Project Management for Designers

Naturally, if you subscribe to Allworkedup and you are a design agency with multiple project managers and designers, you’ll want the facility to grant relevant permissions to the relevant users. This post takes you through this process and provides a quick reference point to those who want to set up their account in this way.

Firstly let’s deal with account managers/project managers. The users that need to add projects, manage projects and who will be some of the most active uses on the system. After all – it may turn out that as the subscriber you have little contact with the system if you have a team of project managers and designers working for you. So in the case of account managers and project managers we need to give them the ability to add projects on your account. Here’s how to do it:

1. Purchase a subscription
2. Log in to your new account and set up the first project
3. Add some members to this project (you might want to set up multiple projects and add the relevant project managers to each)
4. Go to your profile drop down (top right of screen) and select ‘Account Managers’
5. Select the users that you want to nominate as account managers from the list (users have to be members of your projects to show up in the list) and submit the form
6. Now you have nominated your account managers these users will be able to add projects (and manage those projects) from your account. They cannot see any subscription info or change the account settings, but they can to all intents and purposes manage the account as you would.
   Note: Account managers are not automatically introduced as members of all your projects – just the ones that they create or that they are members of. Unless account managers have added projects themselves their project permissions work in exactly the same way as normal. The benefit of nominating account managers is focused upon allowing them to add projects on your account.

Secondly you want to add in your team of creatives so that they can upload and manage their designs on the system.

1. Go to the relevant project (ie – a project which the designer you are adding is working on)
2. Add the designer as a member (remember to specify them as a Designer when creating their account)
3. This user is now in the system and can be added to any project
4. They will always assume ‘Designer’ status in each project they are added to by default – however this can of course be changed in the project permissions

We thought it might be useful to give you some pointers when starting out with your Allworkedup subscription so we’ve devised a number of  blog posts which will be published over a number of weeks to document some of the most important steps in using the system successfully. The first will be entitled ‘Setting up account managers’ and will be published tomorrow.

New to version 2 is the useful account management feature. This allows a subscriber to nominate account managers from their Allworkedup contact list. These users then have the ability to add projects (and manage the projects they create) on the subscriber’s behalf. This feature is available to all paid subscriptions (the free account only has a single project so it made no sense here). The account management feature is available from the ‘Account Managers’ option in your profile drop down.

With the release of version 2 comes user management at project level. You can now mange project members project by project. This replaces the user specific permissions from the prototype (version 1) and provides much more flexible management of projects. By default users are simply members with the exception of designers who inherit this permission from their profile (this seemed sensible).