All information about Connecter Suite teams and their members can be managed from the Team Portal.
Team Admins can manage teams and Workspaces, set User permissions, activate Power-user features, set Feature storages, etc. Meanwhile, Team Members and Partners can edit their profiles and access different resources from there.
Different roles have different permissions on the Team Portal:
What can a Тeam Аdmin do:
As a Team Admin, you see four main tabs when you sign in:
- Members: You can invite one or multiple users to your team from this tab. Every user has a name and email – the latter is used as the username for logging in to the Workspace.
NOTE: You can have more named members in your team than the concurrent user limit set by the subscription.
- Workspaces: You can create Workspaces and assign users with different permissions to each from here. Since you can't run two Workspaces simultaneously, it makes sense to have multiple only if you have people working with entirely different libraries.
For every Workspace, you can manage User Permissions, activate Power-user features, and configure Feature Storage. A “lightning” icon marks the activated features in the dropdown menu so you can see what’s live for each Workspace.
NOTE: The metadata for the assets isn't shared between different Workspaces even if one team uses all of them.
- Partners: You can use the Web Catalogs feature to showcase asset preview selections with Partners. For more detailed information, see the guide about the Partners. You can invite new Partners or delete the ones that have already been added from this tab.
NOTE: Partners aren’t counted as Team Members, so you can have as many Partners as you need, and it won't affect your Connecter's Suite subscription plan. The team has full control over which parts of a Web Catalog a Partner can see.
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Features: In the Features dropdown, you’ll find:
- Microsoft Entra ID (formerly Azure AD): can be configured for a Connecter Suite Team. This step-by-step guide will help you set up an Entra ID.
- Workflows: Workflows is a feature of the Version Control system in Connecter, offering asset production tracking functionality with customizable statuses and team members’ comments. See the Workflows guides section for more details.
NOTE: Every Workspace can have its own specific or multiple Workflows, each containing a list of custom statuses.
What can a Team Member do:
As a Team Member, you see the team name (and a dropdown menu if you’re part of more than one team) and the team admins’ email address. Below is a list of the Workspaces and Web Catalogs you can access.
What can a Partner do:
As a Partner, you see almost the same information as team members – the name of the team name(s) you’re a partner to and the team admins’ email address. Below that is a list of the resources you have access to – Web Catalogs with links to them.
Everyone signed in to the Team Portal sees the useful links at the bottom of the page for downloading the Connecter app, accessing guides from our Help Center, and contacting our support team.
Watch the video to learn the basics: