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Add Your Profile or Event to the Map

Adding Your Event - Part 2

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Please Note - Each of the Content sections are links you can click on to take you to that specific part.

Contents:
  1. 1 Next Step to Creating Your Event Profile
  2. 2 Project Profile Dashboard Introduction
  3. 3 Locating Your Individual Project Profile Dashboard
  4. 4 Overview of An Individual Project Profile Dashboard
  5. 5 Type of Organisation and Mission
  6. 6 Categories
  7. 7 How and Why People May Search for Your Organisation
  8. 8 Extra 'Tags' for Services, Accessibility & Facilities
  9. 9 Event: Date and Time
  10. 10 Your Event
  11. 11 An Introduction to Adding Your Location & Your Options
  12. 12 Adding Your Location
  13. 13 Contact
  14. 14 Contact Overview
  15. 15 Contact Options
  16. 16 Changing The Order of Your Contact Information
  17. 17 Example of a 'How to Get in Contact' Profile Section
  18. 18 Getting to know the 'Get in Touch' Contact Form
  19. 19 Media Introduction
  20. 20 Media Options & Overview
  21. 21 Selecting Your Files
  22. 22 Design - Giving You the Ability to Make Your Profile - Your Own
  23. 23 Introducing Your Design Options
  24. 24 About Duplicates
  25. 25 Before You Start
  26. 26 The Duplicates Dashboard
  27. 27 Adding Duplicates: Step 1 - Creating the CSV File
  28. 28 Adding Duplicates: Step 2 - Uploading the CSV File
  29. 29 The Next Steps
  30. 30 Checking & Amending Profile Information Prior to Making Duplicate Profiles 'Live'
  31. 31 Your Duplicates Have Been Created
  32. 32 Managing Your Duplicate Profiles
  33. 33 About the User Manager and Sharing Permissions
  34. 34 Add/Invite Team Member(s)
  35. 35 Profile Editing Permissions Dashboard
  36. 36 Set Up & Manage Profile Editing Permissions
  37. 37 Remove Users and/or Amend Profile Sharing Permissions
  38. 38 Manage Your Profile or Event Settings
  39. 39 Delete Your Profile or Event
  40. 40 Duplicate Profile Settings

1: Next Step to Creating Your Event Profile

This next step is where you have full control over what you share on your profile. It is your opportunity to Tell your ‘Story’ and Share your ‘Why’. To partially brand your profile and add links to your social media and donation pages.

Be creative, share as much or little as you like – The choice is yours. From our experience profiles that share more than just a link to their website get more views and click throughs.

 


 

2: Project Profile Dashboard Introduction

Whether you add one profile to the map or one hundred, or if you have one ‘Master’ profile that you then duplicate across a wider area, each Project profile will have its own ‘Dashboard’ for you to manage the content, the team members who have access, the location, the semi-branding, etc.

 

 


 

3: Locating Your Individual Project Profile Dashboard

Once you have signed into your account you may notice that where it said ‘My aDoddle’ it will now say ‘Name’s’ aDoddle (The one that you set your account up in).

 

1 Click on ‘Name’s aDoddle’ this will open a drop down list.

2 Select & Click on ‘Dashboard’ to open your Project’s Profile Dashboard

 

Dashboard: Here you will be able to manage your Project Profile(s) or add new ones:

3 Add to the Map+:   This is where you can start a new Profile

4 Search for a Project: If you have multiple Projects this is where you can search for it by name

5 View or Edit Project: Click ‘View’ to see your live profile or Click ‘Edit’ to access your Projects individual profile dashboard

 

 

Image shows screenshot of screen you will see for guide points above.

 


 

4: Overview of An Individual Project Profile Dashboard

Within an individual Project* profile dashboard you have full control over any information that you share with the public. You also have the ability to brand** your profile.

1 You are editing: This confirms the name of the profile you are working on

2 Back to Projects/ View live Profile: 

    • Back to all projects allows you to go back to your main project management dashboard
    • View Live Profile enables you to see how your profile now looks to those viewing it

3 Percentage of completion: This ‘bubble’ shows how complete your Profile is

4 Profile Tabs: These tabs allow you to select the part of the Profile that you wish to work on

5 Section completion Guide: 

    • Sections that have content will be ‘greyed’ out and have a line through them
    • Sections in turquoise still require content.

Please note that each bullet point in   5 is actually a link to the accompanying section, meaning that you can access each section for managing your profile from either the ‘tabs’ on the left-hand side or the bullet points.

 

Image shows a screenshot of the full dashboard with numbers 1 to 5 that are described in the points above.

 

 

* Project: 

As a guide a project is any charity, community group, organisation, event, community building, resource or opportunity that provides a free/low cost or subsidised service. Including places & groups for people to connect, as well as opportunities for volunteering within a community.

