Welcome! This checklist will walk you through setting up your PhotoCircle Workspace step by step. We recommend completing the steps in order, since some build on earlier ones.

Who is this for? This guide is for Workspace Owners and Admins. Most settings can only be changed by the Workspace Owner. By default, your Workspace Owner will be the person whose email address purchased your subscription. If you need to change this or add an additional owner, please email [email protected]

How long will this take? Most organizations complete this checklist in 15–30 minutes.

Where do I do all of this? All steps are completed in the PhotoCircle Admin Console. To get there from PhotoCircle for Web, click the PhotoCircle dropdown (upper left corner) and select Workspace Management.

💡 Tip: Bookmark the Admin Console link so you can get back to it quickly.

For All Premium Plans

1. Configure Your Roles & Permissions

PhotoCircle uses three roles to control what people can do in a particular Circle.

Role Who gets this role? What can they do?
Moderator* Workspace Admins and any paid team member who creates a Circle. Remove members, media, and comments; edit Circle titles and cover photos; Moderate content.
Contributor* Other paid team members who join a Circle. Upload photos and comments; view Circle content
Guest People outside your organization (customers, students, parents, volunteers, etc.) View and interact with Circles they're invited to, based on your permission settings

You can customize the permissions for each role to fit your organization's needs.

How to customize your permissions:

  1. Log into the Admin Console.
  2. Go to Settings — click the Settings icon in the top right corner.
  3. Adjust the permissions for each role as needed.
  4. Click Update to save your changes.

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📝 Note: Only the Workspace Owner can change roles and permissions. If you need help, contact [email protected].


2. Add Custom Branding