Managing Teams

Creating Users

To assign tasks to people, you first need to create an account for them in Kitsu.

Definition

As with other aspects in Kitsu, there are two libraries for users:

• The People Page (Global Library) is used to determine users' permissions, contracts, and departments they belong to.
• The Team Page (Production Library) is used to define who is working on a project and provide access to the production.

Go to the Main Menu , and under the STUDIO section, choose People page.

Then, click on the button.

You will then be prompted to enter the following information: (please note from of the fields are required in order to create the user)

• 1. First Name (MANDATORY)
• 2. Last Name
• 3. Email (MANDATORY)
• 4. Phone Number

Important!

An email address is mandatory and must be unique in order to create an account.

• 5. You can specify one or multiple Departments to link a user to.

Being assigned to a Departments will also affect what shows up on the My Checks page, displaying only tasks related to your department.

Finally, the timesheet page will be filtered to only tasks within your department as well.

Some more details about Departements

Once a user is linked to a department, various options will become available to them. For example, they will have direct access to their department's view on the global homepage.

The department supervisor will be able to comment on all tasks within their department and assign tasks only to people from the same department(s).

• 6. Role: This is where you will define the permission role of the user (this will be explained below).
• 7. Active

This section lets you choose whether to activate users immediately. If the user needs immediate access to Kitsu, set this to yes. However, there might be instances where you want to create a user but are not ready to give them access to Kitsu (for example, if you want to schedule tasks for an artist who is due to start work in two weeks). In this case, you can create and schedule the user, then simply enable them once they start.

Important!

Each user requires an individual account to log in to Kitsu.

Adding Users to the Team

Once you have created your production, you need to add users to the production's team to allow them access. Being part of a team also allows tasks to be assigned to you.

TIP

You don't need to add the Studio Manager role to a team to give them read permission (since this role will have access to it anyways). However, if you want to assign them tasks, they will need to be added to the team.

To add users to a team:

1. On a production, use the navigation dropdown menu at the top of the page and select the TEAM page.

   

2. On the Team page, you can see all the assignees for a specific project. Switch to the top of the page if you want to check another project team.

   

Removing Users From A Team

TODO

Delete Users

TODO