**Brand:

You have the ability to add a bespoke header image for your profile & select one main branding colour that will go behind your header image and also become the ‘tab’ colour on your profiles sections.

 


 

5: Type of Organisation and Mission

Image showing the screenshot of The Essentials 'Tab' from the profile dashboard.

1 Type the name of the Project, Group or Organisation.

2 Share a brief description of what the aim of your Project is. Please note that this is just 100 characters – including spaces. Based on user feedback we recommend using an active word such as ‘Providing’, ‘Supporting’, ‘Facilitating’ at the start to help people gain an instant understanding of your purpose.

 

33.1 The next line after is a drop-down box that allows you to choose the kind of organisation or Project you are creating the Profile for:

  • Charity
  • NFP – Not For Profit
  • Community Project
  • CIC or CIO
  • Community Building
  • Event
  • Community Group

 

3.1 Graphic screenshot showing the types of organisations.

 

3.2 If you have selected: Charity, NFP, CIC or CIO – You will see this box for your Charity or Company Number:

 

Screenshot showing 3.2: What is your charity or company number?

 


 

6: Categories

Please Note: You can add and update the categories associated with your profile. You may select as many as you wish and will help anyone using ‘filters’ to find you.

Category Options:

1   There are a wide variety of categories for you to choose. You may select as many as you wish.

Note: If you are using a screen reader to use this guide, please note that once in the Category section in your dashboard the options should be read by your screen reader. (Please do give us feedback if you face any issues)

 

 

1.1  Your Main Category – If you have chosen more than one category then you can choose and updated this at any stage.

  • This becomes the ‘icon’ for your pin-point on the map.

 

 


 

7: How and Why People May Search for Your Organisation

The next two sections allow you to choose how people might find you when they are searching:

  • E.G. Are your services free or charged?
  • You may select as many as apply in each section

1  Are your services:

  • Free
  • Low Cost
  • Subsidised
  • Charged
  • Donation Appreciated

You may select as many options that apply by clicking in the checkbox to the left of each option.

 

Image showing point 1: Are your services, Free; Low cost; Subsidised; Charged; Donation appreciated.

 

1.1  Thinking about the work that you do and the support that you provide or need. If someone was looking for a Project* like yours, would they search under:

  • I Need Help (think someone in crisis)
  • We Want to Connect and Share (think project collaboration)
  • We Want to Support Locally (think local support from a business)
  • I Want to Connect With Others in My Community (think someone feeling isolated)

You may select as many options that apply by clicking in the checkbox to the left of each option.

 

 

Please remember to click the ‘Save’ button whenever you make changes.

Screenshot of the Save button.

 

Project*: All charities, non-profits, community projects and organisations (or similar) that provide a free/low cost service or connection for people within a community.

 


 

8: Extra 'Tags' for Services, Accessibility & Facilities

In recent months we have had many conversations with people who were either searching for help or support workers helping people to find support and opportunities. A really big issue was raised by them – people didn’t have access to the maps because they had no money available for phone/internet data. Also people couldn’t easily see if locations were accessible, had things like baby changing facilities or access to computers.

These ‘Tags’ are our first step to helping make this information available and you can help by adding any that are relevant to your organisation.

1 You can choose as many that apply to your needs at any given time

 

Note: If you think of any other ‘Tags’ that would be helpful please do contact us via the contact form

9: Event: Date and Time

Set up a Start Time and End Time for Your Event

There is a bit of magic that happens in the background. Once the date for the event has passed, the specific event profile automatically hides itself from the map (please note that if someone has the direct link to it, it is still visible).

However, it stays in your ‘dashboard’ so that you can re-use it in the future.

 

1  Here is where you can enter the Start Date and End Date of your Event – you can either type it in manually or click on the calendar icon to the right of the box, which will open up a calendar option for you to select your Start Date / End Date from.

 

2  This is how the calendar option will show for you, click on the small black arrow next to the month (i.e March 2023 on the graphic) to change the month, or use the two arrows in the top right corner to flick through the months in order. Then select the date once you are in the correct month.

 

3  Here is where you can enter the Start Time and End Time of your Event – you can either type it in manually or click on the clock icon to the right of the box, which will open up a drop down list option for you to select your Start Date / End Date from.

 

4  Here is how the dropdown list option will show for you, use your mouse, laptop touchpad or finger (on smartphones) to scroll up and down the two lists and select your Start Time / End Time

 

 


 

10: Your Event

This section is a space for you to share the overview of your Event, what and who it is for, why you are hosting this event and the difference it can make to people’s lives, along with any additional relevant information to do with your Event. You could share a guide to the services, help and opportunities you provide. You can also share any volunteering opportunities that you have available and how people can apply for said positions.
Also for any information on how people can donate to you or support your work, or projects – Please note: that part of aDoddle’s Terms and Conditions is that you can not ask for money through your profile. However you may add a link to a donation page within the contacts section of your profile.

