If you have a virtual assistant (VA) or someone else helping you with your books, they will need to access your account to upload new files, change prices, etc. One way to do that is to give them your password, but that’s far from ideal. