Set Up & Manage Your Team's Program Space

• Get an account and purchase a plan
• Set up your team's Program space & permissions
• Create or move projects to your Program space

Create Miradi Account

In order to get started in your program space you and everyone you would like to add to your space will need to create a Miradi account. The fee for Miradi accounts working in your space is covered by your Team Plan, so you can add as many people to your program space as you would like to.

Purchase a Miradi Team Plan

Miradi pricing options are available on our Pricing page. In general, program spaces are best for groups of people, or organizations, collaborating with one another. The price is determined by the number of active projects you want to use Miradi for. While different teams may conceptualize projects differently, many people consider geography (a protected area) and resources (funding stream & team members) in defining a single project. Each project can have multiple situation models and results chains. If you're not sure what you need, reach out and we'll help you assess your options.

Because program spaces are customized to your team's needs, you'll need to contact us to set one up. Contact us and we'll help you get started (please allow 2 - 3 business days for a response as we are a small team).

Team/Program Space Setup & Permissions

• Navigate to your Miradi program space
• Add program members to your Miradi program space
• Understand program member permission levels

Navigate to your Miradi program landing page

Once you’ve received notice that your program space has been set up, log in to Miradi online. Under the “My Projects” tab, you should now see your space listed. Selecting it will open a menu on the right. 

Click the “Program Summary” link to take you to the Program Overview page where you can manage all your Miradi projects at once. If you do not see your new program listed, please contact us.

Adding program members

Go to PROGRAM ADMIN and then Miradi Access to add people to the program. In the Miradi Access Manager, set the Level to Program Members, and use the +ADD button to add program members. You can invite an unlimited number of people to collaborate in your program, but everyone needs to have a Personal account in order to be added to the program.

NOTE: If you are not finding the names you would like to add when using the +ADD tool, new Miradi users might need to set up their Personal Miradi account or respond to the email confirmation. It can also be helpful for new users to log in/out of Miradi Share a few times.

Program-level permissions

When you add someone as a member of your program, the default permission level is Program Viewer. This is the most restrictive level of permissions, and is a safe place to start for many new program members. If you would like program members to see (but note edit) all of the content for projects within your program, choose Program Partner. Program Admins and Managers are generally reserved for people who need full access to projects and the program. Learn more about Program and Project Member Roles and how they work together to manage access to content.

• Program Manager - views and edits program-level information, including managing program members, program location data, and creating and managing custom data views and custom report templates. Within program, views full content of all projects, and may create, edit and delete projects online. The Program Manager(s) are considered the primary contacts for the program.
• Program Admin - currently the same permissions as program manager.
• Program Partner - views program-level information. Within program, views basic content of Private projects, full content of all other projects. See more about how Project Access State determines which content is visible to program members.
• Program Viewer - views program-level information. Within program, views basic content of Private projects, public content of all other projects. See more about how Project Access State determines which content is visible to program members.

Project Setup within the Program Space

There are 3 ways to add projects to your new space:

• Create a new Miradi project
• Import an existing Miradi project from Miradi desktop
• Move a project from somewhere else in Miradi online to your new program space.

Create new projects within the Program space

You can add projects to your program space from multiple places:

Under the MY PROJECTS tab in the upper left, select the program you want to work in under MY PROGRAMS and use the + ADD PROJECT button to create a new project.

If you already within your program space, the +ADD PROJECT button appears in the upper left, just under the image reel.

Create a project from a Miradi Desktop file

Projects created in Miradi Desktop need to be exported as (.xmpz2) files to be uploaded online.

Step 1. Open the project in Miradi desktop, select File, and choose Export Miradi Share Project File (.xmpz2). Save the file somewhere on your computer that you can easily find it.

Step 2. Back in Miradi Share, choose +ADD PROJECT (described above), select "Create project from an existing Miradi project" and click Next.

Select the file you recently exported from Miradi Desktop and saved to your computer. Name your project and then click Create it!

The website will automatically redirect you to the landing page for your new project.

Create new projects from existing Miradi online projects

You can also move an existing Miradi project from another Program space or the Standalone space into your new program Team/Program space. Download the existing project Miradi project using the button in the upper left of the Miradi project window and save it somewhere on your desktop where you will be able to find it. Then follow the instructions for creating a project using an existing Miradi project file as described above (Step 2). 

Important note about moving projects online: When you move a project from one program to another, not all of the content moves with the project:

• Team Members do not transfer with the copied project and will need to be added to the new version of the project.
• Any images, linked documents and spatial data are not copied and will need to be added to the new version of the project.
• The project history, versions, and snapshots are not moved to the new program space. We recommend deleting the version of the project in the old space to reduce confusion about which is the active project. However, if you still want access to the old versions, instead of deleting the project you can make all team members "Viewers" only and change the project publication status to "Archive". These changes can be made in the PROJECT ADMIN section under Miradi Project Versions (Publish status = Archive),

• and under Miradi Access (change all Project Members to Viewers).