How to manage members of your team

00:09

All permission management and folder access on Flow Capture is self directed,

00:14

which means that those with admin privileges will have full control

00:17

over who on your team has access to which assets and folders.

00:22

You'll also be able to control the type of access your

00:24

team members have all on a granular folder by folder basis.

00:29

If you're in charge of managing access and permissions,

00:32

it's important to know your way around the manage teams

00:35

panel, as this will be your primary tool

00:38

to do so.

00:39

We'll go over all of the functionality of this panel in other tutorials.

00:43

But first, we'll take you on a tour of the user interface.

00:47

On the lefthand side, you'll see all of your contacts listed in alphabetical order.

00:52

Note that you can view all contacts within the selected production,

00:56

or if you're an admin on multiple productions, you can switch to viewing all.

01:03

You can also search by name or email to

01:05

bring up an individual whose permissions you wish to match.

01:11

The buttons at the bottom of this column allow you to

01:13

add new contacts either individually or by importing a CSV.

01:20

You can also click Assign Contact to assign

01:22

the selected contact to the folder or production

01:25

you have selected. In the middle

01:27

to the right of this is the teams column.

01:30

Teams allow you to add users in bulk to a folder all with the same permission set.

01:35

They can also be used as distribution lists for sending playlinks,

01:39

allowing you to send cuts to groups of users more efficiently.

01:43

At the bottom, you'll see similar buttons to the contacts column.

01:47

You can add a new team,

01:49

import a CSV,

01:51

or assign the team to a folder or production.

01:55

You can also edit an existing team by clicking the edit team button.

01:60

In the middle, you'll see the name of a production

02:03

and the name of a folder.

02:04

And you can switch between the two depending on

02:06

the level that you want to make assignments at.

02:09

If you want to change to a different folder, simply click the drop down at the top

02:15

and select a new destination.

02:19

The participants column gives you a detailed

02:21

list of everyone with access to the production

02:24

or folder selected.

02:26

And it also allows you to search for a specific user

02:30

towards the bottom of this column.

02:32

You'll also notice a list of all the teams that have been added to this

02:35

folder as well as the ability to add a new contact directly to this folder.

02:41

At the top, you'll also notice a playlink tab.

02:44

This tab will show you all users who have been sent a playlink from this folder,

02:49

as opposed to the participants tab,

02:51

which shows you who has permanent access to the folder selected.

02:55

If you wish,

02:56

you can change a user from being just

02:58

a playlink recipient to a full folder participant,

03:01

granting them permanent access to all assets within that folder.

03:07

Lastly, we have the participant details column.

03:10

Once you select a user from the participants column,

03:13

you'll be shown detailed info about the specific

03:15

permission set that user has for the folder

03:17

in question.

03:20

It also allows you to change that permission set to

03:22

whatever you'd like, based on your specific use case.

03:28

The roles drop down also gives you the option to add a label to that specific user,

03:35

so you can keep track of who does what on your project.

03:39

Note that the role is just a label and doesn't impact access or permissions.

03:44

Now that you know your way around,

03:46

you can dive into the other tutorials to learn all of the functionality found within

03:50

the managed teams panel in order to add, assign, and manage your participants' access.