Manage my environments

Organizing your projects and collaborators using environments with isEazy Author is very easy. You can manage your environments from the Work environments tab, in the Management area.

From this tab you can view the list of work environments you have, how many projects each one contains and how many collaborators have access. You can also add as many environments as you want and access the configuration of each one of them. 

You can also download the list of environments in .xlsx format with the “export to excel” button.

Create a new environment

To create a new environment press the “add new environment” button. You will access the configuration of your new environment: give it a name, assign it a color and press the “apply changes” button.

Configuration of an environment

You can configure the name and color of any of your environments when you need it. Click on the environment you want to customize to modify the values as you wish and then save that information by clicking on the “apply changes” button.

Authors with access

In this list you may decide which of your organization’s collaborators have access to each environment, you can add and remove access for your collaborators to an environment whenever you like, take into account that a collaborator must have access to at least one environment that may exist in your organization.

To give access to new users you must go to the Team Management menu, select the environment to which you want to give access to a new collaborator and share the link that is generated. This process is detailed in this article.

Delete environment

You can delete an environment from the last section of this environment view. In order to delete an environment it cannot contain any projects. If it did, you would have to move them to another environment from the project tab or delete them in order to consolidate the deletion. In addition, you will see a message telling you that the assigned collaborators will not lose access if you confirm the deletion. In short, if you delete an environment in which there is a collaborator, that collaborator still belongs to the account. If you want to delete the collaborator, you have to do it directly from the collaborators list. You can find more information in this article.

Manage new users

To be able to add or delete users, go to the Team management tab in the Management area.

For Business and Enterprise plan accounts only.

Continue reading  Account management

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