Overview
This article introduces the Users feature that is now available to everyone across all plans. It allows you to utilize your Pixelz account to its highest potential by inviting any of your team members from your organization and defining the specific access role (profile) granted to each of them.
What is 'Users'?
Users used to be an additional chargeable service (extension) only available to our Professional and Enterprise plans. However, to enhance your Pixelz experience and allow you to share your Pixelz account with your team members with the suitable access role, we've decided to make it free of charge and have no limitations for the number of users you can invite.
With Users, you can create separate sub-accounts, logins, and permissions for your team members using your Pixelz account.
User Access
The main account (Admin) can invite other team members using their emails and set up specific permissions matching their roles. Permissions give users access to specific features and settings. For example, if you have a user who needs to place orders but does not need access to change the payment method for orders, you can give access only to the 'Place Order' functionality on their account.
Permissions can be added, removed, or changed at any time by the account owner by clicking the gear icon in the upper right corner.
User Profiles
A User Profile is a set of permissions that match the responsibilities and associated access needed for your team member. We have created seven standard profiles that match a typical team, but you can also easily create your own profiles as needed. Those profiles will be saved in your account and applied to other users as needed. This way, you do not need to create individual permission settings every time you create a new user; you can simply reuse a stored user profile from the drop-down option.
You can access User Profiles from Users on the menu on the left of your screen, then click the gear icon in the upper right corner.
-
Standard Profiles
There are 7 standard profiles with pre-selected permissions optimized for each role based on our experience from the industry and customer use cases: Accountant, Admin, Art Director, DigiTech, Image Coordinator, Photographer, and Recolor.
The default access permissions of these Standard Profiles cannot be modified, but you can easily duplicate a standard profile and create your own Custom Profile by clicking on the three-dot menu on the profile.
-
Custom Profiles
You can adjust the access of Custom Profiles by toggling the settings on and off to match your team member's responsibilities. Once named and saved, they become Custom Profiles specific to your account. You can always edit your Custom Profiles as needed. One profile can be applied to multiple users.
To add more Custom Profiles, hit the 'Add New Profile' button in the lower corner on the right.
How to Invite New Users
The account owner can invite as many users as they want.
To invite new users, click the green 'Invite New' button >> enter your team member's email >> and select a user profile. You can choose from the 7 standard profiles or one of the Custom Profiles you have created >> click 'Send', and your team member will immediately receive an email to join the account.
If you need any more information or help, please don't hesitate to contact our customer support team at enterprise@pixelz.com or talk to your dedicated Customer Success Manager directly.
Comments
0 comments
Article is closed for comments.