Verify project dashboard guide
This guide helps administrators and users to get the most out of the Verify project manager.
Roles
The following roles are available in Verify. You can assign multiple roles to a user depending on their role within the project and the organization. This way you can fully set up/customize Verify users according to your own wishes.
In practice, we usually see 3 roles in the process:
1- The administrator: they take care of the setup and configuration, fields, permissions and portal settings.
2- The project manager: they create projects for new image monitoring assets, can assign users to their project, and export their project photos to the DAM.
Type of roles
Project uploading
Only sees projects for which it has been added as a stakeholder
Can upload images
Can delete uploaded images (which do not have permission/model linked to them)
Project editing
Only sees projects for which it has been added as a stakeholder
Can mark images with ‘verified’ status
Project management
Sees projects for which he has been added as a stakeholder and self-created projects
Can create your own project and can modify and delete projects
Project admin
Sees all projects in Verify
Can create and manage custom fields for projects
User management
Only sees projects for which he has been added as a stakeholder
Can change user roles, add (invite) and remove users
Can adjust tennant settings for own logo on the portal and logo, name, website url in email notifications
Project export
Sees only projects for which it has been added as a stakeholder
Can select images, export them to the DAM
Project download
Sees only projects for which it has been added as a stakeholder
Can select images and download them
Type of users
We distinguish 2 users within Verify. Local users: these are usually users from outside the organization. These users will receive an invitation email to create their own account. These invitations are managed by the Verify administrators within the organization with the user management role. In addition, there is the possibility to log in via Single Sign On for employees of your own organization. They can then log in with their Microsoft account.
Activate and manage your own account
Activate your Account
You have received an invitation email from Verify with a link to the Verify project manager. Here you can activate your own account (email address) by logging in with your temporary password. If you don’t see the email, please check the spam folder to be sure.
User profile
In Verify, you can edit your own account in the left-hand menu under profile. Here you can choose your language for the portal and change your password yourself.
Screenshot ‘User profile’
Forgot Password
If you have forgotten your password, you can click on the ‘trouble signing in’ button after entering your email address. Then click on ‘send’ to receive an email to change your password.
Screenshot ‘recover password’
Administrator’s Guide for Project Admins
User management
Go to the Verify project manager page and login. As a project admin, you can invite new (external users) and manage users here. If you work with SSO, you don’t need to create accounts for your own internal users. In user management, you can create new users and assign them the right role.
Screenshot ‘User management’
You can create a user via the ‘add user’ button. Fill in the name fields and the correct email address, then you can choose which language the portal should have for this user and finally you give the user the right role (in this example, project uploading because it is an external photographer). Once you’ve added users, they’ll receive an invitation email from Verify with a temporary password and a link to the portal. So that they can activate their account.
‘Screenshot ‘add user’
You can also change the roles for users in the user management by clicking on ‘edit’ and you can remove users from the system.
Create and manage your own custom fields
If desired, you can create and manage your own Verify project fields.
In addition to the standard Verify fields for projects , you can add your own fields to the project.
Adding custom fields
In the menu at the bottom left, click on the settings icon and then ‘custom fields’ this will take you to the page where you can add and manage the custom fields for projects.
Screenshot ‘Manage Custom fields’
Now you can click on the button ‘+ add field’ in project fields (this field is added and shown when filling in project details).
-Enter the name for the custom field
-Select the type of field
-Enter a description
-Specify if field is required to fill in
-Click ‘add’ to add field
Screenshot ‘Add custom fields’
Setting permissions for export to the DAM (image bank) export
Now that all stakeholders and custom fields have been created in Verify, you will need to make sure that the correct permissions are set within Verify for projects. When creating a project, project managers are then required to choose the desired permission(s).
When exporting the project, Verify will create these permission(s) in the DAM solution and assign them to the exported collections and selected assets.
By default, we recommend working with at least one permission: ‘Verify project manager’. Only Key users/admins who have this permission will see these projects as a collection and associated assets in the image bank and can make the images available in the image bank in a controlled manner. Make sure that you grant these permission(s) to all key users in your DAM solution as well.
For larger organizations with brands / faculties that only want to see their own projects, you can create multiple permissions for example: ‘Verify Customer Corporate’, ‘Verify Customer Department X’ etc.
Adding permissions
In the menu at the bottom left, click on the settings icon next click on ‘custom fields’ and this will take you to the page where you can add and manage the custom fields for projects and models.
Then, under ‘project fields’, click on ‘+ Add field’. Then the popup will appear here in which you perform the following steps:
-Enter field name ‘Permissions’
-Choose field type permissions
-Enter an explanation/description for the field that will be shown to the model
-Click on that field is required- Add the necessary permissions
-Click on add
Screenshot ‘Add permissions’
Tennant settings for Logo & organization name
As an administrator, at the bottom left click on the settings icon next click on ‘tennant settings’ in the menu .
