How to manage 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

 

1a. Add new member subscriptions


In order to add a new user in your organization, make sure you have enough seats 

Step 1: Sign in to your Techpacker account.

 

Step 2:  Slide out your side menu by clicking the icon on your screen's top-left corner.  Under accounts & settings click on Alphabet-c__1_.pngSubscription & Upgrade.  

01-NEW-.jpeg

 

Step 3: You will be directed to your subscription page where  it will show you the plan you are currently subscribed to. 

To add a user(s) to your active subscription increase the total number of users you would like to have in your organization.

add users in organization.png

 

Step 4: Click on Proceed to confirm your selection.

step-3.jpg

 

Step 5: A new page will open up.

  • Is the details of your upgraded subscription plan 
  • Enter shipping information
  • Enter card details to make the payment 

Click on Subscribe button and it's done!

last-image-1200-.jpg

 

 

 

1b. Add a member to your organization

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 from 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

       
Change org name, password and other info, logo    
Subscription and Upgrade    
Add people to organisation  
remove people from organisation  
Change roles in org  
Global search
Filter a techpack
       
TECHPACK FOLDER      
Remove organization members from folders  
Add a new folder
Rename a folder
Copy a folder
Archive a folder
Delete a folder
Add organization members to folders
       
TECHPACKS      
Add a new techpack
Techpack settings
Copy a techpack
Archive a techpack
Restore an archived techpack
Delete a techpack
Move techpack to another folder
Download a tech pack template
       
CARDS      
Add cards in a Techpack
Copy, Delete or Archive Cards
Connect cards
Search, filter and rearrange cards
Annotate on a Card Sketch
Add text on a card sketch
Manage card images
Attach files, comments and other design artwork in a card
Libraries
Assign approval status and due-dates to cards
       
MEASUREMENTS      
Measurements table as templates  
Create measurements table
Use the grading function
Create a sample fit table
Convert measurements between inches and centimeters
       
CUSTOM SECTION      
Use full custom sections
Use CSV
Use the costing template
Use fit template
Use QA size set template
Use the quantity breakdown template
Use table extension
Size set breakdown template works
Use conditional formatting in custom sections
       
DOCUMENT GENERATION      
Preview, print or download a Techpack
Edit Techpack PDF layout
Create a techpack version
Export data from Techpacker to excel
Restore Version
       
ORGANISATION SETTINGS      
default stages  
sizes  
color combos  
columns  
keywords  
custom fields  
doc view  
shortcuts  
integrations  
       
STAGES      
Use stages
Time tracking (Add dates)
Get notifications
       
REPORTS      
Generate gantt chart reports  
Generate time and action report  
Generate materials report  
Generate line sheet report  
Generate approval status report  
Generate a custom section report  
View reports
       
LIBRARIES SETTINGS      
Access / Create libraries  
Delete libraries  
       
EXPORT SETTINGS      
Export techpack as .tpr    
Export techpack as .CSV  
Download techpack as excel ✔ 
Import from .tpr
Export library as .tpr    
Export library as .csv  
Download library as excel
Import library from .tpr

 


 

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