Organization management

Organization management allows a company to centralize information and manage the access rights to Pix4D licenses and cloud resources (datasets, sites, and folders) generated by employees based on their Organization role.

 

This article explains the functionalities at the Organizational level.

Introduction

The Organization management feature allows Pix4D users to work within an Organization environment with an assigned role. The roles are assigned at the organizational level.

Pix4D licenses (desktop, cloud, and applications) and PIX4Dcloud resources no longer belong to an individual user but to an Organization.

Definitions

Roles

• Member:
  • Can view the organization's information.
  • No access to resources you haven't been invited to or licenses.
• Reader:
  • Can view all resources in the organization and temporarily annotate datasets without saving.
  • Cannot use any desktop license.
  • Cannot enable or disable share links.
• Editor, all actions from the Reader and:
  • Full access (view, create, edit, delete) on PIX4Dcloud resources (datasets, sites, and folders).
  • Can upload images for processing to a new dataset.
  • Can upload outputs to a new or existing dataset.

• • Cannot enable or disable share links.
  • Can use desktop licenses.

• Manager, all actions from the editor and:
  • Enable or disable PIX4Dcloud share links
  • Can invite, remove, or change roles for users (up to Manager role).
  • Can use the Share to Cloud feature in PIX4Dmatic, PIX4Dsurvey, PIX4Dfields, and PIX4Dreact.
  • Full access to all existing licenses.
  • Can buy and redeem new licenses.
  • Can renew existing licenses.
• Owner, all actions from Manager and:

• • Can edit billing information (address, legal contact, VAT number).
  • Can close the Organization.

 

How to create and delete an Organization

For more information, How to create and delete an Organization.

 

How to get an overview of my Organization

1. Log in to https://cloud.pix4d.com/login with the Pix4D credentials. 
2. Under the user icon, select Account Settings.
3. Click Home to visualize all the Organizations that the User belongs to.
4. Click Dashboard next to the Organization you want to manage (only Owners or Managers can manage an Organization).
   
5. Under the Organization dashboard, an overview of the Organization's legal, company information, and Credit balance for dataset processing with PIX4Dcloud/PIX4Dcloud Advanced license is displayed. Also in the top right bar, the current role of the user accessing the Organization.
   

How to edit the Organization details.

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. Click Edit or Complete details to start modifying the information.
   
   

 

How to Invite Users to the Organization

Only Owners and Managers at the organizational level can invite new users to an Organization.

1. There are two ways to send an invitation to a User.
   First way: In the Organization's dashboard, under Build your team, click Manage People.
   
   
   The second way is to click on User Management to access the list of Users and Members who have already been invited to the Organization.
   
   
   
   
2. Click Invite people and include the email and role of the users invited to the organization. After the invitation is sent, a manager or an owner can change the role.
   
3. The invited Users will get an email to accept the invitation.

 

How to remove users from the Organization

Only Owners and Managers are allowed to remove users from an Organization.

1. In your organization's home section, under Build your team, click Manage People
2. Click the checkbox associated 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 set up a default Organization

Setting up a preferred default organization allows users that belong to more than one organization to access products that do not have implemented an organization switcher (PIX4Dmapper, PIX4Dcapture Pro, PIX4Dfields and PIX4Dreact) to select in which organization to work or log in.

In order to set up a default organization:

1. Log in to https://account.pix4d.com/home with the Pix4D credentials.
2. Click Account settings on the left.
3. Under Personal preferences, click Edit.
4. Go to the section called Default organization. Click on the downward-pointing arrow (v) to choose the preferred default organization.
   

• PIX4Dmapper and default organizations.

Setting up a default organization for PIX4Dmapper users will allow them to upload images for processing in the default organization. 

Example:

1. Anna belongs to two organizations (Organization 1 and Organization 2) which have an active PIX4Dcloud license with available credits or allowance.  Jane is at least an Editor in those organizations.
2. Anna sets Organization 2 as the default organization.
3. Anna logs in PIX4Dmapper with her user and password. She will be logged in Organization2 and will be using the mapper licenses that belong to that organization.
4. Anna executes a flight and uploads the images to PIX4Dcloud for processing.
5. The project will be processed using the PIX4Dcloud license that belongs to Organization2 and the project will go to Organization2's drive.

• PIX4Dcapture and default organizations.

Setting up a default organization for PIX4Dcapture users will allow them to upload images after the flight and process them in the default organization.

Example:

1. Jane belongs to two organizations (Organization1 and Organization2) that have an active PIX4Dcloud license with available credits or allowance.  Jane is at least an Editor in those organizations.
2. Jane sets Organization2 as the default organization.
3. Jane logs in to PIX4Dcapture with her username and password. She will be logged in Organization2.
4. Jane executes a flight and uploads the images to PIX4Dcloud for processing.
5. The project will be processed using the PIX4Dcloud license that belongs to Organization2 and will be saved to Organization2's drive.

 

• PIX4Dfields / PIX4Dreact and default organizations.

Setting up a default organization for PIX4Dfields / PIX4Dreact users will allow them to upload results using the share to PIX4Dcloud feature to the default organization.

Example:

1. James belongs to two organizations (Organization1 and Organization2) which have an active PIX4Dfields license.  James is at least an Editor in those organizations.
2. James sets Organization2 as the default organization.
3. James logs in to PIX4Dfields with his username and password. He will be logged in Organization2.
4. James processes a flight in PIX4Dfields and uploads the results to PIX4Dcloud using the share to PIX4Dcloud feature.
5. The project will be uploaded to Organization2's drive.

 

How to buy licenses on behalf of the Organization

1. Select the correct organization in the dedicated selector menu.
2. Click Plans and License.
3. Under My Plans, click Shop products.
   This step redirects to the Pix4D product purchase page.
4. From the desired product, click Select your plan.
5. Select a plan and click Buy Now.

In the case of License/voucher redemption during the process, select the correct organization in the dedicated selector menu.

How to buy credits on behalf of the Organization

This option is only available for Owners and Managers.

1. Go to Credit History.

2. Select the credit package that you want to buy.

3. Optionally, enable the auto top-up to buy credits automatically.

 

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 Account details.
   

How to modify my communication and data privacy preferences

1. Click Privacy
   
2. Click Edit.
3. Click Save.