Contributor & Tag Management
- Chad Girard (Unlicensed)
- Graham Langdon
- Parker Ennis
Contributor Management
Contributors are the humans within your organization that contribute data. Your contributors typically have accounts in more than one source tool, so Allstacks automatically finds related accounts and merges them together into one contributor that represents all of a person’s work.
Each night, Allstacks automatically detects the people in the tools you have connected and keeps your contributors up to date as new people appear.
To see the data belonging to a contributor within your teams and metrics, that contributor must first be enabled at the organization-level, and then enabled in the appropriate workspaces.
Enabling, Merging and Editing
Enabling:
Clicking the status toggle next to an Contributor will turn them on or off for the entire organization. Contributors must be on at the organization level to be used in teams. Note that you can enable or disable multiple users at the same time by clicking the checkboxes to the left of the status column.
Merging/Exploding:
Allstacks automatically merges Contributors into one consolidated record by matching ID and email addresses we find in your source tools. If we have merged or have not merged a user, you can do so manually. Clicking the dropdown arrow in the Merged Accounts column will allow you to remove individual connections within an Contributor. To merge two Contributors, select both via the checkboxes and select the “Merge” action as displayed below.
Tag Creation and Assigning to Contributors
Tags and tag categories can be created by accessing the “Tags” tab, located on the top-right of the Contributors management page. Tags allow metrics based on individuals to be grouped by membership to a tag within a category. For example, if you grouped a metric link velocity by the “Team” category below, you would see velocity by the role of the user, rather than the individual contributors' names.
To edit an Contributor’s tags, you can select the pencil icon within the tags column. To edit multiple Contributors at once, select them via the checkboxes to the left of the “Status” column and click “Add Tags” or “Remove Tags” as pictured below.