and presented throughout the pages of the other tools.
Team Facilitator
Team Facilitators are the persons responsible for the team or group of people who will be meeting within one common focus. The type of focus could be the Executive team or the Marketing team or a team formed to orchestrate the organization’s move to a new location. Usually the person that initially registers the Team is the Team Facilitator. However, another person can be added to also be a Team Facilitator as a replacement or as a Co-Facilitator. Team Facilitators can access their capabilities from their Home Page by clicking on the Team Facilitator title within their Team. Their role includes:
- Inviting participants to their team: This is done from the Team Facilitator page. Click on Add Member. It will provide a box in which you insert the email address only of the member to be added and click the Submit button. An email will be sent to the invited person with basic instructions and a link to www.yngine.com
- Selecting the tools for the Team: This is done from the Team Facilitator page. Click on Manage Tools. There is a menu including tool kits of more than one tool or you can select a single tool or variety of tools. Once the selection is made, then click Submit.
- Teach the users how to use the tools: his is done through group and individual coaching
- Confirm participants are current with their use of tools: This is done through follow-up and viewing of individual entries
- Confirm participants are interacting with other team members through the tools: This is done through follow-up and viewing of individual entries
- They can also add the Vision and Mission that is set for the team. This Vision and Mission may be different than for the organization but they will be related and supportive to bring clarity of focus for the team
Team Member
Team Membership begins with an invitation from a Team Facilitator. The prospective participant receives an invitation (email) with a link to create their personal profile. After completing their profile, the new member can login with the credentials they entered. From their User'Home Page', they can click on the name of the Team to join in the activities. Click the following link for a description of the Team Tools.
Team Visitor
Team Members with the status of 'Visitor' have access to all the information as other Team Members, but can't create new items. They can make comments at any line item. This category is useful for upper management, advisors or other stakeholders who are not directly required to submit Deliverables or Activities for a Team.
Certified Partner
Certified in Macro-Managing, helpful to get your Org started and fine tuned.