 

 

NOTE: 

Please remember to click Save, if not, and you leave the page without saving all work will be lost.

 


 

11: An Introduction to Adding Your Location & Your Options

Image showing a screenshot of the 'Tab' for the 'Location' section within the profile dashboard.

As we listened to feedback, over the last 10+ years, it became obvious that every organisation is different and a variety of options were needed  to help match these requirements.

You have the ability to

  • Add an exact location
  • Hide a specific location – yet still show that a service is available in an area, without an address showing
  • Move a ‘Map Pin-Point’ to the location of your choice

If your Project* operates over a wider area, or multiple areas, you also have the ability through the ‘Duplicates’ option (separate tab in dashboard) to create a master profile that is then replicated in your desired locations.

We realise that there maybe things we have not heard yet, so if you have feedback on how we can improve the location options available – Please do let us know.

 

* Project: 

As a guide a project is any charity, community group, organisation, event, community building, resource or opportunity that provides a free/low cost or subsidised service. Including places & groups for people to connect, as well as opportunities for volunteering within a community.

 


 

12: Adding Your Location

Add your organisations postcode or the location of where you provide your service and click search.

1 Add your organisations postcode or the location and click search

2 This setting allows you to keep the address hidden, it’s the perfect setting if you run your charity or organisation from home, or if you don’t wish for the public to see the actual address – for example: if you work in an area but don’t have an actual office or you wish to keep your office location hidden

Screenshot showing map with arrows pointing to examples of the 3 points regarding setting your location.

3 You can zoom in on the map and move the ‘Red Map Pointer’ by clicking and holding down the left mouse button (secondary mouse button for those who are left handed, or have other methods for accessibility), and then ‘dragging’ it to exactly where you want your pinpoint to be. This is ideal if you want to ‘Hide’ your exact location, yet still want to show that you work in an area.

Please Note: If your project, opportunity or resource is available in more than one area then there is a system on aDoddle that allows you to ‘Duplicate’ a Master Profile and replicate it in other areas. Please see the guide section on ‘Duplicates’.

 


 

13: Contact

Image showing a screenshot of the 'Tab' for the 'Contact' section within the profile dashboard.

Contact: You have the ability to add links to both contact information such as website, email, phone number etc, as well as to any links to social media accounts that you have or even a donation page.

You can choose to share as much or as little information as you wish, there are also safeguarding features such as: not making the email address visible on the main webpage, but allowing people to click the link to view your contact email (this keeps you safe against bots and scam emails).

Please Note: aDoddle has a policy that to have a profile you must add at least one contact option.

14: Contact Overview

A quick overview of the contact dashboard:

1 Select the type of contact you wish to add, a drop down list of options will open – see guide image 1.1 in ‘Contact Options’ below for a list of contact options that you can add here.

2 Add the contact details. Please ensure to add the full link if you are adding social media links
eg: https://twitter.com/adoddle_uk
instead of: @aDoddle_UK

3 Click here if you want to add another contact option

4 Check this box if you would like to add the ‘Get in touch’ contact form option. This will add a ‘Get in Touch’ form to your profile, making it easy for people to contact you. The enquiry will come directly to you, not to our team at aDoddle. See 4.1 below for image of how this looks on your profile

5 You can select the email address that you would like the ‘Get in touch’ contact form to be sent to

6 Need to remove a contact option? Just click on the ‘Remove’ button to the right of the contact that you wish to delete

7 Remember to click [Save]

Image showing the sections 1 to 7 from the guide points.

 


 

15: Contact Options

1.1 There are a wide selection of contact options available for you to add

We recommend that you add as many as possible, including any links to social media channels that you have. Feedback has shown us that often if someone is looking for help or wanting to volunteer for an organisation they like to take a look at ‘how you show up’ online.

Other feedback has shown us that whichever contact option is closest to the top is the one they will use (unless you have selected to use the contact form). Therefore if you prefer for people to phone you, then put this at the top, or if it is an email you would prefer, then add that as the first option.

Do you have a donation page? If so we recommend that you add it as the last option on your contact list rather than ‘hiding it’ in the middle.

Image showing the contact options available when you click on 'Select type of contact'

 


 

16: Changing The Order of Your Contact Information

There may be a time when you want or need to change the order of the Contact options that you have added. Perhaps you want to add a new social media channel, or maybe you forgot to add your donation page.

Changing the order is easy.

