Tagify is built for your entire team to easily use. Your printshop, sales team, account managers, etc. Everybody can easily get going with Tagify.
To get a new user setup, they need to be invited to your Tagify company account.
Adding
First, visit your brand list by going to Users from the menu up top.
Click + New User and enter the email address of your new user. Just like making tags, you can type in one email or a bunch at once.
Tagify will send an email with a link so they can finish setting up their account. Tagify asks for their name and password.
Editing
First, visit your user list by going to Users from the menu up top.
There's quite a bit to tweak when it comes to an individual user. Let's start at the top.
Name
The name of your user. Visible on the web (top right).
The users email address. This is used for logging in for the web and mobile. Also used as the default mail-to for projects.
Labels
Use labels to describe or categorize your users. Available when searching the user list.
Last sign in
Last web sign in.
Active
This will turn an account on or off. Useful if you don't want to move a users projects, but also don't need them logging into Tagify anymore.
Password reset instructions
This will send an email to the user with instructions on how to reset their password. Note that his doesn't actually reset their password, it just gives them a link that allows them to do so.
View this users projects
View a list of projects owned/created by this user.
Delete this user
See Removing a user section below.
Brand filters
Limit the visible brands to this user by using the above labels. Labels are setup by editing individual brands.
Default style
The style & material this users projects will default to. This overrides the style set in Company Settings.
Copy on mobile
When this user makes a project from the iOS app, this email will be CC'd. This overrides the email set in Company Settings.
Default web email
When making projects on the web, users can email them directly to another user. This overrides the email set in Company Settings.
Removing
If the user doesn't have any projects:
You can click the "Delete this user." link to remove the user.
If the user has projects, you will not see the option to remove them.
That users projects must find a home. Click "View this users projects." and select all projects. Click "Move" up top and choose a user. Once the projects are moved, you can go back to edit that user and continue with removal.
Importing/Exporting
While looking at your user list, click the "Users" dropdown at the top left.
Exporting
After clicking Export to Excel, Tagify will send you an Excel sheet of all your confirmed users. This includes:
Email
Name
Route
Sign in info
Labels & brand labels
Default style
Copy on mobile, default web email
Active status
Admin
Importing
Using the sheet you received after exporting your users, you can make changes and re-import them right back into Tagify. Much like importing a project, there's a few rules to follow regarding the data coming back in. Here's a breakdown of important columns:
Email: This is the only required column and how Tagify knows which user you're trying to edit. If this is blank or invalid, the row will be skipped.
Name: The current name of the user. Changes here will update on import.
Route: The current route/route id for this user. Changes here will update on import.
Admin: If this user is an admin or not. Value can be "Yes", "No" or blank. Changes here will update on import.
Labels: Your user labels separated by commas. Changes here will update on import.
Brand labels: Your brand labels separated by commas. Changes here will update on import.
Default style: The default material and style for this user. Structure is "MATERIAL-Style". For best results, update a user within Tagify to your desired default and then see the correct format when exporting. Changes here will update on import.
Copy on mobile: The email that gets CC'd when a user makes a project via the app (iOS/Android). This needs to be a valid Tagify user's email address. Changes here will update on import.
Default web email: The default email that shows when a user wants to send a project from the web. This needs to be a valid Tagify user's email address. Changes here will update on import.
Tagify Plus: If your company is using Tagify Plus, this determines if it's available to this user. Value can be "Yes", "No" or blank. Changes here will update on import.
Active: Whether or not if this user can access this account. Value can be "Yes", "No" or blank. Changes here will update on import.
Frequently asked questions
Can I view another users projects?
First, visit your user list by going to Admin and then Users.
Find your user in the list. Under the # Projects column, there's link you can click that will take you to that users project list.
A user didn't receive an invite, how do I resend?
Tagify will put users who haven't confirmed their invite at the top of the user list. Click the "Cancel" link to remove their pending invite. You can then re-invite them.
Can I limit the brands available to a certain user?
Click the user you'd like to edit. In the Brand filters field, you can choose which labels you'd like to filter your brands against. Filters are setup on a per brand basis and are generally categorized by type.
For example, if a distributor sold both soft-drinks and alcohol, they could label some brands beer or wine, and others energy and soda. So if you've got a sales person that only sells beer, you could use the brand filters of "beer" and "wine" so that they only see those brands.
Once you've entered some labels and saved, this user will only see those filtered brands. This applies to the web and iOS/Android.
Can I limit what a user can do?
Click on the user you'd like to edit.
You can make any user an Admin. This will give the same access as any other admin. They'll be able to invite/modify users, brands, package and run metrics. If you'd like to fine tune the access a user has, you can check mark specific permissions. Current options include:
Metrics
Brands
Packages
How can I reset a users password?
Click on the user who needs a password reset. On the left you'll see a link Send password reset instructions.