The Billing page within Settings consists of three sections:

• Payment

• Invoices

• Plan

You can jump to the following sections to learn more.

• General Organisation Settings

• Billing

• Users

• Teams

Billing information

Payment details

List of available payment methods for making payments on your invoices. You can only choose one option.

Basics

This page section contains information about the company:

Access management

In this section, the company-wide security settings can be specified.

SSO

To configure SAMLv2-based SSO, click on the Add SSO connection button. Any Identity Provider supporting the SAMLv2 protocol is supported.

After saving the SSO connection, every user attempting to log in with an email address from the domain configured in Step 3 will be redirected to the configured Identity Provider and automatically logged into the Asset Hub if an active SAMLv2 session is enabled.

Terms and conditions (T & Cs)

This page allows you to view all roles within the DAM and the permissions for each role.

Creating Custom Roles

You can click on + Add level to create custom levels. Custom levels can be created at the company or project levels. You can name the role as you wish and select which permissions are acceptable within the role.

Within these pages you will learn about:

• Users - managing and inviting users onto your DAM

• Roles - viewing available roles and creating custom roles for your DAM

Create a new Team

To create a new team, you can use the + Add Team button.

Give your team a meaningful name, add a description, and upload an avatar.

Manage a Team

After a Team is created, you can find it in the list of existing teams. Click the ... icon at the most-right part of the screen and choose "Manage".

Now, you can add team members from the list of existing users in your current project. If the user hasn’t been invited to the project, or their invitation is pending, they cannot be added to a team.

You can select and delete team members, which removes them from the Team, but their account will remain active in the project.

Edit a Team's description

If you select option "Edit" from the ... menu, you can rename the Team, modify its Avatar and Description.

Delete a Team

Choosing option "Delete" from the ... menu allows you to delete a team. The users who were part of this team will remain active in the current project.

Invite new users

The Invite Users modal allows you to send single or bulk invitation emails. You can create users at the company level, granting access to all projects within the company or providing access to one or multiple projects at the project level.

User level

The DAM supports various user access levels, known as a user level.

Custom levels

In addition to the standard levels mentioned above, VXP administrators can create up to 5 custom levels and define which pages and menus will be available for each.

User invitation flow

Individually or in bulk, new users can be added via the + Invite Users button. The following fields are needed to invite a user:

• Email address

• User level (see above)

• Access scope:

  • Entire company

  • Project(s): select projects the user should have access to

Once validated, an email invitation is sent to the user's email address.

Managing existing users

A user can only manage lower-level users, e.g. a VXP Viewer cannot manage a VXP Manager.

The following attributes are available for editing:

• User level

• Active or inactive status

• Access scope

It is also possible to create custom user attributes fields on top of the existing system fields (email, name..)