This article helps you setting up your new Lytho environment step by step.
- Create account(s)
Each user that should get access to Lytho will receive an invitation email to create/activate their account. As a Portal Owner or Admin (with User Management rights) you are able to invite people. A Portal Owner will be invited by a Lytho Consultant
- Change look & feel of Lytho
Some parts of your Lytho environment can be customized with your company logo, backgrounds, and colors.
- Create roles
Each user you invite to the Lytho environment should get a user role. In addition to the two existing roles, you can define as many roles as you want.
- Create permissions
Permissions can be used to give certain users access to certain assets, brand guides, or templates. These permissions can be applied to a user or a user group
- Create user groups
You can sort your users to assign them to a certain user group. By doing so the user will inherit all permissions set for that group. This can be overruled on the user level. A user group can contain multiple users with different roles.
- Invite users
Now that all roles, permissions, and user groups are set up properly, you might want to invite the first heavy users which are going to help you upload/creating content within your Lytho environment.
You can also choose to already create all the users that eventually need access, without inviting them yet.
- Creating tags
Tags are part of the taxonomy of Lytho. Using tags and tag groups enables you to categorize all content (assets, templates, and publications) within Lytho.
A user can use these tags to search for or applying them from the filter panel.
- Tags as a category list
It’s also possible to convert tag groups into category lists for a more convenient way of searching/filtering.
- Custom meta-data fields
In addition to tags, you can also create custom meta-data fields to enrich your data with. Meta-data can be used to enrich your assets with more unique attributes like for instance an article number or SKU code.
- Creat brand guide(s)
Within the Brand Center module, you can outline your Brand guidelines. You can add as many Brand Guides as you want, for example, if you have multiple subbrands or if you want to describe your guidelines for offline and online purposes separately.
- Uploading assets
Assets can now be added to your Lytho environment and classified, by adding tags and permissions.
- Add templates
In case your Lytho environment features the Templates module you can add the first templates.
- Preparing templates
Please note, this module requires InDesign skills to prepare those templates.
- Configure templates in Lytho