Getting started with the Organization plan - admins

Find out how to use the Organization plan and how to set up the workspace, as an admin.

The Organization plan allows your company to own multiple connected workspaces in Flipsnack. A more simple explanation would be that it makes it possible for a big company to have a workspace for a team in the UK, another one for the team in Germany (and so on), with a single subscription and with a single owner that manages all of them.

We highly recommend reading our introductory guide for Organization if you are the owner of the Organization plan to find out more about what this plan is, what the benefits are and how you can get started.

Now let's assume that you already have the Organization plan enabled and you are an admin for a workspace, or for more. How to proceed? Make sure you follow this setup guide and ask for help if you need it.

Accept your invitation within 24h

The owner of the Organization will invite you to join the main "master" workspace or one of the connected workspaces. When they add teammates within the workspace, they will assign specific roles, based on which team members will have access to certain features. You will receive an invite via email and you have 24hours to accept it. If you don't get to accept it in time, the owner can resend it.

As soon as you accept the invite and set up your account you will be able to access the workspace.

If you're invited into multiple workspaces you'll get multiple invitations. Please accept all of them.

Get to know the workspace and your organization structure

Admins you have full access to the workspace. With great power, comes great responsibility, so make sure you have a conversation with the owner about how you will be using Flipsnack, how many workspaces there are, how many you have access to, and what are the expectations for you in terms of workspace management.

We highly recommend enrolling in the Flipsnack Academy, to get to know the platform's capabilities and to be able to help your team make the most of the tool.

Adding teammates

If you are an admin in one workspace, for one of the teams, adding more teammates is really easy. Go to Settings  - Teammates. Make sure you read about roles and permissions.

The admins of the master workspace have access to the Organization page where they can see all the team workspaces that they have been added to by the owner. If you have been empowered by the owner to have admin access to all workspaces, you'll be able to manage teams just like the owner of the Organization plan.

In this case, make sure that when you add teammates you add them in the right workspace.

Onboarding the team and getting started

As you invite teammates it would be an awesome idea to let them know that you sent them an invite and what it's about. Even though Flipsnack is really easy to use, it has a lot of features and functionalities, so a bit of training is always helpful.

You can either provide basic training yourself, or you can point your team to our academy and maybe recommend watching the chapters that are relevant to how you will be using Flipsnack. Another option is to contact your account manager and organize a team onboarding session via Zoom. In this case, make sure you talk to the account manager beforehand, to customize the presentation/training call based on your usage.

Other tips

If you have a big team in your workspace, you might be interested in some organization tips:

  1. Start using folders. You can create folders and subfolders to organize your flipbooks within your workspace. If you decide to use folders, make sure everyone knows how to use folders in Flipsnack, and what types of flipbooks should go into each specific folder.

  2. Work with labels. Sometimes you need 2 types of organization (e.g.: by year and by author). This is why you can apply labels in addition to working with folders. You can also use labels to keep track of the production flow for a catalog.

  3. Implement naming conventions. Your workspace might become chaotic if the names of the flipbooks aren't specific enough. So if this happens make some rules for the names of flipbooks and let everybody know what the rules are (or decide together as a team).

  4. Add team assets (images & videos) in the uploads tab in the Design Studio. You can organize these into folders as well. Here you should only add team assets because everything that you upload here will be accessible for the entire team. Keep in mind that only owners and admins can manage team uploads. If there are any logos, or images that the team will use often in their designs, upload them here and let the team know about them.

  5. Use Feature management. This set of features is extremely useful for having more control over your brand and over how your team will use Flipsnack. Basically, Feature management allows you to restrict your team's access to some features and functionalities.

Whenever in doubt, ask for help. This is valid for you and for the team as well. You can find a lot of information here in the help center, and we recommend watching our Academy training courses to get a deeper understanding of the platform. But sometimes you need answers quickly, and you want to talk to a human. So get in touch with our support team via live chat for quick answers.