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How to manage accounts and user access across your Organization
How to manage accounts and user access across your Organization

Learn how you can manage multiple iPaper accounts, as well as the access different users have to them, by setting up an Organization.

Updated over a month ago

If your business runs multiple iPaper accounts, for different markets, territories, or even brands, setting up an Organization allows you to manage all your accounts, and user access levels from one central dashboard.

📖 This guide explains:

What is an Organization in iPaper

An Organization in iPaper allows you to manage multiple iPaper accounts under one main dashboard. As an Organization administrator, you can oversee all accounts within the organization and control user access, including granting or revoking permissions for any user account as needed.

This means that you can quickly onboard new colleagues onto multiple iPaper accounts by granting them access to all the relevant accounts. Similarly, you can maintain complete account security by quickly removing permissions when someone leaves your organization.

How to set up an Organization

To set up an Organization for your business, please get in touch with the Support team via the messenger in the corner. Our Support team will work with you to include all the relevant iPaper accounts in your business, to your Organization.

If you need to add, or remove an iPaper account from your Organization after the setup process, you'll need to get in touch with our Support team.

How to access user access management in your Organization

Having your iPaper accounts set up in an Organization gives Organization Administrators an overview of all the users associated with it, as well as the access level each user has, for each specific account.

It also allows you to:

  • see which users are Organization administrators

  • grant, revoke, or change the access level for individual users, on individual accounts

  • delete users completely from your Organization

Accessing the Organization management view is easy:

  1. Select the Account details menu in your iPaper account, then Organization management, from the drop-down menu.

  2. In the Organization management view, you will be presented with:

    • the Account list: all the accounts associated with your organization, along with the number of sessions in the past 30 days, and the number of Flipbooks used.

    • the User list: all the users associated with all the accounts in your organization, as well as the individual permissions associated to each account.

  3. Click on the User list to manage user access in your Organization.

How to change account permissions for users

To change the access permission for a user on a specific account in your Organization:

  1. In the User list, hover over the permissions icon that matches the user and the account you want to change it for.

  2. Click on the permission icon you want to change, to open a menu with the available permissions for that user.

  3. Select the new permission you wish to grant that user, for the specific account. You can select from:

    • Admin: gives the user full administrator privileges on that specific account.

    • User: gives the user full user access on that specific account, but no administrator privileges.

    • Statistics: allows the user to access only the statistics for a specific account.

    • None: the user cannot access the specific account.

💡 Changes made to permissions for a user happen instantly. Any actions you perform are confirmed with a green toast in the top-right of your interface.

💡 Organization administrators are granted full access to all accounts within the organization.

You can identify the level of access a user has to a specific account by seeing what icon is displayed:

How to delete a user from your organization

You can also remove a user from all associated iPaper accounts in the Organization:

  1. In the Users list, click on the trash can icon to the far right-hand side of the user you want to remove.

  2. A modal will appear in which you can confirm the deletion of the user, by selecting Remove. You'll also be able to see a list of all accounts that the user has access to in the deletion modal.

⚠️ If the user being removed is only associated with accounts in your Organization, the user will also be deleted when removed from all accounts. User deletion is a permanent action and cannot be reversed.

If the user is associated with other accounts outside your Organization, they will retain access to these accounts.

How to change or add an Organization administrator

To add or remove Organization administrator privileges, please contact our Support Team, who can make these changes for you.

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