Slidebank's structure can be set up to echo your company's hierarchy. However, to keep things simple, we operate with 3 layers:
- Departments (e.g. Marketing)
- Roles (e.g. Marketing Manager)
- Users (e.g. Jane Smith)
Each user must belong to a Role and a Department. It's very easy to set these up.
Just navigate to the 'Manage Users' tab in your Admin system. Next to 'Department', simply type a department name in the box and click enter.
When the new department appears in the list, click on its name, and then type your Role names into the next box that appears.
Clicking on the role name will bring up the users that belong to that role. You'll also have the opportunity to add new users as you go along, just by entering in their contact details.
When you're adding users to your account for the first time, you can either enter them in manually or we can do a batch upload for you. If you're adding a lot of users, we'd recommend the latter. You can read more about those options here.
Permissions, Access and Folders
There are 3 types of user in Slidebank:
- A normal user (with flexible permissions)
- An Administrator
- A Super Administrator
Administrators have the ability to access the Admin system and carry out tasks such as checking reports, adding users, and managing files. However, for an Administrator to be able to manage files or folders that belong to a department, they too must belong to a role in that department. This means you may have your Administrators subscribed to a number of different roles / departments in Slidebank, and that's OK.
For an Administrator to create Folders for users to save into, they must belong to the relevant department.
Super Administrators have more inbuilt powers to create departments and cross-department sharing.
If you're having a problem adding folders or carrying out other administrative functions, the first port of call ought to be to check which departments your Administrators belong to.