Pickit Guidelines for Admins

This guide looks at the experience for both Business and Enterprise Plan adminsIf you'd like to learn more about our different plans and pricing, please visit pickit.com/pricing.

 

Hello Pickit admin, we're glad to have you here! Pickit is the world’s simplest digital asset management system, built for the modern workplace. We're convinced it’s the easiest way to organize, optimize and share your company images, documents templates and brand assets in Microsoft 365 and on the web. 

 

Pickit is very user-friendly and easy to navigate, but we put this guide together to support your worry-free implementation. This guide takes a closer look at how to upload and organize your brand guide using the Guidelines feature. For additional information about admin capabilities and features please reference our Pickit for Admins Overview Guide

 

Let's get started!

 

Reference

Pickit uses some terminology that might be new to you, so we put together a reference of terms and definitions that will appear throughout this guide. 

Add-inCan also be referred to as an app or plug-in for Office. When using Pickit in PowerPoint, Word, and Teams you will be using the add-in interface.

AdminA Pickit admin can upload images, invite users, style the image bank and assign user permissions on the web. We do not limit the amount of admins per image bank.

Collections – All images live in a folder or album type environment that we call collections. Typically images in a collection share a common theme or concept

Collection GroupThis is an organization system where you can easily group together multiple collections that share a common theme or concept.

Company Images – A private and secure Azure-based image bank where admins can upload and share internal images. There is no restriction on storage.

CurationThe process of styling and organizing your image bank for a strong visual impact.

Featured Collections – Collections can be promoted into a more visible location of the image bank. Featured collections appear near the top of the add-in with square-shaped thumbnails. If there is a Hero collection, the Featured collections will appear below the Hero in the add-in. 

Hero Collections – Collections can be promoted into a more visible location of the image bank. Hero collections appear at the top of the add-in with a rectangular-shaped thumbnail.

GuidelinesA feature that allows admins to distribute a short version of a brand guide for easy end-user access. 

Owner  When Pickit creates an image bank we need to assign an Owner, which is just the original Admin for the image bank. You have the exact same rights as any other admin.

Pickit Curator You have the option to activate a Pickit Curator. When activated, this allows a Pickit employee to log in to your asset bank for curation assistance and support.

Public Images – A database of over 1 million royalty-free images that are licensed to use for anything without restrictions. Each image has been handpicked by a team of image professionals at Pickit. Admins can allow users to see Public Images or disable access.

Logging In

Administrators must log in to the online version of Pickit to manage Guidelines. You can log in using your email/password credentials or single sign-on at app.pickit.com

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Once signed in, you will see the Public facing view of the DAM that end-users will also have access to. From here, only administrators can see the option in the top left corner to select the Content Administration view. 

Now you'll be on the home page for Content Administration and see a list of the core features including Images, Documents, Guidelines, and Insights.  Select Guidelines

First Look 

Guidelines is a feature that allows admins to distribute a short version of a brand guide inside Pickit for easy end-user access. After selecting Guidelines from the Content Administration interface, you'll see two view options at the top of the screen: Company Guidelines and Samples

Company Guidelines displays the guidelines structure where you can upload your own brand guide images. The three categories in this structure are Menu, Section and Page

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Samples displays how a demo company called Contoso uses Guidelines to communicate with their employees how to work with their brand fonts, colors, logos, templates, etc. You can explore this sample to gather ideas and inspiration for how to work with your own brand guide. 

guideline_sample

Using Guidelines 

On the left side of the screen, you'll see Add section and Add page. You must first create a section by clicking the Add section button. A new window will pop up where you'll be prompted to add a title and upload a section image. You'll also have the option to add a link to this section. Now that you have a section, the Menu will automatically populate this information. Next, you can either create an additional section following the same process or add a page within the section.

To add a page, click the Add page button. A new window will pop up where you'll be prompted to select what section this page belongs to, add a title and upload a page image. You'll also have the option to add a link to this section.

If you'd like to rearrange your sections and pages, click the Rearrange button. This will allow you to drag and drop both sections and pages into a different arrangement. The menu will automatically update based on any changes you make. 

On the right side of the screen, you'll see Publish, Settings and Preview. Settings allows you to select and change colors for Links, Menu background, Menu text and Navigation, so you can align the colors of Guidelines with your branding. 

If you want to see how Guidelines will look for end-users on the web and in the add-in click on Preview. This will launch a new window you can navigate by clicking the arrows on the screen or by using arrows on your keyboard. 

When you are ready to publish Guidelines, click on the Publish toggle so it appears pink. Now all the users in your Pickit community can view Guidelines. 

End-User Experience

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Users will be able to access Guidelines both on the web at app.pickit.com and in the add-in. In either location, they can navigate to the More icon and select Guidelines. This will launch a new window they can navigate by clicking the arrows on the screen or by using arrows on their keyboard.