Resource Hub articles
Setting up regular boards

In this walk-through, you’ll learn how to create a Regular Board in the TeamSlide Web Portal. Before setting up a board, make sure to read through our resource article about Boards. What are Regular boards?  Regular boards use a search-focused interface best suited...

Setting up templates boards

In this walk-through, you’ll learn how to create a Templates Board in your content management system and the TeamSlide Web Portal. Before setting up a Board, make sure to read through our informational article about Boards.   What are Templates boards? Templates...

Setting up external images boards

In this walk-through, you’ll learn how to create an External Images Board in the TeamSlide Web Portal. Before setting up a board, make sure to read through our resource article about Boards. What are External Images boards? The External Images board can be used to...

Boards feature

What are boards? Boards allow organizations to separate their content into separate tabs or boards in the TeamSlide add-in. This provides distinct spaces to access content that may serve different purposes. Further, we can implement different interfaces that are...

Slide Library Analytics in TeamSlide

TeamSlide’s analytics capabilities provide valuable insights into your slide management process.  From measuring user adoption, examining common search terms, or determining your most used slides, our reporting feature...

How to Use Metadata in SharePoint

Using metadata in SharePoint is an effective way to keep your content organized and accessible by your team. In this article, we discuss what metadata is, why you should use it, and provide tangible examples and best practices. In addition, we’ll provide specific...

Get Started with Libraries

Creating a Library What are TeamSlide libraries? A library is a container for content (slides, images, videos) that primarily defines its access rights. Additionally, a library can be used in TeamSlide to filter search results and modify search relevancy. 1....

Create a Collection to Insert Slides Together

At times, you may want to group slides so that they will be inserted into your presentation together. Examples include legal slides or mini-stories that require a few slides to communicate like a company introduction or product screenshots. To address this use case,...

Manually Upload Content to TeamSlide

If connecting to a content management system is not an option, you may decide to manually upload content to TeamSlide. In this article, we'll describe how you can do this in the TeamSlide Web Portal. Login to the TeamSlide Web Portal.In the main menu, click Batch...

How to Change a Replication Folder Path

Once you've established a replication task, making specific folders searchable in TeamSlide, you may find that the folder path has changed. Let's walk through how to edit the folder path so that TeamSlide can reconnect to your content. Log into your TeamSlide Web...

Get Started with Users, User Groups, and Libraries

TeamSlide, a PowerPoint slide manager, enables you to control access to your slide library. In this walk-through, you’ll learn how to add users, establish user groups, and configure library permissions in the TeamSlide Web Portal. After logging in, you’ll notice the three tabs, ‘Users,’ ‘User Groups,’ and ‘Libraries’ grouped (see below). These are the tabs we will be working in. Note that you’ll need the appropriate global permissions to see these tabs.

TeamSlide slide management interface


Adding a User

1. Log in to the TeamSlide Web Portal. In the main menu, click the ‘User’ tab.

2. Observe two tabs at the top where you can either ‘Manage existing users’ or ‘Add new user.’ Select ‘Add new user.’

3. Fill out the following fields:

  • Display name – Name displayed to other users.
  • Email – The email address you want to be tied to this TeamSlide account.
  • Login name – A unique ID used for logging in. We recommend using the email address for this.
Add a new user to access the slide library

There are optional checkbox options below ‘Login name.’ Ensure the ‘Send welcome message’ box is checked to send the user an email, enabling them to set their password and download the PowerPoint add-in.

Optional user settings:

  • Must change password: Forces users to reset their password on the next login. This is only used when you configure a password for the user.

  • Password never expires: When enabled, TeamSlide will never prompt you to change your password.

  • Send welcome message: Sends an email to a new user with installation instructions and a link to set their password. This is automatically selected when you add a new user.  Unselect this option if you want to set a specific password for the user.

  • Technical account: An account that is typically not tied to a user and is often used for content replication.

  • Disable account: You can disable a user by enabling this setting.

  • Create library for new user: Creates a new library with read/write permissions only for this user.

  • Disable approval notifications: If checked, the user will not receive notifications about new content submissions or approval decisions.

