Yulio Knowledge Base > Account Admin > Manage Users for Your Yulio Account

Manage Users for Your Yulio Account

If you’re an Admin or Account Manager on your company’s Yulio account, you have the option to add and remove users, and assign user types.

To manage your users, click on your email address in the top right hand corner and then select Company Settings from the drop-down menu.

Screenshot of a user's Yulio account. A red arrow points to the Company Settings tab from the user's email dropdown menu.

Next, click on the Manage Licenses tab. Here, you’ll see an overview of your team members and their information.

Screenshot of the Manage Licenses tab on the Company Setting page of a user's Yulio account.

As an Admin or Account Manager, you have the option to assign permission levels to users, based on their function within your company. There are four permission levels that users can be assigned:

Account Manager

Account Managers can manage payment, company plan and license assignment. They cannot manage company projects or use any project related tools. This role does not consume a license.

Admin

Admin users can create, edit, share and delete VR projects, as well as invite and remove users from the team. Admin permission is best suited for the person (or people) in charge of your company’s VR services.

Author

Authors can create, edit, share and delete VR projects. The Author permission type is best suited for team members who are actively creating 3D designs, like architects, designers and CAD technologists.

Associate

Associate users are restricted to viewing company VR projects, and using the Collaborate tool for clients. This permission level is designed for salespeople and client-facing team members who aren’t involved in the creation process.

Assign a User to Your Team

Under the Manage Licenses tab, select Assign License.

Screenshot of the Manage Licenses tab on the Company Settings page. A red outline is drawn on the screenshot to highlight the Assign License button.
In the pop-up window, enter the individual’s name and email, and then select which user type they will be assigned. You can change this at any time.

Screenshot of the Assign License pop-up window.

Re-Assign a User’s Permission Level/User Type

To update a team member’s permission level, select their current user type from the Type column and re-assign it.

Screenshot of the User Type pop-up box open beside a user in the account.

Remove a User from Your Team

To remove a user from your team, click on the Trash Can icon beside the team member’s name.

Screenshot of the Manage Licenses tab. A red arrow points to the trash can icon beside a user in the list.

From the pop-up window, select Remove to confirm. Don’t worry, removing a user won’t remove any of the VR projects they’ve created.

Screenshot of the Remove Team Member pop-up window.

That’s it! You’re ready to start managing the users on your Yulio account.

Check out our YouTube channel for more info & tutorials.

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