Assigning Packages to Users

Packages must be assigned to users by the account administrator or by a user with the Create Packages permission. These individuals also determine how packages appear in user accounts and what options are available. Assigning packages to users enables them to send those packages via email, text message, social media, or by sharing a link.

Both the administrator and users with the Create Packages permission can grant edit privileges to other users, allowing them to make changes to the contents of existing packages.

There are two ways to assign packages:

a) Through the Create Packages page: This is the easiest way to assign a package to multiple users at once.

b) Through the Admin Panel: This method allows for the assignment of multiple packages to each user at once.

To assign packages from the Create Packages page, follow these steps:

1. Click Create Packages from the main menu.

2. Select a package and click on the Assign Users icon.

3. On this page, you can assign the package to users by checking the box next to each user’s name.

Hint: You can also assign this package to all users by clicking the checkbox next to Assign.

4. If you check the Edit box next to a user's name, you will grant that user edit permissions for the package. This allows them to make changes to the package, including adding or deleting files.

To assign packages through the Admin Panel, follow these steps:

1. Click Admin Panel, then select Users.

2. Select a user and click the edit pencil icon under the Permissions column. This will open a list of your packages.

3. Under the Assign column, checkmark the packages you want to assign to the user. You can also assign all packages at once by checking the box next to Assign in the header.

4. Optional: Checking the box under the Edit column allows the user to make changes to the package, such as adding or deleting content.