Organization Support allows a company to centralize information and manage the access rights to licenses, cloud projects, sites, and assets generated by the employees based on their roles inside the organization.

Introduction

The Organization Support and User Management feature allows Pix4D users to work within an organization environment with an assigned role.

Pix4D desktop licenses, cloud licenses and allowance (PIX4Dcloud and PIX4Dinspect), PIX4Dcloud projects and sites, and PIX4Dinspect assets do not belong to an individual user anymore but to an Organization.

The current state of this feature allows:

• Organization support:
  • An organization can have several users.
    • They can all use the licenses of the organizations they belong to (if the role allows so).
    • They can all work on the same PIX4Dcloud or PIX4Dinspect.
  • A user can belong to more than one organization and have a different role for each one.
• User Management:
  • Owners and Managers can invite users to the organization and assign different roles.
  • A member of an organization can leave at any time.

Definitions

Roles

The current state comprises different roles at the organization level:

• Owner: Full access to resources and licenses and can manage users and billing information.
• Manager: Full access to resources and licenses and can manage users.
• Editor: Full access to resources and licenses.
• Reader: Can view resources and can only access cloud licenses.

How to create an organization

Any user in the Organization Support environment (with any role) can create one or more organizations. If you are an existing company with several users and you are not in this environment, please Contact Sales

Once the organization is created:

• The user who created the organization will become OWNER of the organization
• The new organization will automatically receive a PIX4Ddiscovery license
• Anyone can be invited to the new org:
  • New users who do not have a PIX4Daccount → They will go through the account creation flow
  • Existing individual PIX4D users with a PIX4D account → They will be automatically migrated to the EUM environment and the existing account will become a new org so at the end they will belong to two organizations (the name of the new org is "<firstname> <lastname>'s Space").
  • Existing PIX4D users already part of an organization → They will be invited to the new one with a particular role and nothing will change in the existing organization they belong to.
• A new organization can own and purchase. For new purchases please Contact sales
• Items can be transferred from/to the new self-created organizations as explained at Transfer items from one org to another - Feature Description 

 Examples

• Existing individual PIX4D users with a PIX4D account

Anna has a PIX4Dmatic license and a PIX4Dcloud Advanced license but does not belong to any organization. She has been using PIX4D software for 2 years and has 70 projects in the cloud. She is invited to Organization1 by John (OWNER of Organization1). After accepting the invitation:

Anna will belong to Organization1 and depending on the role she has, she will have access to all licenses and projects for Organization1

Anna will also belong to a newly created organization, Organization2, owning the same licenses (PIX4Dmatic and PIX4Dcloud Advanced) and the same 70 projects where she will be the OWNER.

Anna will be able to switch from Organization1 and Organization2 thanks to the Organization switcher, being able to work and see the resource of Organization 1 or Organization2 depending on the Organization she is logged

• Existing PIX4D users already part of an organization 

Chris belongs to Organization3 where he is an EDITOR. He is now invited to Organization4 as MANAGER by Jane (OWNER of Organization4)

Chris will belong to Organization3 (as EDITOR) and Organization4 (as MANAGER)

How to create an Organization

A user who is already in the Organization Support environment will log in Pix4D and go to the accounts welcome page ( Pix4D Account ) and then:

1. Click on New Organization

    2. A new dialog is open to create a new organization. The only difference between the two options below is the legal definition:

1. • I work for a business
   • I am an individual

     3. After filling in the required data, the organization will be created

How to manage an Organization and its Users

1. Log in to https://account.pix4d.com/home with the Pix4D credentials.
   Your organizations section contains all the Organizations the User belongs to.
2. Click Manage [1] next to the Organization you want to manage. Alternatively, use the switcher [2] at the top left corner to select an organization. Then select Organization settings.
   
   
   

   Manage your organizations.

   
   

   Select an organization.

3.  On the top left, select Home to overview the Organization's legal and company information and to manage the Organization's members and access. 
   
   

   Access your organization's home section.

How to edit the legal information

Only a User with an Owner role can edit the legal information of the Organization.

1. Use the switcher to choose the desired Organization.
2. On the top left, click Organization settings.
   
3. Select the tab My Organization.
4. Edit the Legal contact information.

How to invite Users to the Organization

Only Owners and Managers are allowed to invite new Users to an Organization.

1. In your organization's home section, under Build your team, click Manage People.
   

   Build your team.

   
   It is possible to see already existing users, their names, role, email, and the status of their invitations.
   
   
2. Click Invite people and include the name and the role of the Users invited to the organization. The role can be changed by a Manager or an Owner after the invitation is sent.
   
3. The invited Users will get an email to accept the invitation.

Alternatively, Users can be invited from the PIX4Dcloud account home screen by clicking the icon at the top left corner and selecting "Invite People"

How to remove Users from the Organization

Only Owners and Managers are allowed to invite new Users to an Organization.

1. In your organization's home section, under Build your team, click Manage People
2. Click the checkbox associate with the user email that will be removed from the organization.
3. (Optional) More than one user can be removed from the organization simultaneously.
4. Click Remove user. 
   

How to buy licenses on behalf of the Organization

Please contact Sales if you want to buy licenses on behalf of an organization. For now, e-commerce purchases are not supported.

How to manage my own user

How to modify my personal information

1. Go to https://www.pix4d.com/.
2. Log in with the Pix4D credentials.
3. Under Account settings, click Manage your account.
   
4. See or modify your personal data. In the Advanced Settings section:
   
   • Default organization: It determines the default organization the User will work on in case the User belongs to more than one.
     • When logging into a desktop application, the user can only select the licenses associated with the default organization.
     • When uploading projects from PIX4Dcatch to the cloud, the project is uploaded to the Organization's Drive of the default organization.
   • Cluster location: It defines where the PIX4Dcloud or PIX4Dinspect projects are processed and where the data is stored. For more information: Where are my datasets processed and stored - PIX4Dcloud.

How to modify my communication and data privacy preferences

1. Click Privacy and data:
   
2. See or modify the privacy data.
3. Click Save.