How to set up your Design Add-On as an Admin?

Before getting started

We need you to complete the QAT (Quality Alignment Test) before moving forward. This way we can be sure SlideHub has your PowerPoint design guidelines and preferences documented.
If you wish to know how to carry on this process, you can find each step in this article.

Control your company’s costs

When your company starts to use the Design Add-On it is natural to want to control costs. There are multiple ways to configure this. You can read more about this here.

How do I onboard others?

Read this article to see how to add new users to your account: How to invite more users to your company?

You can upload groups of users or individuals if you go to the Users Setting. Once your users are added, you can control if they receive our automatic emails to help them properly or not. You can do that by going to the Manage view > Account Setting > Notifications > Automated onboarding emails section. SlideHub always recommends leaving the onboarding emails switched on as your users will get all the tips and tricks on how to get the most out of the Service.

You can see a step-by-step guide here how to add more users to your account.

How do I manage users’ permissions?

You can restrict or enable access to the Design Add-On directly from the Users section in your profile. Click on the user name to edit each user's permissions to make them a Manager / Gatekeeper / Accountant or restrict their permission so they wouldn't be able to access the design service.

If you would like to learn more about how to manage user permissions, click here.

How can I know how you’ll handle my company’s information?

SlideHub follows strict regulations and have multiple security measure in place to ensure your company’s information is safe.

Moreover, when you use the design service you can handle how often we should delete your company’s slides from our servers after they have been completed. Go to
manage view > Service Settings > Security > 'Automatic file deletion' section.

Adjust Service Settings

In the Service Settings you can adjust all the PowerPoint Design Service preferences.

Security

Automatic file deletion - how often we should delete your company’s slides from our servers after they have been completed
Spend transparency - determine how much spend information normal non-managers should have access to
Guideline changes - determine the extent to which non-managers should be able to change to company guidelines

Project IDs

Set up your project IDs to better identify individual design tasks - Project ID allows your organization to allocate costs to projects, clients, departments, etc. depending on your needs
Determine whether project IDs should be required for sending a task



You can read more about this here.

Other

Set the default approach for when your team asks for multiple "options" for their slides

How do I manage Credits?

Go to Send Task > Credits & Usages. Here you have the option to:

Add credits - read more: How can I add more credits for my tasks?
Enable auto-refill - read more: How to never run out of credits? (Design service add-on)
Overview available credits and a detailed credit usage

Adjust Company Account Settings

In the Account Setting, you can find different sections to manage your organization.

Billing

Your company’s information
Cost per credit
Payment settings and methods
Invoicing details

Invoices

Access all your invoices

Security

Determine a required login method
Set up an SSO for your company
Connect to your active directory to sync relevant user information
Determine SlideHub's access to your library
Disable user email changes (it can affect directory sync)

Notifications

Enable or disable the automated onboarding emails for your team
Select the default notification preferences for users

User Access

Required method to join your organization
Ability to invite others
Limit the user overview to the managers
Set the default role for new users joining or being invited to your company
In case you decide to change the email address for the majority of your users, we have an option for you to mass update to the new ones



If you would like to know how to add more credits in detail, we suggest you read this article.

If you require further assistance, don’t hesitate to reach out to our Customer Support Team, we will be happy to help.

Updated on: 12/06/2024