1 To the left of each contact you will see three dots in a vertical line

2 To change the order, just hover over these three dots and you will see a ‘Cross’ appear. Click and hold down on your left mouse button and drag your selection to the position where you would like it to be. (This will be the opposite around, right mouse button, if you have set your mouse button up to meet your needs, eg: you are left handed)

Image showing the three vertical dots by the side of each contact option

Image showing the 'crosshair' that appears when you left click on the three vertical dots to the left of each option

 


 

17: Example of a 'How to Get in Contact' Profile Section

Example of contacts section:

1 Heading for the ‘How to Get in Contact’ – please note that the colour of the text here will depend on if you have chosen a bespoke colour for your profile in the ‘Design’ section.

2 Telephone – this will show the number that you add

3 Website – This will show the URL for your website. Feedback has shown that some people like to type this in themselves.

4 Email Address – your email address will show when clicked on

5 Social Media links will show the ‘Go to ….’ link. However YouTube will show the URL

6 Other – this will show the text that you add – but will not be a direct link.

7 Get in Touch – This will open the contact form and any messages will be sent directly to the contact email address that you provided. Please note that this option will only show if you have selected the option from above.

Image showing points 1 to 7

 

Note: Please remember to check all of your links once you have added them.

 


 

18: Getting to know the 'Get in Touch' Contact Form

The ‘Get in touch’ contact form is a way for people to get directly in touch with you straight from your profile page. Their message will come directly to the email address that you added in the previous step – The contact overview.

NB: We recommend that you test the ‘Get in touch’ function to ensure that any emails come into your Inbox and not your Spam or Junk folder. It will also give you an opportunity to see how the contact emails come through to you.

1 Click on the [Get in touch] button

 

Image showing the 'Get in touch' button

 

This will open the following form for people to complete:

1 This message will show the name of your organisation

2 Where the person adds their name

3 Contact number – this is optional

4 Email address

5 What their enquiry is about – they can choose to select an option

6 Space to type their message

7 A note from us to state how we handle the data. We are sharing this for transparency because the message does go through our system to reach you. We do not get the content in the message or anything that is identifiable, we just get a notification that a message has been sent, and what type of enquiry it is – 5.1 5.2 5.3.

8 Click the button to send the message

9 Click to close the message box

 

Image showing the contact form as it opens within a profile

 

5.15.3 Option: ‘I’d like to find out more about the service provided’ or  Option: ‘It’s about something else’. When either of these options are selected only the message box will show

Image showing just the message box that will be visible when either option 5.1 or 5.3 are selected.

 

5.2 When the Option: ‘I’d like to find out more about volunteering’ option is selected a new box will open to give the opportunity to select how may hours, days etc a person would like to volunteer. There are a selection of drop down choices for the person to make. Or they can select ‘I’d like to find out more first please’

 


 

 

19: Media Introduction

Image showing a screenshot of the 'Tab' for the 'Media' section within the profile dashboard.

The media section gives you the ability to personalise your profile by adding different types of media.

Options include:

  • Logo – to help with branding and making  your profile like a ‘mini-web-site’
  • Creating and adding photos to your gallery
  • PDF documents, for example, you may want to add meeting notes and other documents that you wish to share with your community

All are optional. However, we would recommend uploading photos, quotes or case study images where possible as this will give those in need of help an even better understanding of what your project is about.

20: Media Options & Overview

Media Options

1 Gallery: Add photos to your gallery – File types, which are; jpg, jpeg, jpe, png & up to 5 megabytes (MB) in size

2 Your Logo: File types, which are; jpg, jpeg, jpe, png & up to 5 megabytes (MB) in size

3 Documents: PDF document format only up to 5 megabytes (MB) in size. If your file is not in PDF format there are online PDF file converters available online, often free to use. We would recommend that you check out reviews before using – sadly there are unscrupulous people out there

Image showing where to upload media files within your profile.

 


 

21: Selecting Your Files

Each of the Media options requires you to upload a ‘file’ whether that is a Graphic or PDF document.

For some this may be something that they are familiar with and this will be a simple step. However we are aware that others may find this step ‘daunting’.

Each person and organisation sets up their computer, laptop, tablet, etc differently and we all have our own ways of storing documents and graphics. There is no single ‘correct’ way of doing this. So here are a few tips that may help (and if you have other suggestions that we can add here please do let us know through the feedback form).

Tips for uploading media:

  • Make a note of the name of the file that you want to upload
  • Do you know where it is stored on your device and how to access it?
  • Check the file size and format matches those allowed

1 Once you are ready to upload your media just click on the button that says ‘Choose file”

 

Screenshot showing the 'button' to click to add/upload an image or P D F document

 


 

22: Design - Giving You the Ability to Make Your Profile - Your Own

Image showing a screenshot of the 'Tab' for the 'Design' section within the profile dashboard.

Helping to make it ‘aDoddle’ for you to ‘Brand’ your profile by adding a header image & selecting a single main branding colour. Helping to turn your profile into a ‘mini-website’ with the look and feel of your organisation.


