As an account admin, you can apply a few organization-wide settings (i.e., for all the members of your organization) to keep your product data consistent. Here's how you can access the Organization Settings page:
Hover over the Account & settings
icon on your side menu, and from the options menu that appears, click on
Organization settings.
Organization settings are divided in 6 parts as below:
- Organization profile
- Product options
- Workspace defaults
- Shortcuts
- Product code generator
- Integrations
Below are the step-by-step guides on how you can access each setting stated above.
1. How to set the organization profile
Who can use this feature? Admins
You can enter details of your organization like logo, name, phone number, etc. Here is how you can do it:
Step 1: On Organization Settings click on the Profile tab located on the left navigation bar.
Step 2: Enter your organization details - organization name, profile picture, phone number, organization size and type. Then click on
Save to save profile details.
The recommended guidelines for the image to be uploaded in personal and organization profile is 500px X 500px or 5" X 5". The image should be square and bordered.
Your logo and organization name will be visible on your techpack PDF.
2. How to set product options
You can set the default options for your products. Whenever you create a new product, these defaults will be selectable from the product settings.
On Organization Settings click on the Product options tab located on the left navigation bar.
Product options are divided in 4 parts as below:
2a. Sizes
2b. Colors
2c. Keywords
2d. Custom fields
Below are the step-by-step guides on accessing each setting stated above -
2a. How to set the default size-range
Set the default measurement unit and create your own default size range. This helps keep your sizes consistent across all your organization's products. Here's how you can set your default size-range:
There are two types of measurement units that we support for the sizing columns:
- Inches &
- Centimeters (cm)
Step 1: Click on the Sizes tab located on the top navigation bar of the Product options page.
Step 2: Select the default Units from the dropdown as inches or cm.
If your preferred unit of measurement is inches, you can choose between these two input formats:
- Inches in fractions (for example 1 1/2) and
- Inches in decimal (for example 1.5)
Step 3: Type in your Custom default sizes template here. Make sure to separate your sizes with a comma (,) between them.
Click on the + Add custom default sizes button to confirm your size-range template.
You will see your default size-range added and you can further add more templates by following the same steps above.
Also, note that at any time you can delete these templates by clicking on the Delete button as shown above.
You can set this default size-range selection and
units across all product settings.
2b. How to set the default color combos
Create your own default color combos. This helps keep your color combos consistent across all your organization's products. Here is how you can do it:
Step 1: To set the default color, click on this Colors tab inside the Product options page.
Step 2: Type-in your Custom default color combos here. Make sure to separate your colors combos with a comma (,) between them.
Click on the + Add custom default color combo button to confirm your color combo template.
You will find your default color combos added right above. You can create more templates by following the same steps.
At any time you can delete these templates by clicking on the Delete button as shown above.
Your color-combo templates will now be visible across all product settings.
2c. How to set default keywords
Default keyword templates can be configured to provide a selection of options whenever a new product is created within your organization.
These default keywords help maintain consistency and uniformity across products, product cards, and library cards, ensuring there are no discrepancies in information at an organizational level. Here's how it works:
Step 1: To add a default keyword, click on this Keywords tab inside the Product options page.
Step 2: Add custom default keyword in the space provided. Make sure to separate your keywords with a comma (,) between them.
Click on the + Add custom default keyword button to confirm your default keywords.
You will find your keywords added right above. You can create more keywords by following the same steps.
At any time you can delete these columns by clicking on the Delete button as shown above.
Your keywords will now be visible across all product settings.
2d. How to set product custom fields
Who can use this feature?
PLM premium and PLM professional
Default product custom fields can be configured from your organization settings to apply across all products.
These fields help maintain consistency and uniformity while ensuring key product details are included.
Here’s how it works:
Step 1: To set the default product custom fields , click on this Custom fields tab inside the Product options page.
Step 2: Add custom fields in the space provided.
Click on the + Add product custom field button to confirm your product custom fields.
Your keywords will now be visible across all product settings.
At any time you can delete these custom fields by clicking on the Delete button as shown above.
Custom fields data is used when you generate a line sheet report.
3. How to set the workspace defaults
You can set the default options for your organization's workspace.
On Organization Settings click on the Workspace defaults tab located on the left navigation bar.
