Find out how you can restrict your team's access to certain features for more brand control
Working with a team in Flipsnack is great, but it can also be challenging sometimes. You may have guidelines on how your team should use Flipsnack, but it's hard to enforce them without the right tools. The bigger the team, the bigger the challenge.
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With Permission settings, it will be easy to personalize the access to each Flipsnack feature, depending on your team member's roles in your workspace.
Note: This set of customization options is available for Enterprise and Organization users.
More specifically, Permission settings allow you to disable access to some roles within your company for certain features and functionalities and only leave them accessible to others.
This will depend on the role they have in your workspace, such as Owner, Administrator, Editor, Agent, or Contributor, and to whom you want to give more access or restrict it. By using this feature, you’ll get more control over your brand and over how your team members will use Flipsnack.
Here is a video explaining Permission settings in detail:
How to access Permission settings
While on the Main dashboard, click on Settings and Permission settings.
Suppose you are an Enterprise / Organization user and don't see this option on the left-hand side. In that case, you might have to sign out and back in. (You also need to be the owner or an admin to access the Permission settings and have an active Enterprise or Organization subscription.)
Restrictions can be easily turned on and off with a simple click. The features are pretty clear if you're familiar with our platform, but if you need more info, keep on reading. We'll go over each option in more detail in this article.
As the admin, you can disable certain functionalities for your team members, but you can enable them again whenever you wish, either temporarily or permanently.
Important: When making changes in Permission settings, make sure you click on Save changes after you modify some of these restrictions. Otherwise, your latest settings updates will not be saved.
Now that we have covered the basics let's talk about each option.
Note: Keep in mind that you can allow some roles to access these features and functionalities and restrict others from using them.
Disable Create from scratch - This will hide the Create from scratch from the main dashboard. It will block your teammates from entering the Design Studio to create a design or customize a template. It's recommended if you want your team only to use the upload PDF functionality. The Design Studio will still be accessible after the PDF upload, so your team can use it to add interactive elements to the flipbook.
Disable Create from scratch button - This will disable the Create from scratch button from appearing in the Upload page, My flipbooks sidebar, and Design Studio (File -> New flipbook). If you disable this option, you will still be able to use our templates and open and edit them in our Design Studio.
Disable My templates - This will hide all the functionalities regarding custom templates. No one from your team will be able to access any custom templates that have been previously created. They will also be unable to create and save any new custom templates.
Important: Keep in mind that unsaved templates (created by left in draft form yet to be published) won’t be accessible to Agents and Contributors. Only Owners, Administrators, or Editors will have access to them.
Disable PDF uploads - Use this option if you want your team to use Flipsnack for the design part only. After login, the Upload PDF button will be removed from the users' Main dashboard. Furthermore, the upload PDF page will redirect the teammates to the dashboard if they attempt an upload from one of the Flipsnack public pages.
Disable Send emails - Use this option if you want to ensure that no one from your team sends emails directly through Flipsnack. Enabling this option will hide the entire Email section, including email customization options and the email code. This can be useful if your organization has strict brand rules related to email sending.
Disable top folders view - By disabling the folders listing that appears at the top of the workspace, you will save more space and have a clean dashboard. Teammates still have access to folders from the left sidebar under My flipbooks.
Disable publication Stats page - By disabling the publication stats page, no one from your team can access the Statistics page. This option applies to both Workspace statistics and individual flipbook statistics.
- Disable email branding and defaults - This one is recommended for teams that often send flipbooks via email. As an admin, you can ensure that the default settings will not be changed by teammates who might use a non-brand color or a different logo. To do so, first personalize the email settings, then click Save these settings as default. Additionally, send an email for the new settings to take effect. From that point on, all emails sent by teammates will have a consistent on-brand look, as they will only be able to send emails using the brand settings you have set.
Disable show publication on public profile - When sharing a publication from the Main dashboard, you can check or uncheck the Show publication on my profile checkbox. If checked, the publication will be displayed on your Flipsnack profile page.
When this option is enabled, the checkbox will be removed, preventing anyone from your team members from accidentally including the shared publication on the public profile page of your workspace.
Disable Automation settings - By enabling this option you will block access to the Automation settings page. However, you will still be able to use Automation in Design Studio only with the CSV feeds that are already loaded. You won’t be able to add new ones, though.
- Disable creating and editing bookshelves - Once activated, the teammates from your workspace with that specific role won't be able to create a new bookshelf or edit an existing one. However, they will still be able to view all the bookshelves from the workspace.
- Disable access to other teammates’ folders - When enabled, teammates will only be able to access their own folders. They won't be able to access other teammates' folders unless they already have content placed in those folders.
Disable Flipsnack templates - Enabling this option will restrict access to Flipsnack's predesigned templates, as it will remove the entire Flipsnack templates section from the Design Studio. Only your created templates will be available to use. This is another great option to ensure brand consistency.
Disable Add pages - This will prevent your teammates from adding new pages to flipbooks. We recommend temporarily enabling this option when creating new templates, as it will ensure that the design remains consistent with the intended layout.