 

23: Introducing Your Design Options

Whether you want to add a header image to your profile or select a single main branding colour this is where you can bring your profile to life to match your organisation.

1 Select and upload your featured header image:
File Type – We can only upload files up to 5 megabytes (MB) in size and only allow certain file types, which are; jpg, jpeg, jpe, png.
Ideal dimensions for the featured image – 1140 x 400 pixels

To help you we have included links to:

a) A replay of a workshop on creating a header image using Canva

b) A selection of templates that you can make your own using Canva

 

2 Here is where you can select your chosen brand colour. If you have a Hex Code for your colour you can add it here. Otherwise you can move the ‘crosshair’ ‘+’ (see 2.1) and/or the colour slider (see 2.2)

2.1 Select the ‘crosshair’ ‘+’ by clicking and holding down your left mouse button* and dragging the ‘crosshair’ to your desired colour

2.2 By clicking and holding down your left mouse* button and dragging the ‘slider’ you can change the depth of the shade of your chosen colour.

*or secondary mouse button for those who are left handed, or have other methods for accessibility

 

Please note: Please do think about the colour that you select as some people may have visual impairments that make it difficult if colours are too pale.

 

3 We offer two options for the section under your banner image that shows your logo and the icons for the categories you selected. You can choose between a ‘Light’ or ‘Dark’ option. The ‘Dark’ option is best if your logo is all white or a much lighter colour. Any other coloured or dark logos look best displayed on the ‘Light’ option – However the choice is yours! (Please see examples below 3.1 & 3.2)

4 Please remember to click ‘Save’ after you make any changes, or these will be lost

 

Examples:

3.1 Example of a ‘semi-branded’ profile using a header image, your chosen brand colour and the ‘Light’ option for behind your logo

 

 

3.2 Example of a ‘semi-branded’ profile using a header image, your chosen brand colour and the ‘Dark’ option for behind your logo

 


 

24: About Duplicates

Image showing a screenshot of the 'Tab' for the 'Duplicates' section within the profile dashboard.

 

A duplicate profile is a ‘copy’ of a ‘Master Profile’ which is replicated in your chosen locations. The benefits of creating duplicates include:

  • Showing the wider area where you provide your services or opportunities
  • Update the ‘Master Profile’ and it updates the duplicates
  • Ability to add ‘extra’ information to individual duplicate profiles
  • Option to give ‘editing permissions’ to team members for each profile

Creating duplicates is a little more technical than other aspects of managing your profile on aDoddle. However, taking it step by step you will soon have your duplicate profiles on the map.

You will need to create a simple ‘CSV’ file containing all of the postcodes for the areas you would like to create a duplicate profile in.

This may sound ‘scary’, however, this guide will walk you though ‘Click by Click’ and when you click the Add Duplicates+ button you will be taken to a page where you can download a ‘template CSV’ file for you to use.


 

25: Before You Start

Making Sure You Have the Right Project Profile:

In your dashboard you will see any profiles you have created. Select the one that you would like to duplicate by clicking ‘Edit’ – If you have more than one profile in your dashboard, select the one you wish to duplicate.

1 Check the name of the profile

2 Click edit

 

 

Important: If you have already created duplicates of this Project Profile please make sure that you are trying to duplicate the ‘Master Profile’ – to do this you can check two places.

3 If there is an exclamation mark – ‘!’ – with text to the right-hand side that reads: ‘This project is a Duplicate of …’
This confirms that the project profile dashboard you are in is an existing duplicate profile and it is not possible to duplicate a ‘duplicate’ profile.
If there is no exclamation mark – ‘!’ – and text that reads ‘This project is a Duplicate of…’, then this confirms you are already in the ‘Master Profile’

4 If however you are in a Duplicate project, just click on ‘Edit master project’ – this will take you to the Master Profile  ready for you to begin creating your duplicate profiles

 


 

26: The Duplicates Dashboard

Within the Duplicates Dashboard you can:

1 Add Duplicates

2 Manage, update, edit or delete existing duplicates

 


 

27: Adding Duplicates: Step 1 - Creating the CSV File

To begin adding Duplicates, you will need to create a simple ‘CSV’ file containing all of the postcodes for the areas you would like to create a duplicate profile in.

