Team management in Picnie allows multiple users to collaborate under one workspace. Admins can assign roles, limit credit usage, control access to templates, and share workflows with team members. This ensures collaborative creation without losing control over branding, resources, or automation costs.
Who Can Use Team Management
Team features are available for users on supported plans with multi-user functionality. It is best suited for:
Agencies serving multiple clients
E-commerce teams managing product catalogs
Marketing teams producing campaign visuals
SaaS companies generating certificates or reports
Operations teams automating documentation
Types of Roles and Permissions
Picnie offers permission-based roles that determine what each user can access and how they use credits.
Role | Access to Credits | Can Edit Templates | Can Export Visuals | Can Manage Users |
|---|---|---|---|---|
Owner/Admin | Full control | Yes | Yes | Yes |
Editor | Shared credits | Yes | Yes | No |
Viewer/Restricted | Limited or no credits | No | Limited or no export | No |
Admins can update permissions anytime without disrupting ongoing tasks.
How to Add Team Members
Step 1. Open Team or Workspace Settings
Navigate to the Settings or Team Manager section in your dashboard.
Step 2. Invite a New Member
Enter the email address of the user you want to invite. Select their role before sending the invitation.
Step 3. Assign Access and Limits
Choose permissions and (optional) credit restrictions. Users receive an invitation to join and gain access based on assigned roles.
Step 4. Review and Modify Access
At any time, you can remove users, change permissions, or disable credit access for specific members.
Best Practices for Permissions
Recommendation | Benefit |
|---|---|
Restrict template editing for external or junior users | Protects brand consistency |
Allow credit usage only when necessary | Controls workspace usage |
Assign project-specific access when working with clients | Ensures privacy and separation |
Use Viewer roles for approvals or monitoring | Reduces accidental edits |
Common Issues and Solutions
Issue | Cause | Solution |
|---|---|---|
Team member cannot export visuals | No credit or restricted role | Update permissions or credit access |
Template edited incorrectly | Too many users with edit rights | Limit editing to admins or senior editors |
Shared templates accessible to unintended users | Wrong sharing settings | Restrict or revoke link access |
Frequently Asked Questions
Can team members share credits
Yes. Credits are shared across the workspace unless restricted by the admin.
Can I limit which templates a user can access
Yes. Permissions can limit template editing or usage.
Does removing a user affect created visuals
No. Previously generated visuals remain unchanged even if the user is removed.
Summary
Team management in Picnie enables collaborative visual creation with control over credits, templates, and automation. By assigning clear permissions and restricting access where needed, teams can produce visuals efficiently without sacrificing branding or security.