Team Management in Purple Manager

Purple Manager

Summary

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



Team Management

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. 

Inviting Team Members

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. 

Assigning roles and apps



1. E-mail address of the person you want to invite (1).
2. Now assign the user roles the person should have. There are three different roles with different permissions to make changes in Purple Manager (2).

Find the detailed overview about the roles in this article.

1. 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. 
2. 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.

Removing Team Members

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.