 

 

1 If you don’t have a spreadsheet application (i.e. Microsoft Excel or Apple Numbers), you can click the blue link that reads: ‘OpenOffice “Calc” and this should allow you to use a free application that works in the same way as the above software programme

2 Once you have chosen and opened the relevant software, click on the blue link ‘Use this Template’, once downloaded, you should be able to open this template as a spreadsheet in your preferred or set up software

 

 

2.1 This is how the template page should look when it opens. From here, you can add the full or partial postcodes into column ‘A’, as per the examples, for each location that you would like to add a Duplicate profile in

 

When adding postcodes for Duplicate Locations you may want to think about the following:

  • Is your Master Profile address set to visible or hidden? Your duplicates will mirror these settings
  • Are your Duplicates just showing a location/area where your Project works or a specific location of an office or venue?
  • If your Duplicates are just showing a location/area where your Project work is based, we recommend that you only add the first 3 or 4 letters & numbers of the postcode – E.g. BS1 or TQ14

Please Note: First remove the example postcodes from the template, before adding in your own. Remember to make a note of where you saved the CSV file, ready for uploading in the next step.

 

If you are creating your own CSV file:

  • If you are creating your own CSV file, without using the template, it is really important that you only use the first column (Column A).
  • Please ensure you add the name of the column into 1A – ‘postcode’ – all lowercase
  • Then type either the partial or whole postcode into column A, underneath the column name, with no line gaps. (See image  2.1above)
  • Finally, save the file as a CSV file. Remember to make a note of where you saved the CSV file, ready for uploading in the next step

 

28: Adding Duplicates: Step 2 - Uploading the CSV File

Now that you have created and saved your CSV file it is time to upload it to your Master Profile

 

 

3 Click on the ‘Choose File’ button

  • Locate the CSV file and select it
  • Click ‘Open’
  • The system will then process each postcode by converting it to a duplicate by finding the location data and suggesting a new name for your duplicate (this can take some time, depending on how many you have added!)
  • Once completed, you’ll be able to review each duplicate in detail before you complete the process

 


 

29: The Next Steps

Depending on how many duplicates you are adding it may take a minute or so for the following screen to pop up to let you know that the duplicate profiles are ready for you to check, before confirming that the postcodes added in the CSV file are where you would like to add your Duplicate Profiles.

1 This is the message that will show once your CSV file has been uploaded.

2 Click on the ‘X’ in the top right corner to close this message.

You are now able to check and edit the name and location of each duplicate.

 


 

30: Checking & Amending Profile Information Prior to Making Duplicate Profiles 'Live'

After your CSV file has been uploaded and you have closed the above message, you will now see a list of your new Duplicate Profiles. You will have the opportunity to check, change or update any details regarding the name of the Profile or location, before clicking the ‘Create Duplicates’ button.

 

1 The postcodes, in list form, that were added from your CSV file.
These should be the postcodes of the area/s you would like a Duplicate Profile in. If, for any reason, you find that any of the postcodes here are incorrect, you can re-enter the correct postcode. Please see 5

2 Here is where you can change the name of the individual Profiles. Many organisations will keep the name of the Duplicate Profile the same as the Master Profile, however, you may like to add the location to the name, so it’s easy for those searching to very clearly see which area this Profile is located.
i.e ‘Test Profile – Bristol’ or ‘Test Profile – Exeter’ etc.

3 Here you can change or update the address of the Duplicate profile. If it showing an incorrect address and you would like people searching to see your organisations exact location, enter the correct address here. Alternatively, if it showing the correct address but you do not want your exact location public, you can remove any information you need to here, i.e the street name or building number.

4 To the right of each of these rows, you will see two icons. Click on the ‘X’ if you would like to remove this Duplicate Profile entirely.

5 Click on the squared arrows icon, if you would like to re-enter the postcode on this row. A new box will appear, giving you the ability to change the postcode in the selected row.

5.1 This is how the box will show. Enter the new or corrected postcode and click ‘Retry’. You should now see the postcode for the row has been updated.

 

 

6 Once you have completed editing or amending the details for each new Duplicate Profile, click ‘Create Duplicates’.

Please Note: You can come back in and amend or delete these details at any time. 

 


 

31: Your Duplicates Have Been Created

After clicking ‘Create Duplicates’ you will now see a message to confirm that the Duplicates have been created for you.

1 This message will appear in a green box, you can now click on the ‘Visit the Duplicates page’ in blue to be taken to where you can manage each Duplicate Profile individually.

 

 


 

32: Managing Your Duplicate Profiles

After clicking ‘Visit the Duplicates page’, you will be taken back to this screen in the ‘Duplicates’ section of your dashboard.

1 To continue managing your Duplicates, or to add further information to each Duplicate individually, click on the blue button to the right – ‘Manage Duplicates’.

The number of Duplicates associated with your Master Profile will change each time you add more or delete any, this is highlighted by the number in the brackets.

