Applies to

Brandfolder
  • Brandfolder

Capabilities

Who can use this capability

Owners and Administrators can scan manage users for their Organization.

User management

Learn how to manage your users at the Organization, Brandfolder, and Collection level.

PLANS

  • Brandfolder

Permissions

Owners and Administrators can scan manage users for their Organization.

You can manage users through the Users Modal on the Organization level and the Users Page on the Brandfolder and Collection level.

Organization-level user management modal

At the organization level, navigate toSettings > Manage Users.

A screenshot of the user managment area. Highlighted area one is in the middle of the page where you send invitations. Highlighted area 2 is the download CSV button below the invitations area. Highlighted area 2 is the remove a user from all resources button next to a users name.

At the Organization level, there are a few essential capabilities:

  1. Invitations must come from the Organization level user management modal to invite a user to have access at the Organization level. When you invite users at the Organization level, their permissions will automatically cascade down to all Brandfolders and Collections within your organization.
  2. Owners of an account can download a CSV that lists all users associated with their Organization. This CSV is below the invitations area next to # [Your Organizations Name] Users.
  3. If you want to remove a user from all resources across the organization, it must be done at the organization level. Once you locate the user at one of the resource levels, you will want to select theAll buttonunder theRemove All column
  4. SSO Presets are managed at the Organization level through theDefault Permission Level drop-downin the top right-hand corner.

A screenshot of the default permission level dropdown and its options none, guest, and collaborator.

  • TheDefault Permission Leveldrop-down grants access to users. This means that ifGuestis selected in the drop-down, then if any user logs in through SAML, they will automatically have access to that specific resource as a guest.
  • Be sure to navigate to the Brandfolder or Collection level where you would like to set the Default Permissions; otherwise, users have default permissions at the Organization level.

Brandfolder Level User Management Page

日常的法力gement of individual users is done at the Brandfolder level. At the Brandfolder level, selectUsers在右上角。

On the left-hand side of the User Management page, you will find an all-encompassing list of your resources, includingBrandfolder(s), Collection(s), Brandguide(s), Portal(s), and Workspace(s).

Access request

At the top of the page, you will find an area for Access Requests.

To approve requests, select the check box next to the user's email, select their permission level from the dropdown, and select theGrant accessbutton.

To deny requests select thered buttonto the right of their email address.

Plan limits

Below access requests, you will find an area for Plan Limits. This is an overview of the number of Administrators and Collaborators you have in your plan and how many of those seats you have in use.

Within each Administrator and Collaborator box, you will find the option toSet limits。SelectingSet limitsbrings up a new modal where you can change limits set on each Brandfolder, Portal, and Brandguide.

When setting limits, do note the following:

  1. Must exceed current usageerror message. This will appear when you input a limit smaller than currently used. For example, if a Brandfolder uses three collaborators, you can’t adjust the limit to two collaborators.
  2. You allocated less than your current limit。这表明当之和of all Brandfolder limits is lower than the organization’s limit. If you have 20 Admins, you must allocate them. You can’t assign only 15 of them.
  3. You allocated more than your current limit。This message will display when the sum of all Brandfolder limits exceeds the Organization’s plan limit.

Managing users

Within User Management, there is an area that lists all of the users associated with a particular resource. Here you can make the following adjustments to the user:

  1. Adjust their permission levelby selecting a new level of access from the dropdown.
  2. Remove from this Brandfolder(Collection, Workspace, Brandguide, Portal) will remove the individual user's access to the selected resource.
  3. Remove from allwill remove access to the current resource and its nested resources. This includes Collections that are nested under Brandfolders.
  4. View user Insights data。This will bring you to a new page to see the user's Asset Views, Asset Downloads, Asset Shares, and Activity.
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