  • Don’t update time zone: TeamSlide automatically updates your current time zone upon using the PowerPoint add-in. Check this box if you don’t want your time zone automatically updated.
  • Member of groups: Add a user to an available user group

4. Click ‘Save.’ View all users and edit current users under the ‘Manage existing users’ tab.

Creating a User Group

User groups help organize TeamSlide users, typically by role and the content they use. By organizing users into groups, you can quickly adjust permissions for many users at one time. As a best practice, we recommend that you create an Administrators group to start with.

  1. Under the Main Menu panel, click ‘User groups.’ Note two options at the top: ‘Manage existing groups’ and ‘Add new group.’
Set user groups for easy access control to your PowerPoint slides

2. Click ‘Add new group.’

3. Enter ‘Group name’ (e.g., Sales team, Marketing, Graphic designers, etc.)

Set your group name

4. You can also search for a particular user that you’d like to add to the group within the search bar. You can always add users to groups at a later time.

search for users in TeamSlide

5. Click ‘Save.’ You can view all existing groups under the ‘Manage existing groups’ tab.

Note: With single sign-on, you can automatically assign users to groups based on claims supplied by your authentication system (e.g., role, location)

Creating a Library

What are TeamSlide libraries?

A library is a container for content (slides, images, videos) that primarily defines its access rights. Additionally, a library can be used in TeamSlide to filter search results and modify search relevancy.

1. Click the ‘Libraries’ tab on the Main Menu panel.

2. There are two tabs at the top where you can either ‘Manage existing libraries’ or ‘Add new library.’ Select ‘Add new library.

add a new library for slides, images, and videos

3. Fill out the ‘Name.’ Other optional settings:

  • Display position: To order our libraries numerically, change the ‘Display position’ (e.g., 1,2,3) for each library. Pro Tip: keep a gap between numbers (e.g., 5, 10, 15) so that later you can easily add a new library between existing ones
  • Search relevance: To increase search relevance of a library, increase the value to be higher than zero. For example, you may want to do this for content that you know is “client-ready” and make libraries that are not “client-ready” less relevant.

  • Add read/write permissions for me: Here, you can give yourself permission for this library.

Adjusting Library Permissions

TeamSlide allows you to set permissions within libraries on a user or group level.

1. Click the ‘Libraries’ tab on the Main Menu panel.

2. You’ll notice two tabs at the top where you can either ‘Manage existing libraries’ or ‘Add new library.’ Select ‘Manage existing libraries

manage libraries in TeamSlide

3. Identify the library that you want to adjust and select ‘Edit permissions

edit PowerPoint library access permissions in TeamSlide

4. Within the permissions view of the specific library you selected, you’ll notice a few rows of users/groups. Each section of rows has permission options. Here, you can add or hide users.

edit library permissions and search for users/groups in TeamSlide

A search bar at the bottom allows you to look up users or groups to add to the list.

search for users in TeamSlide

5. After adding users and groups that you want to manage, adjust permissions for each.

Permissions options:

  • None: Users/groups cannot see the library
  • Read: User/group can only view and download the library contents but cannot make changes.
  • Add/edit own: Users/groups can only add slides and edit the content they own (Only for content that is uploaded through PowerPoint or through Batch Upload. This does not apply when connected to a CMS which is a read-only interface.)
  • Add/edit all: Edit anyone’s content (Only for content that is uploaded through PowerPoint or Batch Upload. This does not apply when connected to a CMS. This does not work when connected to a CMS which is a read-only interface.)
  • Admin: Read/write access for all content, allow changes in permissions, take ownership of content, and access deleted content from the history.
  • Edit custom: Custom options allow you to adjust permissions on a more granular level and mix and match options.

6. To customize permissions further, click ‘Edit Custom.’ In the pop-up window, adjust the settings, then click ‘Ok.’

custom slide library permissions in TeamSlide

7. If you have some users with ‘Read’ access, consider checking ‘Enable submitting updates for approval.’ This setting allows those users to submit new and updated content for approval in the library selected. Only for content that is uploaded through PowerPoint or Batch Upload. When connected to a CMS, users can suggest updates through an email that TeamSlide facilitates.)

8. Click ‘Save changes.’

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