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 and more granular access permissions on resources (Role-Base Access Control).

This article explains the functionalities at the Organization-level.

Introduction

The Organization management feature allows Pix4D users to work within an Organization environment with an assigned role. The roles could be assigned at the Organization level and more granularly at a resource level if needed.

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

Definitions

Roles

• Owner: Full access to resources and licenses and can invite and manage Users, and billing information (address, legal contact, VAT number...).
• Manager: Full access to resources and licenses and can invite or manage Users.
• Editor: Full access to resources and licenses.
• Reader: Doesn't have access to Desktop Licenses. This role allows access to view resources and temporarily annotate all PIX4Dcloud datasets without saving, associated with the Organization.
• Member: Refers to a user that has not been directly invited to the organization but has gained access to specific resources within the Organization’s Cloud Drive (Role-based Access Control List). This access is granted by Managers or Owners who have invited them to collaborate on particular resources directly from those and not from the Organization portal. Members can only access the resources they've been explicitly invited to with whatever access level was determined in each case (Manager, Editor and Reader).

Organization management capabilities

• Organization  management:
  • An Organization can have several Users.
    • The Users can all access the desktop licenses of the organizations to which they belong and can use the license as long as seats are available.
    • The User can access the cloud product licenses of the Organization they belong to but can process datasets only if their user role allows it.
  • A User can belong to more than one Organization and have a different role in each one.
• User Management:
  • Owners and Managers can invite new users to join the organization.
  • Owners, Managers, and Editors can access all the licenses and process datasets in PIX4Dcloud.
  • A User of an Organization can leave at any time, be removed from the Organization, or from any specific resource in the case they are Members with direct access.
    
    
• Resource Access Management in PIX4Dcloud (Role-based Access Control List):
  • A PIX4Dcloud resource can be accessed by any User within the Organization who has been granted access to it. 
    • Users with an Owner, Manager, Editor or Reader role will be granted full access with the same inherited access level to all of the resources within the Organization’s Drive.
    • Users with a Member role are those who have been granted access to the resource(s) they have been particularly invited to. Members of resources can have 3 different types of access levels:
      • Manager (can invite and manage people on resources)
      • Editor
      • Reader

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 Manage next to the Organization you want to manage.
   
5. Under 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. legal Owner and Data protection officer

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 Organization-role level can invite new Users to an Organization.

1. There are three ways to send 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.
   
   The third way is from the PIX4Dcloud Drive, click the Organization switcher and select Invite People. 
   
   
   
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.

 

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

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 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 Account details.
   

How to modify my communication and data privacy preferences

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