Step 4: Add members in your organization

Lily
Lily
  • Updated

PLMBR is a collaborative platform where you can invite your organization members to create and manage your design tech packs in one place.

 

1. How to add people to your organization

Who can use this feature?
account-multiple.png Admins and Supervisors

To start adding members to your account:

  • image1.png Click on this account-multiple.png icon located in your Home page as shown below.
  • image2.png Enter the email address of your organization's member here and click the Add Team-member button.
  • This will send out an invitation email with a link to set-up their own user account with a username and password.
  • image8.png As soon as your organization member is set-up and the account is approved, this indicator will change to green from red.

 

How to add members in your organization.gif

 

 


 

2. How to remove people from your organization

Who can use this feature?
account-multiple.png Admins and Supervisors

 

To remove someone from the organization: 

  • Click on the manage organization member icon account-multiple.png as shown above. 
  • Click on this deleteicon.png icon located next to the team-member you wish to remove to instantly disable the account.

28.png

 

 


 

3. How to assign roles to members in your organization

Who can use this feature?
account-multiple.png Admins and Supervisors

There are 3 types of roles on PLMBR, administrators, supervisors and users.

There is only one admin who sets up the organization account. However, there can be multiple supervisors and users, and their functional permissions vary based on their roles. A few of them are listed at the bottom of this page.

 To assign the role of a supervisor or a user: 

  • Click on the manage organization member area account-multiple.png on your Home page as shown above.
  • The default setting assigns all members as users. To assign a Supervisor role to a user use this switch as shown below.

assign_roles.gif 

 

Here is a list of roles and permissions: 

 

User Permissions

Admin

Supervisors

Team-members

Organization settings

 Change organization name, password, and   other info

✔

 

 
 Remove people from the organization

✔

✔

 
 Change roles in the organization

✔

✔

 
 Add people to the organization

✔

✔

✔

Folder settings

 View all folders

✔

✔

 
 Delete folders

✔

✔

 
 Remove people from folders

✔

✔

 
 Move team techpacks/products to the personal   folder

✔

✔

 
 Add new folders

✔

✔

✔

 Copy Folders

✔

✔

✔

 Add people to folders

✔

✔

✔

 Move techpacks/products to the organization folder

✔

✔

✔

Techpack/Product settings
 Add/edit stages

✔

✔

 

 Archive techpacks/products

✔

✔

✔

 Assign stage

✔

✔

✔

 Remove stage

✔

✔

✔

 Edit Time tracking

✔

✔

✔

Export settings
 Export techpacks/products in .CSV format

✔

✔

 
 Download techpack/product as Excel file

✔

✔

✔

Library settings
 Access/Create libraries

✔

✔

 

 Delete libraries

✔

✔

 
Other functions
 Subscription changes

✔

   
 Create and access reports

✔

✔

✔

 Add manufacturers

✔

✔

✔

 


Share this

Was this article helpful?

41 out of 41 found this helpful