Disable stock GIFs and stickers - Stock GIFs and stickers are usually not what brands want to use in their publications, so this option may be handy for most of our Enterprise clients. You and your team will still be able to use custom GIFs if you wish by uploading them in the uploads section in the Design Studio.
Disable stock images and stock videos - Just like GIFs and stickers, big brands usually avoid using stock media. Hide these options easily to make sure the team uses only uploaded images and custom videos instead of stock. This option hides the entire Photos tab from the Design Studio.
Disable Automation - Data automation is available for our Enterprise clients, but it's not used by everyone. If you don't want it to appear on the dashboard because it's not relevant to you, just go ahead and disable it.
Enable enforced lock on templates - By enabling this option, you can ensure that only specific teammates with a designated role are able to lock elements on the page when creating or modifying a template. This prevents other teammates from unlocking elements that have been blocked in the template design, making it a great solution to protect your brand rules. We recommend activating this option for teammates who are responsible for creating templates with enforced locked elements or making modifications to existing templates according to the specified requirements.
Allow elements to be unlocked - This option will allow users with this access to unlock elements blocked by other teammates with “Enable enforced lock”.
Disable Team uploads - This will disable the access in Design Studio to the Team uploads and the option to move a personal asset into the Team uploads. Your team will only be able to use their personal uploads.
Disable Text - Enabling this option will remove the Text tab from the Design Studio, preventing team members from adding new text boxes to a flipbook. However, they will still be able to edit any existing text in a flipbook, even with this option enabled.
Disable Tables - Enabling this option will remove the Tables tab will be removed from the Design Studio, preventing anyone from your team from adding tables to any flipbook. However, if the flipbooks already contain any tables, the table values can be edited, even when this option is enabled.
Disable Videos - Enabling this option will remove the Video tab from the Design Studio by enabling this option, preventing anyone from your team from adding an audio button, a video button, or a video widget to any flipbook. Even if someone from your team uploads a video in the Upload tab, they will not be able to insert it into the flipbook.
- Disable the option to customize the Shopping list PDF - This will restrict selected teammates from editing the PDF order list.
- Disable the option to customize email info for the Shopping list - This option will restrict selected teammates from editing or changing the email settings for the Shopping list.
Disable creating and editing templates - This option will restrict selected team members from creating and modifying templates in Design Studio. They will also be unable to save any new design as a template.
- Disable links - Enabling this option will remove the Link tab from the Design Studio, preventing team members from adding links to any flipbook. However, if the flipbook already contains links, the values can be edited, even when this option is enabled.
- Disable shapes - Enabling this option will remove the Shapes tab from the Design Studio, preventing team members from adding shapes to any flipbook. However, if the flipbook already contains shapes, they can be edited, even when this option is enabled.
- Disable interactions - Enabling this option will remove the Interact tab from the Design Studio, preventing team members from adding interactive elements to any flipbook. However, if the flipbook already contains interactive elements, they can be edited, even when this option is enabled.
- Disable charts - Enabling this option will remove the Charts tab from the Design Studio, preventing team members from adding charts to any flipbook. However, if the flipbook already contains charts, they can be edited, even when this option is enabled.
Disable non-brand colors - By default, everyone can use any color they wish in their designs, in their emails, and as background color in the flipbook player. If you want to limit colors to a few custom options, set your brand colors in Branding, then use this option.
Disable non-brand fonts - By default, your teammates will have access to a wide range of fonts in Flipsnback. However, if you wish to have more control over the fonts used in your flipbooks, you can disable non-brand fonts. Make sure you upload your custom brand fonts in your workspace so that your team can use the fonts that align with your brand identity.
Disable Branding settings - This option will block access to the Branding settings page and block the links to Brand settings from Design Studio. Options such as Upload your fonts, Add a new style, or Manage team colors won’t be available anymore.
Disable embed page - Use this option to restrict the roles you select from embedding flipbooks. It will hide all embed options for all flipbooks. Any flipbooks that you (or the team) have previously embedded will not be affected. For restricting the embeds to a certain domain, we recommend using the domain restriction.
Disable the download options - Hide all the download options from all flipbooks published within your workspace. It's a great way to ensure that all brand content stays in the cloud and that private content doesn't get re-distributed by teammates as PDFs, JPGs, or other formats.
Disable the option to change the default customization settings - As an admin, you may want to make sure that the customization settings you set as default will not be altered by a teammate who will change them (either intentionally or by mistake).
Before you disable this option, we recommend that you first set the default customization options as you wish and click Save these settings as default.
Disable player customization - Enabling this option will restrict the roles you select from accessing and editing the Customize page. Unlike the previous option, this will completely remove the Customize button from the Design Studio and from the My flipbooks page.
If you have any questions regarding this feature, or if you need any help setting your workspace Permission settings, please contact our support team via the live chat below, or contact your designated account manager immediately.
We look forward to getting your feedback, so be sure to let us know what you think about Permission settings.