How to manage members in your organization

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

• 1a. Add new member subscriptions
• 1b. Add a member to your organization

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 Subscription & Upgrade.  

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.

Step 4: Click on Proceed to confirm your selection.

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!

1b. Add a member to your organization

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 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 from 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 user 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 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 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: