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
To start adding members to your account:
Click on this
icon located in your My Organization page as shown below.
Enter the email address of your organization's member here and click the Add User 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 verified, this indicator will change to green from red.
2. How to remove people from your organization
Only the Admin & Supervisors can perform this action.
To remove someone from the organization:
- Click on the manage organization member icon
as shown above.
- Click on this
icon located next to the user you wish to remove to instantly disable the account.
3. How to assign roles to members in your organization
Only the Admin & Supervisors can perform this action.
There are 3 types of roles on Techpacker, administrators, supervisors and users.
There is only one master 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 My Organization 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 to the personal folder |
✔ |
✔ |
|
Add new folders |
✔ |
✔ |
✔ |
Copy Folders |
✔ |
✔ |
✔ |
Add people to folders |
✔ |
✔ |
✔ |
Move techpacks to the organization folder |
✔ |
✔ |
✔ |
Techpack settings | |||
Add/edit stages |
✔ |
✔ |
|
Archive techpacks |
✔ |
✔ |
✔ |
Assign stage |
✔ |
✔ |
✔ |
Remove stage |
✔ |
✔ |
✔ |
Edit Time tracking |
✔ |
✔ |
✔ |
Export settings | |||
Export techpacks in .CSV format |
✔ |
✔ |
|
Download techpack as Excel file |
✔ |
✔ |
✔ |
Library settings | |||
Access/Create libraries |
✔ |
✔ |
|
Delete libraries |
✔ |
✔ |
|
Other functions | |||
Subscription changes |
✔ |
||
Create and access reports |
✔ |
✔ |
✔ |
Add manufacturers |
✔ |
✔ |
✔ |