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To add a new person just go to the People page. Click the “Add person” button, put down their first name, last name, email address and click on “Invite”. Notism will send an invitation with further instructions to the person added.
Note: Only the account owner or administrators can add and manage people.
After you’ve added people to your account you can assign them to projects in the Editor.
Click on the “People” button in the designated projects’ editor and select the checkbox next to the person you want to add to the project.
There are several ways how you can add people to projects:
During the setup:
You can invite & add collaborators during the projects setup. To invite users enter their name and email adress and click the invite- button. You can also assign exisiting users that are already in your account. Select a group and pick persons from the list below to add them to a project.
Add people later on:
You can also add people to a project later on by clicking the people icon in the editor.
You can select the people you want to add to a project or change their user status.
On the projects page
Another way to add people to projects is by clicking the People-icon at the bottom of each Project-slot at the projects page.
An editor can co-work on projects, but has no project or account management rights.
A reviewer can view projects and leave feedback notes.
Click the People button in the designated projects’ editor you want to remove a person from.
Deselect the checkbox next to the person you want to remove.
On the “People” page click the “Edit” button next to the person you want to remove from your Notism account. Then click the „Delete“ button to remove.
An admin can …
– create and edit projects
– add and manage people
– change project settings
An admin can’t …
- upgrade, downgrade, archive or cancel the account
- update the billing info
- view the billing statements
You can give someone admin access:
- when adding them to your account. Just select “Yes, make this person an admin” on the “Add new person” page.
- when updating their profile. On the “People” page click the “Edit” button next to the person you want to give admin access. Select “Make this person an admin”
Note: Admins are not automatically assigned to every project. They need to add themselves to projects the account owner or other admins created.
User groups help you to keep the people on your account organized by adding them to defined groups. A group could be for example a company, a client or a departement.
- Click “Add group” in the right sidebar of the “People” page. Enter a group name and click the “Save” button.
Now you can also add people to this group via drag & drop.
Note: You can also add a person to a group when you add and invite them to your account.
There are 4 different level of access for people on the account.
1. Account owner
An account owner can …
– create and edit projects
– add and manage people
– change project settings
- convert projects
- upgrade, downgrade, archive or cancel the account
- update the billing info
- view the billing statements
2. Admins
Admins can …
– create and edit projects
– add and manage people
– change project settings
Admins can’t …
- upgrade, downgrade, archive or cancel the account
- update the billing info
- view the billing statements
3. Editors
Editors can only co-work on projects and leave notes.
4. Reviewers
A reviewer can only view projects and leave notes.
Note: An Account owner is not automatically assigned to every project. You need to add yourself to projects admins created if you want to access them. Also admins are not automatically assigned to every project, they need to add themselves to projects other admins or the account owner created.
