What will you learn from this post?
As an administrator, you will learn how to you tweak the settings in Paperflite to match your brand.
Log into Paperflite and on the homepage, click on Settings on the left-hand pane. Go to Account Management in Settings. As an administrator, you can edit your company’s account settings, collection settings and share settings under Account management.
1. Account Settings: Under this section, you can edit your company’s logo, name, URL, and Fav Icon. All the details related to your account (Company) can be updated here.
2. Collection Settings: Here’s where you can make changes to the default look of the Collections like the banner image, description, CTA etc. that will reflect every time you create a new collection. Here’s where you can learn more in-depth about Collections.
We have experiences that a user can toggle between as per their preferences. The experiences are varied between Metro and Carousel cards.
Metro: Here's where the assets can be arranged in a vertical scrolling list.
Carousel: Here's where the assets can be arranged in a horizontal scrolling list.
3. Share Settings: This functionality is everything related to Shares via Collections. The administrator can control the access to the content being downloaded and reshared at every share made on the account.
Each collection can be gated when an anonymous link is generated. This setting allows the administrator to ensure that every collection is gated the moment a link is generated by default.
Note: A particular user can control the “Gating” settings when they generate a link to a collection
On the bottom of the same page, you’ll find two more functionalities that provide users with the respective access. This access is account level and will apply to everyone on the account.
My Hub: My Hub hosts all company-approved content that users can pick to share with external parties. Toggle on/off the bars to provide users in your organization access to My Hub. It will enable access to your teams to curate and distribute content from it.
When a user has access to My Hub, he can see all content that is produced by his organization, which he can include in his Collections to share with his clients/prospects externally.
A user who does not have access to My Hub will not know about the latest content that is being uploaded in Paperflite. However, the user can still import content from his/her local computer and add them to Collections.
Global Contacts: Upon toggling on the bar to Global contacts it shows people to whom other members of your team have interacted using content. You can still see them in your contact list even if you’ve not sent them any content. Click here to know how.
Tadaaa…! And that’s how Account management works.
Still have queries? Send them to us at firstname.lastname@example.org and we'll be glad to assist.