Purple Manager: Team Management
Purple Manager
Purple Manager is the management interface for you and your team working within the Purple platform. No matter which component of Purple you are using, Purple Manager is the starting point where you first need to create a team and assign your users to it. Your team will be created by the Purple staff and a user with admin rights within that team can then invite and manage the team members. This means that even if you only want your colleagues to work in the Purple Hub, a team must first be created in Purple Manager and the users must be created there so that they can start working in the desired component. In Purple Manager's sidebar and under the 'Teams' section, you can manage your team members, including their access permissions. You can collectively work on apps and publish content.
In addition, you can invite and manage team members and assign every team member to a user role (permissions).
You can find here a step-by-step guide how to invite a new user to your Team in Purple Manager
In the team menu of the Purple Manager, you will find the Tabs 'Members' and 'Overview'.
The 'Overview' tab is where you find contact and billing information, as well as a list of apps and publications in your account. In most situations, you will not need to make any changes here.
The 'Members' tab is where you can invite or remove team members and can also set their individual editing permissions.
The first page of the Members Tab contains a list of your team members. The blue 'Invite' button serves for adding new members.
This opens a form where you can set the privileges for your new team member and send them an invitation to your team via e-mail.
- E-mail address of the person you want to invite (1).
- Now assign the user roles the person should have. There are three different roles with different permissions to make changes in Purple Manager (2).
- In the field below, you can assign apps or publications to the new member based on their role (3.1). Click on the little arrow to assign an app or publication to the user (3.2). This way, you can choose to give a user admin permissions for one app, and Editor permissions for the other.
- By clicking on “Invite” an e-mail with the invitation will be sent. If the person does not yet have a Purple DS account, registration can be started from the email.
If you invite a new team member to your Purple Manager Team and you also have a Purple Hub connected, this new team member will be automatically added as with an Editor Role to your Hub.
At some point, members of your team may not need to access Purple any more. On the 'Members' tab, you find a rubbish icon, that allows you to remove team members.
