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Managing users in PLIC Books
Managing users in PLIC Books

Learn how to create and manage users and their permissions within PLIC Books

Drew Starr avatar
Written by Drew Starr
Updated over a week ago

Creating a new user

In PLIC Books, open Users → Create User

You can either create a Standard or Sub Account user type:

User Type

Description



Standard


  • Created in PLIC.io

  • Most users are Standard Users

  • Accessible in all PLIC apps





Sub Account

  • For users with no email address.

  • Sub Account will only exist within PLIC Books.

  • Sub Accounts require an existing PLIC Account on the same organization in order to function.

  • Sub Accounts will not be able to control their password on their own.

When creating a standard user, you'll need to provide:

  • Their Full Name

  • Their Email address

  • Their access to PLIC apps

  • Their sub-organization

  • Their role

❗Skip down to the User Roles section to learn more about each role.

Managing an existing user

In PLIC Books, open Users. Edit existing users by using the Actions drop down menu. You can take such actions like:

  • Edit Name

  • Edit Role

  • Edit PLIC App Access

  • Send Welcome Back Message

  • Delete User

Understanding User Roles

User Roles give different users access to different parts of the yearbook. These roles include Editor, Yearbook Advisor, Production Editor, Coordinator, Financial Manager, Co-Editor and Sales Manager. The user role determines which sections of the dashboard a user can access, as well as actions they can perform.

Role

Description

Permission Level

Studio/Lab

Manage all projects and settings for their organization.

  • All actions a School Advisor can make on all books.

  • Create projects and edit project settings.

  • Unlock books after they are submitted.

  • Upload subjects to a project.

  • Delete subjects from the trash.

  • Manage Studio/Lab's themes.

  • Manage Studio/Lab's clip art.

  • Manage Studio/Lab's backgrounds.

  • Manage Studio/Lab's alpha masks.

  • Manage Studio/Lab's layouts.

  • Manage Studio/Lab's settings.

  • Manage Studio/Lab's seasons.

  • Manage Studio/Lab's workflows.

  • Manage Studio/Lab's book formats.

  • Generate content books.

  • View and download high resolution subject photos.

  • Delete any pages from a book.

  • Edit organization info.

  • View yearbooks from previous seasons.

  • Turn on books store if studio has Stripe setup.

  • View and render out book personalization.

Yearbook Representative

View all of the projects without being able to edit Lab/Studio settings.

  • All actions a School Advisor can make on all books.

  • Create projects and edit project settings.

  • Unlock books after they are submitted.

  • Upload subjects to a project.

  • Delete subjects from the trash.

  • Generate content books.

  • Delete any pages from a book.

  • Edit organization info.

  • View yearbooks from previous seasons.

  • Turn on books store if studio has Stripe setup.

  • View and render out book personalization.

Limited Yearbook Representative

Manage customer books without changing any of their settings.

  • All actions a School Advisor can make on all books.

  • View read-only dashboard & yearbooks tabs.

  • Limited to creating School Advisor users and below.

  • Generate content books.

QA User

View all projects, unsubmit, and make edits to books.

  • All actions a School Advisor can make on all books.

  • Unlock books after they are submitted.

School Advisor

Manage their book project.

  • View and manage their book.

  • View and manage subject data.

  • Print subject directories.

  • View and manage new users.

  • View and manage candid photos.

  • Download full resolution candid photos.

  • View and manage events.

  • View and manage subject orders.

  • View and manage school layouts.

  • Submit their book.

  • Preview low resolution version of their book.

  • Generate content books.

  • Delete extra pages when over their page limit.

  • Lock and unlock pages.

  • Make comments and mark comments completed in a book.

  • Create and rollback to snapshots.

User

Only able to work on their book.

  • View and edit their book.

  • Make comments in a book.

Proofer

Can review and proof book without making any changes.

  • View their book.

  • Make comments in a book.

Photographer

Upload and manage candid photos without being able to work on their book.

  • View, upload, and tag (not delete) candid photos.

  • View and manage events.

Candid Tagger

View and edit tags for candid photos.

  • View candid photos.

  • Edit tags on candid photos.

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