 

 

After clicking ‘Manage Duplicates’, you will be taken to this screen, where you can see and manage all Duplicate Profiles individually:

 

 

1 If you have multiple Duplicate Profiles, you can use this bar to search or filter your Duplicates by name or address

 

2 This column shows the name of each Duplicate Profile

 

3 This column shows the location or address of each individual Duplicate Profile

 

4 These two columns show the date in which the Duplicate Profile was created, and when it was last updated

 

On the right of each Duplicate Profile, you will see three icons 5 6 & 7:

 

5 This pen icon allows you to edit the Duplicate in this row, this will take you to the Duplicate Profile’s own ‘Profile Dashboard’, where you can:

  • Update the ‘Name’ of the Duplicate Profile
  • Update the ‘Your Story’ section of the Duplicate Profile
  • Change, Update or Hide the ‘Location’ of this Duplicate profile
  • Add ‘Opening Hours’ for this Duplicate Profile
  • Add or Update the ‘Contact Details’ of this Duplicate Profile
  • Upload any images to the ‘Gallery’ of this Duplicate Profile
  • Add another ‘User’ to manage this Duplicate Profile
  • Hide this Duplicate Profile from the Public
  • Pull information from the Master Profile across to show in this Duplicate Profile
  • Delete this ‘Duplicate Profile’

For a more detailed run-through of how to complete each section in your Duplicate Profile Dashboard, please see our other guides.

Go to ‘Profile Dashboard’ Guides

 

6 The ‘X’ icon allows you to delete the Duplicate Profile in this row

 

7 The square box with an arrow, allows you to view the Duplicate Profile how it would appear to anyone who has clicked on your profile from the Maps.

 

8 If you would like to add more Duplicate Profiles, for other areas, you can do so by clicking the ‘Add Duplicates’ button.

 


 

33: About the User Manager and Sharing Permissions

Image showing a screenshot of the 'Tab' for the 'User Manager' section within the profile dashboard.

 

One of the options we offer in your Project Profile dashboard, is the ability to set ‘permissions’ for other people to have access to edit and maintain the content in your Project Profile for you or alongside you.

Examples of people who could have editing permissions: 

  • Team members
  • Volunteers
  • Other organisations (Partners, Collaborations, Event Organisers etc) (?)

Each Project Profile that you set up has the ability to do this within its own unique dashboard, which can be found in the ‘User Manager’ section.

 

Please Note: It’s really important you ensure the person whose email address is being added, has already created an account on aDoddle. You can copy the links below to send to anyone that you are inviting/giving access permissions to (It is free)

Link to Creating an Account on aDoddle: https://adoddle.org/app/login

Link to Guide: https://guides-hub.adoddle.org/creating-and-managing-your-account/creating-an-account-on-adoddle/


 

34: Add/Invite Team Member(s)

Add/Invite Team Members - Profile Sharing Permissions. Set on a light to dark orange graduated background with an assortment of different sized white hands creating a boarder along the bottom edge.

 

Once you are in the  ‘User Manager’ section of the project profile dashboard it will look similar to this:

 

1 Click on the ‘Add User +’ button

 

A new ‘pop-up’ box will open

 

 

2 Add the email address of the person you want to give permission to here.

Please note: Please ensure that the email address being added, has already created an account on aDoddle.

 

3 Once you are happy that you have added the correct email address, click ‘Add User’


 

35: Profile Editing Permissions Dashboard

Profile Editing Permissions Dashboard. Set on a light to dark orange graduated background with an assortment of different sized white hands creating a boarder along the bottom edge.

 

Your ‘User Manager’ dashboard should look similar to this (depending on how many new users have been added, and what device you are viewing the page on).

 

 

Each person will be sent an automatic email inviting them to accept the ‘role’ as a user – again, it’s really important that they have already set up an account with aDoddle – which is free!

 

Please Note: At this stage, the user you have invited does not yet have ‘permissions’ – you need to set up these next.

 

Your User Manager Dashboard Explained:

1 Here you will see the email address/es of the person/people you have given permissions to

2 This shows the date that you added them as a user

3 The number here shows how many permissions they have been given (if this is your first time setting up a new user, this will still show as ‘0’ until you edit the permissions given)

4 Here is where you can edit the permissions each user has

5 This number shows how many people you have given access and permissions to for this profile


 

36: Set Up & Manage Profile Editing Permissions

Set Up & Manage Profile Editing Permissions. Set on a light to dark orange graduated background with an assortment of different sized white hands creating a boarder along the bottom edge.

 

Each user can be given as few or as many permissions as you wish. There are options for each section of the Profile to choose from. Please Note: These can be changed at any time.

 

1  To begin managing your user permissions, click on ‘Edit Permissions’ 

 

 

2 This will show which user you are currently managing the permissions for. Where it says ‘Name’ below, this will show the name of the person you have invited to become a user.

 

3 Here are your Available Permissions: 

Place a ‘tick’ in each ‘check box’ to the left of each permission you wish to give this user.

