Let us take you along all functionalities of the Settings
Invite users, create groups, manage roles, import tags, manage translations, change the look&feel, and many, many more. The settings are there for you to configure Lytho in the best way that suits your needs. This article will give you an overview of what settings you can configure, and in which section to find them.
The settings page comes with a menu listing the main groups of settings. Each group of settings has a few tabs where the more specified settings can be found.
This is the page where all users are listed. But before having all your users listed, you have to invite them. To learn all about inviting users to Lytho read this article.
The easiest way to search for a user is to simply use the search bar. But sorting or filtering the table columns can be a very efficient way too. Sorting can be done by clicking on the table header. Applying a filter isn't possible for all table columns but only the ones with the so-called kebab-menu.
Inviting users can also be done by the import functionality where multiple users can be added at once. An easy trick to get to know what to fill in the import file is to first export the list of currently existing users. Both import and export buttons can be found at the top right of the table, just below the 'invite users' button.
To edit a single user's name, e-mail, role, group, or permissions you have to select the kebab-menu at the end of the table row where the user is listed. The modal that will appear will also show you a checkbox to enable/disable a user.
Editing multiple users is a bit different but it is done in a similar modal. The biggest difference is that you have to use the checkboxes in the first column of the table row and select the edit button on top of the table. Another difference is that you can only edit the role and the group for multiple users. Changing the permissions is also something that can only be adjusted at the single-user level.
Next to the edit button, we can find the button for (re)sending an invitation. Lytho offers the opportunity to create new users without sending an invitation directly. With this option, you can easily set up everything in Lytho before having to give the newly created users access right away. But when you're done with the setup, this button will send out invitations to all users that you have selected in the list. Keep in mind that you cannot send an invitation to users that already have accepted their invitation. If already provisioned users are selected in the list, the (re)send invitation button will be blocked.
The third button is the delete button. We always advise disabling a user instead of deleting one. However, the delete button can be of use when removing users that never accepted their invitation or when you are sure that all their content that is of corporate interest is secured in Lytho.
The second tab on the user settings page is the one where roles are managed. A clean installation will only have a few standard roles defined which might not completely suit your needs yet.
You can add as many roles as you need by using the 'Add' button in the top right corner. A modal will pop up in which you have to add a name and, check all the boxes of the rights you want to be applied to the role you're creating.
To edit or delete a listed role, use the kebab-menuat the far end of the table row.
User groups are used to assign multiple users the same permissions. This is done by applying permission tags to a group.
To create a group, use the + button at the top of the user groups column. In the modal the appears you are able to add the group name, choose the users that need to be in that group, choose which permissions have to be applied to that group and, (if needed) choose which of the other groups will be a sub-group of the one you're creating.
The final tab is the permissions tab. Here you can manage all the available permissions in Lytho. Add permissions by typing its name in the input field on the top of the list and finish off by clicking the + button. To edit or delete listed permission, use the kebab-menuat the far end of the table row. Editing or deleting permissions will be updated throughout the whole system. A deleted permission will automatically be deleted from assets, publications, or groups where it was assigned to.
Tags are used to help you and other Lytho users search for assets, templates, and publications. Tagging your assets and publications with valuable tags can be extremely important when it comes to searching in an environment with thousands of assets. But having a lot of assets means there are a lot of tags needed to create a proper structure.
Setting up a proper tag structure can be done on the Organize page. Adding new tags is done by typing a new tag name in the input field and finishing with the + icon. These newly added tags will be automatically added to the 'uncategorized tags' which is basically the default tag group. If you want to group your newly added tags into a custom group, just use the kebab-menu at the end of the table row of a tag and move it to another group. Another option is to create a tag group on the forehand, select that tag group in the list and add tags to that tag group. This will save you a lot of moving tags from one group to another.
Menus can be created to help users search for their assets more easily by filtering on one or multiple tags. A menu is made up of tag groups with their containing tags. All created menus will appear as buttons with drop-down panels on top of your Asset manager, templates, or publications. The drop-down panel will show columns for each tag group with its tags.
Another way to organize your assets is by adding Custom fields. These custom fields can be added to assets when you want to use a structured way to add a specific sort of data, like product number or EAN code.
Before this can be added to your assets you will need to add them in the Lytho settings. To do that, just type in the custom field name in the input field and click on the + button next to it and it will be listed in the table below.
Lytho can be configured to the language of your preference via the profile settings. All of the standard text and terms will be translated when switching languages. However, there are a lot of custom added names and titles like templates and tags, that won't be automatically translated.
To solve this problem we have invented the translations module.
In this overview, you will exactly see how many languages are available, how many translatable items are in Lytho, and how many translations are missing. On the generic info page, you can edit the available portal languages via the edit button and a simple checkbox.
Exporting translations to an Excel file can be done per language on each tile, or for all languages at the time with the export button at the top of the page.
Translating all existing tags can be done using the export and import functionality, but Lytho has a pretty interface for that itself too. The tag translations tab shows your tags and tag groups per language in a column. The only thing for you that's left to do is fill in all the empty fields with the correct translation.
The configuration of template translations is similar to the tag translations. If the input fields are empty, the translations are missing. The Lytho interface will make it easy for you to fill them in so template names, output names, descriptions, and field default text will be available in other languages too.
Do you prefer working in Excel? Use the export buttons on the top right corner to export the list to a .xlsx file. Fill in the missing translations, save your file and upload it again via the Import button.
Download presets are used to help users choose the correct image for the correct purpose. We explain more about download presets in this article.
To add the presets, just select the Add button at the top right corner. The modal that will appear will ask you to fill in a name, width (px), height (px) and, DPI (dots per inch). Keep in mind that these download presets will appear when a user wants to download an asset, so giving it a useful descriptive name is very important.
For example, a lot of users won't know that 1200 x 628 are the perfect dimensions for a LinkedIn post on a mobile device. So setting up a preset with the name 'LinkedIn post Mobile', and the dimensions of 1200 x 628 will help your users pick the perfect image.
With these files, your pdf files will be created to meet specific requirements. You can create these files with Adobe InDesign and add them on this settings page and finally assign them to your pdf outputs in Create & Publish.
Upload a job options file using the upload button on the top right corner of this page. Your File explorer or Finder will open and you can select the file from your local drive. If uploaded successfully it will appear next to the others in the list. All listed job options will be available when setting up a template in Lytho.
Ask your printing office for the correct job options you need to meet their press requirements so you will get the best result.
The Lytho settings feature a Theme design page where you can set the Lytho look & feel according to your corporate identity.
There are two images that can be changed to your corporate logo. Upload an image and check the preview to see if it matches your expectations.
This is a larger, square logo that will be displayed on the login screen only.
This is a smaller rectangle image that will be displayed throughout the whole system.
Set a primary brand color that will be used in Lytho to highlight selected assets, publications, and many more.
This is the large background image that will be displayed on the login page of Lytho. Choose a high-quality image as it's on the full width of the browser.
The homepage image is the background image on the Lytho homepage. This will be displayed right after logging in to Lytho. Just like the login screen image, the homepage image is a large image so make sure to use a high-quality image.