Giving your team access to your PriceLabs account

Giving your team access to your PriceLabs account

If your PriceLabs account is accessed by multiple team members in your organization, setting up users with different access levels might be a great way to ensure that your team only has access to the things they need, and actions taken by your team members are logged, so it's easier for everyone to know who made the changes!

Here is how Team Access helps:
  1. Simplified Delegation: Granting view/edit permissions to a group ensures team members can independently manage all listings within that group, promoting efficiency and ownership.
  2. Transparent Oversight: Our detailed account logs let you quickly identify who made what changes and when, thus ensuring transparency and accountability!
Please note the following before proceeding:
  1. Team access can be given only to accounts with company domain emails and not public domains like @gmail.com, @yahoo.com, etc.
  2. This is a request only feature. Write to us on support@pricelabs.co and we shall grant you the access for the same!

For Account Admins: How to add a user to your account

  1. Head over to Account > Settings > Team Settings and click "Add Member". Note that this is only available to the account admin (members added by the admin can't add new users).


  2. Enter the team member's name and email. The team member would need to share your company's email domain. Then click "Invite Team Member". Your team member will get an email invite - please also share the "Access Code" shown on this page with them.



  3. By default, your team members will have no access to anything in your account. Click "Edit" and choose the access level for listings, group customizations, account customizations, min stay profiles and different pages mentioned below:


  4. For Listings, Group Customizations, Account Customizations, Min Stay profiles, and Pricing Profiles permissions: you can choose an option from the dropdown (the screenshot below shows listing level selection options, and similar options exist for group customizations and account customizations access):

    1. View access to all [listings/groups/min stay profile]: this is useful if you want the team member to be able to see everything, but not make any changes
    2. View and edit access to all [listings/groups/accounts/min stay profile]: this is useful if your team member is allowed to make changes to all listings or group/account level customizations in the account
    3. Note that a team member who has imported a listing to the account, automatically gets edit access to that listing (though you can restrict your team members from being able to import listings)
    4. Individually grant access to [listings/groups/accounts/min stay profile]: this is useful to grant very specific access. 

    5. Grant access based on groups (only available to listings): this lets you grant view or edit access to specific groups, and then the team member receives (view/edit) access to the listings that are assigned to the selected group.
      1. If a group is renamed, then the user who earlier had any access to it will continue to have the same access, only the name of the group will change.
      2. If a team member has been given access to all listings under a group then, if in the future any new listings is added/removed from that group, the user's permissions to those listings will automatically change.
      3. The change is only for groups linked to listings and not for sub-groups
  5. For the other settings, the access levels can be granted to:
    1. Import Listings: Allows a team member to import listings and automatically have access to edit added listings
    2. Log access: Allows access the logs
    3. Team Settings: Allows a member to have access to the Team Settings from their own account, enabling them the ability to manage permissions for other team members. This access can only be assigned to up to 2 other members.
    4. Portfolio Analytics: Allows to view revenue analytics about the listings a team member is provided access to.
    5. Market Dashboards: Allows to view existing market dashboards and create new ones
    6. Revenue Estimator: Allows to view existing Revenue estimates and create new ones.
    7. Billing: Provides access to the Billing Page of the account
    8. Mapping: Team member who has access to specific listings/all listings can now map them when given access for mapping. If a team member tries to map a listing for which they do not have the edit permission, then they'll not be able to map that particular listing and they'll receive an error message 'Edit permission is required for <insert listing names separated by comma> for mapping.' Also, user will be able to view only those listings in the mapping screen for which they have the view or edit access.
  6. If needed, you can easily clone permissions from one team member to another by clicking the "clone" link next to the member whose permissions you want to duplicate (you'll be prompted to select the team member who needs these permissions next)
  7. If you need to remove a team member from having any access, you can click on the "Delete" link against that team member's name. Previous actions performed by this team member will still appear in your account logs for record keeping purposes.

For Team Members: How to gain access to your company's PriceLabs account

Once your account admin has added you as a team member on their PriceLabs account, you will get an email inviting you to create a new PriceLabs account.

It is important to follow the link provided in the email instead of going to our website directly.
  1. When you click "Create Account" in the email invite you'd receive, you'll be prompted to enter your email ID and the "Access Code" (which your account admin should have provided to you).

  2. Once you create an account, you'll be sent instructions to reset the password. Please click the link in the email to set up a new password.
  3. You should now be able to see the things your admin has granted you access to!

Video Tutorial



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