Introduction: 

The Team Configurator allows the Account Owner or Admin to select, assign roles, give permissions and notify the users that will be working on a project. 

!!  Teams are Specific to each Project.

Team Configurator

!! Heads-Up 

Our Table of Contents links might occasionally land you Just Below The Target Section. If this happens, a Simple Scroll Up to the Previous Section will get you right where you need to be.

TABLE OF CONTENTS

• Get Started
  • 1. Launch the Team Configurator (TC)
• Create the Roles for Your Team Members
  • 2. Read this BEFORE you Create a Role
  • 3. Create Roles and Give Access or Permissions
  • 4. Assign and Invite Users to a Role
  • 5. Resend Invites to Pending Users
  • 6. Edit a Role
  • 7. Delete a Role
  • 8. Change Users Roles
  • 9. Delete a User/ Revoke Access

Get Started

1. Launch the Team Configurator (TC)

1. Go to the project’s Workplace

2. Under the Administration & Team Management section, find the Team Configurator App (TC) 

3. Click on it

Info: As soon as you enter the app, you land on the Roles and Users List.

Create the Roles for Your Team Members

2. Read this BEFORE you Create a Role

!!  Be Specific When Creating a Role

It is important to be Specific when Creating Roles so that you give the Right Permissions to each Team Member. Do not create a Designer Role and then invite your Junior Designer and Senior Designer to it. Instead, create a Junior Designer Role and a Senior Designer Role. Then, you can give a Different Level of Access to Each One of them.

!! You can Give Different Levels of Access

Access levels Range from None to Minimum, Medium, and Full. Depending on the application, access levels May Vary. Hover over a level to View its Permissions.

!! Default Access

Access is set to None in All Applications except the Content Asset Management System (CAMS), which grants Minimum Access to all Team Members. 

!! Team Members Must be Invited to each Role you Create. 

You can either Create all the Roles First and Then Invite the users, or you can Invite the users As You Create the Roles. To invite Team Members to a Role, Follow these Steps.

3. Create Roles and Give Access or Permissions

1. At the Top Right of the Roles and Users List, Click Add Role 

2. In the Add Role Drawer, Give the role a Name*

3. Select all Bildhive Apps that apply for this role, indicating whether the role will have None, Minimum Access, Medium Access or Full Access to each app.

4. Click Create

 * Mandatory fields.

!!  To View the Roles you’ve Created, 

Go to the Left Navigation Bar and click the Arrow next to Roles to display the  Roles Submenu. The Numbers next to each role indicate the Number of Users Assigned to them.

4. Assign and Invite Users to a Role

1. To Assign and Invite users to a role, at the top of the screen click Invite New User 

2. Provide the User’s Email Address* 

3. From the Dropdown list Select a Role* for this user from the roles you already created

4. To invite another user, go to the bottom of the Invite Users pop-up, and click Add Another

5. Provide Email* and select a Role*

6. Once you have entered all the emails and selected the roles, click the Send button to Send an email invitation to the User

7. A pop-up message indicates that an Invitation was Sent 

8. Each of the Users Invited to a Role receives the Email Invitation requesting them to Accept the Role

9. In the User's List, the new users appear as Pending until they Accept the Role

10. Then, the Status changes to Active

11. Admins receive an Email Notification once the user accepts the invitation

 * Mandatory fields.

!!  What Happens if the User Declines the Invitation?

If a person Declines the invitation, the admin or sender will receive an Email informing them that the invitation was Declined.

5. Resend Invites to Pending Users

1. If a user has Not Accepted an invitation, the Admin or sender can Resend it by clicking the Mail icon to the right of the user's name

2. As well, when invitations have not been Accepted, Bildhive will automatically send a Notification email to the Sender, asking if they want to Resend the invitations or Cancel them

!!  You can’t see the Mail Icon?

The mail icon appears ONLY when Users are Pending. You might need to Scroll to the Right to see the Icon. 

6. Edit a Role

1. To Edit a Role, go to the Left Navigation Bar and Locate the Roll 

2. Roll over it and click on the three-dot Action Menu to the right 

3. From the Pop-Up, select Edit Role

4. Make the necessary Adjustments and click Update

!!  Owners and Admin Roles are locked and can’t be edited or deleted.

7. Delete a Role

1. To Delete a Role, go to the Left Navigation Bar and Locate the Roll 

2. Roll over it and click on the three-dot Action Menu to the right and select Delete Role

3. On the Delete Role Pop-up, click Delete

8. Change Users Roles 

1. First, make sure the New Role you want to give the User has been created

2. Then, on the Roles and Users List, locate the User

3. In the Role column, Find the Arrow to the right of the Role and Click on it

4. From the Dropdown menu, select the New Role

5. Confirm Change Role

Info: About Revoking a User

When a user is revoked, the user is Deleted from the list and Will Not have Access to the Project.

9. Delete a User/ Revoke Access

1. If you want to Revoke Access to a user, click on the Delete icon to the Right of the user’s name 

2. In the Revoke Access pop-up, click Revoke

!!  You can’t see the Delete Icon?

You might need to Scroll to the Right to see the Icon. Owners and Admins can’t be Deleted or Revoked