Team
About Team
At Reprtoir, we aim to revolutionize how teams collaborate and manage their catalogs and assets. Our cutting-edge team management system gives administrators complete control over user accounts and permissions, enabling them to easily create, edit, and delete user accounts.
It's important to note that access to the team settings is restricted to account administrators. If you require access, please don't hesitate to contact your designated account administrator for assistance. With Reprtoir, you'll experience seamless collaboration and optimized asset management, ultimately improving your team's productivity and efficiency.
Where do I access Team settings?
Navigate to the left menu in the Workspace. Select your profile picture at the bottom. Click on "Settings". This will open a new tab, select "Team".
Adding a User
To add a Team Member, go to the navigation menu at the left of the Settings, browse to the Account Settings" section, and click on the "Team" list.
Then click on the orange button "Add User" at the top right of the list. A new page will open to enter the necessary data to add a new User:
Details Section
| Fields | Instructions |
|---|---|
| First Name * | Enter the User's First Name (Mandatory) |
| Last name * | Enter the User's Last Name (Mandatory) |
| Email Address * | Enter the User's Main Email Address (Mandatory) |
| Role * | Select the User's Role (Mandatory) |
| Account Permissions * | Check if the User's authorized to access the Account and Billing settings (Mandatory) |
Permissions Section
| Checkbox | Instructions |
|---|---|
| View | Check if the User's authorized to view the List |
| Create, Edit, Delete | Check if the User's authorized to Create, Edit, and Delete an item in the List |
| View Royalty Splits | Check if the User's authorized to View and Edit the Assets' Royalty Splits |
| Lock & Unlock | Check if the User's authorized to Lock & Unlock the Assets |
Once filled in, to save the new User, click on the orange button "Save" at the bottom right of the page. The new User will be immediately available in the "Team" list.
To stop the action, click the white "Cancel" button.
Good to know
When saving, an invitation is automatically sent to the Email Address you filled in.
Editing a User
To edit a Team Member, go to the navigation menu at the left of the Settings, browse to the Account Settings" section, and click on the "Team" list.
Find a User in the list, and click the "Edit" button at the right of the list to open the page and edit the User.
To save, click on the orange "Save" button at the bottom right of the pop-up window.
Deleting a User
To delete a Team Member, go to the navigation menu at the left of the Settings, browse to the Account Settings" section, and click on the "Team" list.
Find a User in the list, and click the "Delete" button at the right of the list to open the page and edit the User.
This will open a pop-up browser alert at the top of the page.
To stop the action, click the "Cancel" button.
Click on the "OK" button to confirm the deletion.
Updated almost 2 years ago