Step 4: Add members in your organization

Lily
Lily
  • Updated

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?
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 My Organization page as shown below.
  • image2.png 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.
  • image8.png As soon as your organization member is set-up and the account is verified, 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 user 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 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 account-multiple.png 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.

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 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

 


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