Print screen ‘tenant settings’
In the tenant settings, as a customer, you can set your own logo, (organization) name, sub name, website URL and email signature. The logo is displayed in the portal. The organization name, subnamem logo, website URL and exmail signature will be used in the email notifications that Verify sends out. In this way, you can adjust the email notifications to your own organization needs. See the print screens below.
Print screens ‘tenant fields to customize login page, portal and email notifications’
Setting notification term for expiring projects
You can set a deadline here for how many days in advance project managers should receive a notification email before the expiration date of their project(s), so that they can take action on it.
Print screen ‘set project expiry notification period’
Manual for project managers (key users)
4.1 Create and manage projects project manager
Now that you’ve created all the stakeholders, custom fields, and export permissions, you can get started with creating your image monitoring projects.
Create a project
Click on the logo in the top left corner to be taken to the home page. Here you click on the button ‘+ add new project’.
Print screen ‘add new project’
Add project fields and settings
Now a popup will appear in which you will add the following fields:
Print screen ‘project fields 1’
– Add project name (you can search for projects on this name in Verify, in addition, this name will automatically be added as a tag for all imagea exported to the DAM as soon as you start exporting)
– Add project description (this description will automatically be added as a collection description in the image bank if you want to use this export flow)
– Add instructions here you can fill in the instructions / briefing to e.g. the uploader that appears on the project page
– Set photo shoot date
– Set the expiration date for the project images
– Add the stakeholders to the project who need to be able to work in this project, via the dropdown icon (outlined in red) you can assign existing Verify users. If the user is not yet available on Verify, you can directly invite/create him (outlined in blue) for Verify and the project. Users will receive an invite email with the project link.
Print screen ‘project fields 2’
-Automatically resize incompatible images
In the project settings (when adding a new project) you now have the toggle to turn ‘automatically resize incompatible images’. This will resize the incompatible to 6K fingerprinted assets automatically. In the past sometimes photographers needed to resize images manually before uploading which cost extra time. Now this can be done automatically.
-Asset description for images
If required you can add a description for all project images to be exported to the DAM, the description will be added in the DAM as asset description.
–Set project permission(s) you need to grant to the project, these permissions will ensure that the project collection in the image bank is only available to key users with these permission(s). See ‘3.3 Setting permissions for export to the image bank’
Edit project
On the project detail page, click on ‘edit’ and then ‘edit’.
Print screen ‘edit project’
Delete project
On the project detail page, click on ‘edit’ and then ‘delete’.
Print screen ‘delete project’
Export Verify photoshoot project
As soon as the uploader has added all images to be monitored within the project, you as a project manager/admin can export the project to the image database (DAM).
Export Verify project to the image library (DAM)
Select an asset by checking the box at the top left of the asset tile.
You can also select multiple assets by:
- Left click and drag over the assets you want to select or press ‘control a’
- If you wish, you can remove assets from your selection by unchecking them
Once you’ve selected assets, the action bar will appear to export them. Click on this ‘export to Lytho or Bynder’. Next, a spinner will appear in the action bar indicating that the export is running. An update will be shown as soon as the exported assets are availble in the DAM with a link to the collection in the DAM.
Print screen ‘Verify project export to DAM’
Getting Started as an Uploader
Find and open a project
In the Verify portal, the image monitoring projects for which you have been assigned will appear. If you are an external uploader you probably received an invite mail from Verify with the project link included.
Open a project
In the Verify portal, the photoshoot projects for which you have been assigned will appear. Click on the project tile ‘New image monitoring project’ in this example to open it.
Print screen ‘open a project’
Upload and fingerprinting assets
Images that you are going to upload must meet the following requirements:
JPEG or PNG
8000*8000 is max resolution
15 MB per photo is max
You will have to upload all necessary (post-processed) photos in the project. You can do this by clicking on the ‘upload media’ button in the project page. You then select the photos you want to upload from your device.
Print screen ‘Upload assets in project’
Fingerprinting uploaded assets
Now all images in the project will appear under the assets. All uploaded assets will appear with a web icon on the asset tile. This means all the assets are now automatically provided with Verify fingerprints and will be tracked online.
If an asset is not supported by Verify it will be removed after upload and the uploader will receive a notification in the upper right corner. If you click on the notification you will see the asset preview, filename and the reason why the asset could not be uploaded to Verify.
Once all photos in the project have been uploaded, the uploader’s work is ready for this project.
The project manager of the Verify environment will take up the project further.