Getting Started with Team Management

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This document will walk through Team Management functions within Email on Acid’s Projects.  Our new inbox allows you to seamlessly create project folders, assign users and create custom user profiles.

• Once you have logged into your Email on Acid account, select the Projects icon from the left hand tool bar.

• From the Projects main page, you can view all projects and folders you have created.

Creating Folders

• Before creating project folders, decide on a template for organizing projects that will continue throughout the process. This will dictate how users should organize their work.
• You can create a new folder by clicking +.

Acid Tip: from the Projects page, you may also add a new folder by clicking on the folder icon in the header area.

• Select a location for your folder.
• Name your folder. We recommend using descriptive folder names for easier identification between users.
• You can assign users at this time, or after folders are created (you may need to contact an admin to add users).

• Click Create Folder.
• Your folder now appears in the left hand navigation menu under “Folders,” in the location you selected.

• To create additional subfolders, click the ellipses and select “Add subfolder.”

• Select a location for your folder and create a name.
• Click Create Folder.

• Your folder will appear in its location; to view, click the dropdown arrow next to the assigned folder.

• On the Projects page, you may filter projects by “Project Type” or search for a project in the search bar at the top.

 

Moving projects to folders

• Once folders have been created and users assigned, you can easily move projects to their designated folders.
• To move individual folders, click the ellipses and select Move Folder.

• To move multiple projects, first select the projects you wish to move, then click the Move button at the top of the screen.

• Select a folder for your project.

 

Assigning Users to Folders and Managing their Access

• There are several ways to assign users and manage access.
• To assign existing users to a folder, first open the folder. You may select it from the drop-down menu on the left-hand side of your screen, or hover over the project name and select the folder you wish to work in.

• At the top of the page, you will see the People Icon and the number of users currently assigned to this folder. Click to add additional users.

• Click on Assign User.

 

• Search for your user and then click

• The user now appears in the folder, along with the option to remove access.
• Next to the folder name, you will notice an icon showing how many users are assigned to this folder.

• You can manage user access from the People Locate your user and then click the ellipses.  Select Manage Access.

• From this page, you can remove access and also add access to other existing folders.

Setting Up a Team: Creating Custom Profiles

User profiles have their own unique permissions within a project.  These profiles are Admin or Administrator, General User, and Read-only.

• Admins and Read-only profiles cannot be customized.
• Admins of an account can create customized profiles for users. Any profile that is customized will display as “General – [insert name here]”
• You can create profiles by clicking “Manage Profiles” or on the “Add User” page
• To create profiles, first navigate to the People page by clicking the link at the top of your screen.

• Click on Manage user profiles.

• Click on Create New Profile.

• Create your user profile by giving your profile a name, assigning folder and project permissions, and team management permissions.
• Click Create.

• On the People page, you will be able to view, manage, and add users. You can easily view a user’s permissions, manage access, and filter users as needed.

• Admins can add a user by clicking on Add User in the upper right hand corner.
• At the top, you will notice the number of seats you have available. Admins will be notified when seats are no longer available (you may still invite “Read-Only” users).
• Enter the user detail and select user permissions: Administrator, General User (this is the default base level permission), or Read-Only.

• General Users will be assigned to a custom profile; use the dropdown menu to view available profiles, edit, or add a new profile as needed.

• Select Project Visibility (if necessary). Click Invite, when finished.

• The user will now appear on the People

• To adjust settings for an existing user, Admins can click directly on their name to view their User Detail. You may edit their permissions by clicking Edit User.

Acid Tip: You may also select Edit User from the People page by clicking on the ellipses next to your user and selecting Edit User.

• On the Edit User page, admins can modify a user’s Permission Level and select a custom profile from the drop-down menu for the user.
• Scroll down to Assign Visibility and search for existing folders to add the user to.
• You may also inactivate a user from this page.