Administration Panel

As an Organization Admin you can add Users, change User roles, allow other domains to have access to your Projects, and create shared assets via the Administration Panel.

User roles

Guest: Guests can have projects shared with them, but are not able to create new projects, edit projects, or view all of the projects in your Organization. The "Guest" profile is most useful for Organizations that have a partner company (e.g., customer or contractor) that needs to be able to see - but not create - projects shared with them.

Member: Members are users in an organization who can login to Hex but cannot create or edit projects. They can only access projects as Viewers or App Viewers.

Author: Authors are able to create and edit projects. These are the standard Users in Hex.

Admin: Admins have all the powers of Authors, but also have access to your Organization's Administration panel.

Allowed Domains & User settings

You can allow anyone with an email address belong to a certain domain (e.g. to log into your Organization with the default role. By default, any user with an allowed domain will be able to log in, so there's no need to manually create a user account for each person in your Organization.

In most cases, you will want to set up the default role as "Member". Any Users who should not have the default role (e.g., Admins) need their roles set explicitly in the Users field.

Shared Assets

Admins can create shared Data Connections that can be used by all Members in their Org. The process to create connections is the same as in Configuring Data Connection.

Warning: If you delete a shared connection it will be deleted from all projects that use it. Deletion cannot be undone.

Project Labels

Hex includes two types of project labels that can be used to organize and manage projects: Status and Category. By default, Hex includes 2 Categories and 5 Statuses, but admins are free to edit the defaults and add their own. Any edits to a label will automatically be reflected on all projects tagged with that label.

Once assigned to projects, these labels can be used to filter the Projects page.

Deleting a label will remove it from all projects it is currently assigned to, and label deletion cannot be undone. You can re-create a new label with the same name, but it will have to be manually re-assigned to projects.

Default Statuses:

  • External

  • Internal

Default Categories:

  • Approved

  • Archive

  • Exploratory

  • In Progress

  • Production