Organization Support

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 and delete an organization

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

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.
   
   
   
   
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.
   
   

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.
   
   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 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 preferred default Organization

Setting up a preferred default organization allows users to access licenses in a particular organization upon login to a Pix4D license. This also solves the issue when a user is in an organization but cannot access the license.

1. Log in to https://account.pix4d.com/home with the Pix4D credentials.
2. On the top right corner, click the user icon.
3. Select Account Settings.
   
4. In the Account settings section, click Account details tab.
5. Under Personal preferences, go to the section called Default organization. Click on the downward-pointing arrow (v) to choose the preferred default organization.

How to buy licenses on behalf of the Organization

• E-commerce purchase: During the e-commerce purchase, select the correct organization in the dedicated selector menu.
  
  
  
  
• License/voucher redemption: During the license/voucher redemption, select the correct organization in the dedicated selector menu.
  
  

How to buy credits on behalf of the Organization

This option is available based on the user's role in the organization:

• Editors can enable the auto top-up when processing projects.
• Owners can modify the auto top-up settings.

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. To modify your personal data, click Advanced Settings:
   
   • Default organization: It determines the default organization the User will work on in case the User belongs to more than one. When logging into PIX4Dmapper, PIX4Dreact, and PIX4Dfields, the user can only select the licenses associated with the default organization. For more information: Desktop products within an 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.