First Steps for Administrators

You should have recieved an email with your domain (web address) and login information. Your web address will look something like:

http://DOMAIN.shotrunner.com/

The first thing you want to do after logging in is click the 'Administration' link in the upper right corner and have a look at the various administrative tasks available. Note that some of the tasks (such as managing projects and users) are also available from other places in the application.

Here are your next steps:

Manage Account

If you ever need to change your plan level, update your billing information, or change basic account settings (like your company name) this is the place to do it. The "Account" tab from the Dashboard page is exactly the same link.

Manage Projects

You won't be able to do much without a creating a project, so do that now. Note this is exactly the same as clicking on the Projects tab from the main Dashboard.

After you have created at least one project, you'll notice that when you click on the project name, the top of the page changes modes. Instead of seeing your company name in large text, you will see the project name. The tabs will change to show project objects like Sequences, Shots, Assets, Tasks, etc. Your company name will be at the very top, next to a link that says 'Dashboard'. You click the 'Dashboard' link to exit the project and go back to the starting point, which is your personal dashboard.

Note: If you are running a multi-vendor project, instead of projects, you will be setting up vendors. Projects and Vendors work exactly the same -- its just a nomenclature change. Everywhere you see "Project" in the help documents, substitute "Vendor".

Set Up Teams

After you have created a project, you might want to create some teams. Teams are how you organize your users. You don't have to set up teams (we have setup a 'Default' team for you), but its a good idea. You can come back to this later if you want. To set up teams: starting at the dashboard, click on your project name and then the Teams tab.

Add Users

Since you can have multiple projects in your ShotRunner account, users are first added to ShotRunner, and then are assigned to one or more projects. There are two ways to add users to the system: add them yourself, or let people register themselves.

You add users yourself from the 'Manage Users' link off the Administration Menu, or the 'All Users' tab off the Dashboard. Users added this way are automatically activated in the system.

If you have a lot of users to add, you can let people register themselves. This has the added benefit of letting users choose their own initial passwords. When they register themselves, their initial status is "Pending". You will get an email as new users register. You can activate them by clicking on the link in the email, or by following the 'Manage Users' link off the Administration Menu, or the 'All Users' tab off the Dashboard. Then click on the 'Change Status' link.

Have users register at this URL:

  http://your_domain.shotrunner.com/request_access

(Substitute your domain name for your_domain.)

Manage Project Members

When you create a new project, initially only the account owner is added to the project as a member. In order to grant other users access to the project, you must manage the project memberships.

You must first click into a project, then click on either the "Members" tab and then "Manage Project Members", or click the "Manage Members" link near the bottom of the Administration Menu. (Note that you will only see the tab and link if you have clicked into a project.)

You will see a checkbox next to each users name. Check the box to include the user, uncheck it to exclude the user from access. You will also see a pulldown list containing all of the project teams -- choose a team for this user. The last pulldown list is a security role (a feature we are still building) that you can leave set to "Member".

Manage Status Codes

Lastly, you should familiarize yourself with the status codes. Choose "Manage Status Codes" from the Administration Menu. Pay particular attention to the shot.status codes. You may want to customize these to better fit your workflow, but I highly suggest you let us help you do that. Just create a support ticket letting us know what you want to do and we'll get right on it.