Managing your organization’s accounts
Account administration for your organization’s subscription is accessed under Account admin via the hamburger menu (three horizontal lines) beside the page title on every screen. You can select one of two options:
Users
Use this page to view the list of invited collaborators and people within your organization who have accounts on Project Builder & Library. Names are listed alphabetically by last name. Each row also includes the person’s email address, their account type, and the date on which their account was created. Click the column name to sort by that column.
You can perform bulk actions by selecting the checkbox beside each user’s name. Once you’ve checked at least one user, the blue Change & delete accounts pulldown menu above the table becomes active and turns blue. Bulk actions include:
- Change account type
- Delete
Adding user accounts
Use the Create account(s) pulldown menu near the top right of the screen to create new accounts. You can create accounts one at a time or in bulk.
Creating one account
- Select Create one account from the Create account(s) pulldown menu.
- Enter basic contact information for the new account.
- Choose which account type the new account will have (Account administrator, Member or Associate).
- If you are creating a Member account, you will have the option to select whether this Member should be able to add products to or delete products from the organization's Favorite Products Library, as well as whether this Member should be able to add, edit or delete tags from Projects and Libraries.
- Click the blue Create account button to finish creating the account.
- Project Builder & Library will automatically send a welcome email to the new user with a link for them to create a new password.
Creating multiple accounts with bulk upload
- Select Create accounts in bulk from the Create account(s) pulldown menu.
- Download the template to create a CSV for bulk upload. Enter the following information for each account – all fields are required unless otherwise noted:
- Last name
- First name
- Phone number (optional)
- Phone extension (optional)
- Title/role
- Project Builder account type (Admin, Member or Associate)
- Important: do not include spaces before or after Admin, Member or Associate in your file.
- Organization Favorite Products Library privileges (optional)
- Options here are Yes or No. If you do not specify an option, privileges will be set to No.
- Privileges will always be No for Associate account-holders no matter what you specify here.
- Tag privileges (optional)
- Options here are Yes or No. If you do not specify an option, privileges will be set to No.
- Privileges will always be No for Associate account-holders no matter what you specify here.
- You can either select a file from your computer or drag the file to the upload page. The maximum file size is 5Mb.
- Click the Save button to upload your selected file.
- Click Create accounts.
- Project Builder & Library will automatically send welcome emails to new users with a link for them to create a new password.
Editing user information
From time to time, such as when a user's title changes, or when you want to grant or remove privileges to add products to / delete products from the Favorite Products Library, you may need to edit information about a user.
From the Users page, click on the first or last name or email address of the user you want to edit. This will load their detail page.
- Edit any information about the user you want, including granting or removing content curation privileges on Member accounts.
- When finished, click the blue Save button at lower right to save changes.
You can also use this page to reset the user's password by clicking on the Reset password link.
Changing account types
You can change user account types on the Users page by checking the boxes next to one or more names and selecting Change account type from the blue Change & delete accounts pulldown menu at upper right of the Users table.
Choose the account type from the pulldown menu and click Change account type to complete the change. The update takes effect immediately, though affected users may need to reload their browser to access new or changed functionality.
Deleting accounts
You can delete user accounts on the Users page by checking the boxes next to one or more names and selecting Delete from the blue Change & delete accounts pulldown menu at upper right of the Users table. You will be asked to confirm the deletion before any accounts are removed.
You can also delete accounts one at a time on a user's detail page:
- From the Users page, click on the user's first or last name or their email address to load their detail page.
- On the detail page, click the Delete account link at the lower right of the page. You will be asked to confirm the deletion before the account is removed.
Subscription settings
Manage subscription
Use this section to review basic information about your subscription, as well as purchase more user accounts.
- Current subscription type
- Number of paid accounts assigned and available
- Number of associate accounts assigned and available
- A link to purchase more accounts of any type
- Your automatic renewal date
- Payment method
- Subscription administrator first and last name
- Email address for the subscription administrator
- Phone number and extension for the subscription administrator
About your organization
Use this section to tell us about your organization.
You must include the following information:
- The name of your organization
- The size of your organization
- At least one selection from the checkboxes describing your type of organization
About your office
Use this section to tell us about the office you’re associated with at your organization. These fields are optional.
- Office country
- Office city
- Office state/province