Techpacker 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?
Admins and Supervisors
To start adding members to your account:
- Click on this icon located in your Home page as shown below.
- 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.
- As soon as your organization member is set-up and the account is approved, this indicator will change to green from red.
2. How to remove people from your organization
Who can use this feature?
Admins and Supervisors
To remove someone from the organization:
- Click on the manage organization member icon as shown above.
- Click on this icon located next to the team-member you wish to remove to instantly disable the account.
3. How to assign roles to members in your organization
Who can use this feature?
Admins and Supervisors
There are 3 types of roles on Techpacker, 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 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.
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 |
✔ |
✔ |
✔ |