Workspace defaults are divided in 3 parts as below:
3a. Stages
3b. Material table
3c. Doc view
Below are the step-by-step guides on accessing each setting stated above -
3a. How to set the default product stages
Stages help track product progress during product development. Your product stages can be assigned, customized, added, or deleted anytime. Here's how it works:
Step 1: On your Workspace defaults page, click on this Stages tab.
Step 2: Add custom stages in the space provided. Make sure to separate your colors combos with a comma (,) between them.
Click on the + Add custom default stage button to confirm your product custom stages.
Stages will be visible in your product folder as shown below.
3b. How to set the default columns settings
Control the default material table columns of newly created products across all products of your organization. Here's how it works:
Step 1: On the Workspace defaults page, click on this Material table tab.
Step 2: Add custom material columns in the space provided. You can only add one column at a time.
Click on the + Add custom default column button to confirm your default columns.
You will find your column added right above. You can add more columns by following the same steps.
At any time you can delete these columns by clicking on the Delete button as shown above.
You can set these default columns in the material table across all products of your organization.
3c. How to set the doc view settings
You can control the default doc view settings for the entire organization. Here’s how to do it:
Step 1: On the Workspace defaults page, click on this Doc view tab.
Step 2: Toggle the Table priority switch to display the table before the image in the custom section. Set this as a default setting for your doc view or vice versa.
Doc view settings can also be edited for individual products through the document setting.
By default, in your product TECH PACK settings, custom section images appear before their tables. You can choose to display custom section tables before their associated images for all your organization's products.
4. How to create custom shortcuts
Who can use this feature?
PLM professional and PLM premium
Create shortcuts to auto-fill repetitive data such as color codes, construction details, and technical specifications. Here's how it works:
Step 1: To create custom shortcuts, click on this Shortcuts tab inside the Organization Settings page.
Step 2: Click on + Import shortcuts from CSV and upload a csv file with the group of shortcuts you wish to assign to a specific symbol.
This CSV file must include two columns: one for shortcuts and another for their corresponding information. Here’s an example of the required format- download here.
Step 3: Browse and select the .csv file you wish to upload and click Open.
Step 4: Assign a shortcut from the dropdown to the csv file.
You can upload multiple shortcut files and assign each list a dedicated shortcut sign as shown above.
Shortcuts is a time-saving tool that auto-fills text in data cells across products.
5. How to create unique product codes
A product code is a unique identifier assigned to each product in your organization's catalog. It helps track, manage, and reference products throughout their lifecycle.
Product codes typically consist of alphanumeric characters (e.g., ASF1234) and may include hyphens or underscores. Ideally, the format should convey key product details such as category, version, or season—for example: P12345, FALL-24-001, KNITS-123-V2.
You can customize the format and assign product codes automatically by following these steps:
Step 1: On the Organization Settings page, click on this Product code generator tab.
Step 2: Pick from the Available attributes to create your personalized unique product names.
Here's a list of all Available attributes.
| Code | Example |
| {SEQ-XX} | 01 |
| {SEQ-2X} | 21 |
| {SEQ-3X} | 31 |
| {SEQ-4X} | 41 |
| {SEQ-5X} | 51 |
| {SEQ-6X} | 61 |
| {SEQ-7X} | 71 |
| {SEQ-8X} | 81 |
| {SEQ-9X} | 91 |
| {FOLDER} | FALL |
| {FOLDER-X} | FALL-1 |
| {ORG} | Repsketch |
| {ORG-X} | Repsketch-1 |
| {OWNER} | Fashion Inc. |
| {OWNER-X} | Fashion Inc.-1 |
| {DAY} | Tuesday |
| {MONTH} | August |
| {YEAR} | 2024 |
Step 3: Once you have added the format click on Add product code.
Step 4: Choose the scope from the options to manage how your sequence will be applied. Let's use an example to understand this.
For the selected sequence format {FOLDER}-{SEQ-XX}, folder names such as 2024 and 2025 will be used. Here’s how it works:
(a) Apply the sequence to the products of the entire organization: This sequence is applied at the organization level and will appear as 2024-01 and 2025-02.
(b) Apply the sequence to the products of each folder: This sequence is applied at the folder level and will appear as 2024-01 and 2025-01.
6. How to set integrations
Set up integrations for a seamless connection between PLMBR and other applications, ensuring quick updates, better data flow, and improved accessibility.
On the Organization Settings page, click on this Integrations tab. You can integrate PLMBR with Apparel Magic and Adobe Illustrator, create custom zaps through Zapier, or choose from default zap options.