How can I manage user permissions / roles?
To make changes to your team’s permissions you need to be an Account Owner or Manager.
To have an overview of users and change their permissions /role, go to manage view > Users Settings > ‘Users’ tab.
Here you can see multiple information of the users - their name, usage, role, the number of teams they are part of, and the date they joined the platform.
To edit the permission of users, click on the name of the user, and in the new tab you are able to change their role.
SlideHub has different types of roles for the users, and each one of them has access to specific actions.
Owner - Full access everything on the client platform. There can only be one owner.
Manager - Full access to the platform similar to the owner, but cannot change the owner or delete the owner account. There can be many managers.
Gatekeeper - Person with full access to the guideline section and company library, but not member and pricing management.
Accountant - Access limited to the invoice section and usage overviews, but not members, guidelines etc.
PlatformOnly - User cannot use the addon PowerPoint service, but only the core asset platform.
Member - Default user role. Unlike other roles: A user cannot be both PlatformOnly and Member at the same time.
On the top of the Users Setting within the Users tab you can see ‘Invite users’. You can add users by email or by uploading an Excel file. If you need more details, you can read the following article: How to invite more users to your company.
After clicking on the user's name, a new window will load, where you will see that user’s details. Scroll to the bottom and either “Delete Account” or “Remove from organization”. Deleted users will not be included at the end of that monthly invoice.
If you need more help or would like to know more, you can contact our Customer Success Team.
Where can I see and edit their permissions?
To have an overview of users and change their permissions /role, go to manage view > Users Settings > ‘Users’ tab.
Here you can see multiple information of the users - their name, usage, role, the number of teams they are part of, and the date they joined the platform.
To edit the permission of users, click on the name of the user, and in the new tab you are able to change their role.
SlideHub has different types of roles for the users, and each one of them has access to specific actions.
Types of roles you can assign to members:
Owner - Full access everything on the client platform. There can only be one owner.
Manager - Full access to the platform similar to the owner, but cannot change the owner or delete the owner account. There can be many managers.
Gatekeeper - Person with full access to the guideline section and company library, but not member and pricing management.
Accountant - Access limited to the invoice section and usage overviews, but not members, guidelines etc.
PlatformOnly - User cannot use the addon PowerPoint service, but only the core asset platform.
Member - Default user role. Unlike other roles: A user cannot be both PlatformOnly and Member at the same time.
How to add new users?
On the top of the Users Setting within the Users tab you can see ‘Invite users’. You can add users by email or by uploading an Excel file. If you need more details, you can read the following article: How to invite more users to your company.
How to delete a user?
After clicking on the user's name, a new window will load, where you will see that user’s details. Scroll to the bottom and either “Delete Account” or “Remove from organization”. Deleted users will not be included at the end of that monthly invoice.
If you need more help or would like to know more, you can contact our Customer Success Team.
Updated on: 05/15/2024
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