  • User Administrator: (Please think carefully before selecting this option, as this will enable the user to give permissions to others and also delete the profile)
  • Delete Project (Again, please think carefully before selecting this option)
  • Duplicates
  • Essentials
  • Story
  • Location
  • Opening Hours
  • Contact
  • Media
  • Design
  • Settings

 

 

4 Once you are happy with the permissions given, please remember to click ‘Save Permissions’ 

 

5 Once you have allocated permissions to someone, you will notice that the User Manager dashboard will have updated with the number of permissions given to each user. Again, you can revisit this page to change permissions for users at any time

 


 

 

37: Remove Users and/or Amend Profile Sharing Permissions

Remove Users and-or Sharing Permissions. Set on a light to dark orange graduated background with an assortment of different sized white hands creating a boarder along the bottom edge.

 

There may be a time when a team member changes role or leaves your organisation and you wish to either amend or remove editing/sharing permissions. This is really easy to do.

Go to the User tab in the Project Profile dashboard and locate the user that you would like to remove or amend permissions for.

 

To Remove a Team Member:

1 To the far right hand side of their email address, click in the ‘Remove Access’ link

Please be aware that as soon as you click this link, their access to editing this profile will be removed.

If you have removed them in error, then you can re-add them following the process in the previous steps.

 

Please note that if this team member has access to more than one project profile, you will need to remove each one separately.

 


To Amend Permissions:

1  To begin amending the user permissions, click on ‘Edit Permissions’ 

 

 

2 This will show which user you are currently managing the permissions for. Where it says ‘Name’ below, this will show the name of the person for which you want to amend permissions.

 

3  Available Permissions: 

Place a ‘tick’ in each ‘check box’ to the left of each permission you wish to give this user.

  • User Administrator: (Please think carefully before selecting this option, as this will enable the user to give permissions to others and also delete the profile)
  • Delete Project (Again, please think carefully before selecting this option)
  • Duplicates
  • Essentials
  • Story
  • Location
  • Opening Hours
  • Contact
  • Media
  • Design
  • Settings

 

 

4 Once you are happy with the changes you have made, please remember to click ‘Save Permissions’ 

 

5 The User Manager dashboard will have updated the number of permissions given

 


 

 

 

 

 

38: Manage Your Profile or Event Settings

Image showing a screenshot of the 'Tab' for the 'Settings' section within the profile dashboard.

Within the settings section you have the ability to select whether your profile is Visible to the public or Hidden.

1 This option allows you to choose if your profile is shown on the map. You may want to set it to ‘Hidden’ if you are updating the content or if it was an event that has now taken place, etc

2 This option gives you the choice of not showing your profile in the ‘Recently Updated’ section of the map

Please Note: When a profile is set to ‘Hidden’ this means that there will not be a ‘pin-point’ on the map and it will not show in a aDoddle search. However if  someone has the direct link to the profile then they will be able to see it. Also if someone does a search through Google, Bing, Ecosia, etc then there is a chance that your profile may show as a result – we do not have any control over this.


 

39: Delete Your Profile or Event

There may be a time or a reason why you want or need to delete your profile. This section will show you how you can do this.
Please Note: Once you delete a profile or event this can not be undone. There is nothing that we can do to help you to retrieve a profile once it has been deleted.

 

1 In this box you will see an ‘ID’ number that is uniquely associated with the profile that you are wanting to delete. Please type this number into the box.
If you have more than one profile please check that you are deleting the correct one.

 

2 Once you are confident that you are deleting the right profile click on the red ‘Delete Project’ button

 

 

A ‘pop-up’ box will appear on your screen

3 The ‘Cancel’ button is your last chance to change your mind and stop the process of deleting your profile

4 If you are sure that you want to delete your profile, click the OK button to complete the process – this profile will be deleted from the map and the content that you previously shared will be deleted from our servers.

Please note: Your personal account, the one that you sign into to manage any profiles that you have, will not have been deleted.

 


 

40: Duplicate Profile Settings

Please Note: This section will only be visible if you are accessing the Profile Dashboard for a Duplicate Profile.

This is where you can tailor which Settings you would like to pull across from the ‘Master Profile’ of your Duplicate, if any. By default, all fields from the master project are shown along with any additional content you add to the duplicate.
The below options can be very easily transferred across to the Duplicate Profile you are currently in the dashboard of:

  • Your Master Profile’s description
  • Your Master Profile’s service data
  • Your Master Profile’s support data
  • Your Master Profile’s additional information
  • Your Master Profile’s opening hours
  • Your Master Profile’s contact information

 

 

1 Click in each of the little boxes to the left, for the options you would like to transfer across OR untick the boxes you would not like to be transferred across.

 

2 Once you are happy, click on the ‘Save Duplicate Settings’ button. (You can come back and change these at any time)

 


 

Last Updated: 28th March 2023
- END OF GUIDE -



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