The Admin page, offers an array of panels that allow users to manage new and existing users and their roles as well as several other platform features. The Admin page can only be accessed by users who are assigned a Role on the Organization and/or Account levels.
People
Select the Admin tab, then select People from the left side panel.
Admin Panel - Select People from Left Panel
Active, inactive, and existing users can be managed within the Members tab. Invite new members to the Organization by selecting the Invite Members button. User Groups can be managed within the Groups tab.
Adding access to invited user(s) will allow users to see the Organization, Account(s) and Workspace(s) the user needs to access immediately. Click Manage to the far right of the username, then select Edit Role.
Selecting Edit Role on a User
With the Assignments dialog window, assign the user to a Role on the Organization, Account and/or Workspace level. Users can be assigned to roles at any time, and assignments can be removed when necessary. Users can be assigned to any or all Organizations, Accounts or Workspaces. If a checkbox next to a Workspace is not selected, the user will not have access to it and will be unable to view the Workspace.
Assignments Dialog Window
Roles
A role in Globaledit designates what permissions the user has within the Organization. What the user is allowed to do, what they are allowed to see and how the user is allowed to interact with assets in the platform.
How to Create a New Role
Within the Roles tab, select Create Role.
Select Create Role
Within the Create a Custom Role dialog window, select a scope from the dropdown items.
- Organization - Roles can administer accounts and users, set watermarks and customize metadata schemas
- Account - Roles can manage user permissions and organize Workspaces and Collections within their account.
- Workspace - Roles can control how users interact with assets (for example: Make specific ratings or uploading assets).
- Projects - Roles are pre-saved permissions which can be easily applied at a Project level
Name the new Custom Role and add a description (optional). Click Create to finalize and save the new custom role.
Create a Custom Role Dialog Window
Add Policies to New Custom Role
Policies allow users to perform specific actions on an Organization, Account or Workspace level. Policies (or permissions) will be applied to any user assigned to a specific role.
Create policies for a role by selecting the newly created role and checking the boxes for permissions that will appear on the right.
Add policies to new Custom Role
Tags
In Globaledit, Tags can be used to label assets with useful information that will allow users to find the assets through Search.
In order for your team to gain the ability to create and manage tags, the user must be assigned an Organization Role that includes the policy, "Manage asset tags."
Users who only need the ability to apply tags to assets do not need to be assigned an Organization Role.
Select the Admin tab, then select Tags from the left side panel.
Create a new Tag by selecting the + New Tag button. Rename or Delete created tags by selecting the More Options button located to the far right of the tag.
Apply tags to an asset(s) by first selecting the asset, then navigate to the Info Panel and select the dropdown next to Tags to reveal the created tags. Click on any tag to apply it to the asset.
Use Search to locate assets that include specific Tags.
Metadata
Select the Admin tab, then select Metadata from the left side panel.
The Custom Schemas (#) tab allows viewing any custom schema(s) that have been created by your team members.
Custom Metadata Schemas can be further explored here.
Click on the Default Schemas (13) tab to view the industry standard schemas
Once a schema has been selected, users can read only the schema's XMP Field Names, Display Names, and Field Types.
Click on the Master Schemas (#) tab to create and/or view a Master Schema.
Master Schemas can be further explored here.
Watermarks
Select the Admin tab, then select Watermarks from the left side panel.
Custom Watermarks can be further explored here.
Appearance
Select the Admin tab, then select Appearance from the left side panel.
The Appearance page allows users to adjust how the asset card appears when viewing assets in grid view within the Library.
Users gain the ability to adjust if the asset card will include Star rating, Color rating, Asset Status, and Labels. To adjust, click on the button next to the respected item.
Accounts
Select the Admin tab, then select Accounts from the left side panel.
The Accounts page can be used to create new accounts and rename existing accounts within your Organization.
Create a new account by clicking on the New Account button.
A drawer will appear that will allow you to enter a name for the account. Once the name has been entered, click on the Save button to create the new account.
To view different accounts within your Organization, navigate to your Library, then click on the dropdown arrow next to the current account.
In order for your team to gain the ability to view and update this page, the user must be assigned an Organization Role that includes the policy, "Create accounts for your organization."
Organization Info
Select the Admin tab, then select Organization Info from the left side panel.
The Organization Info page can be used to update General Info and Settings and view Billing info.
In order for your team to gain the ability to view and update this page, the user must be assigned an Organization Role that includes the policy, "Update your organization."
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If you have any additional questions, please don't hesitate to let us know!
Email: support@globaledit.com
Phone: (888) 433-4801
Hours: Monday - Friday 9AM to 9PM Eastern Standard Time
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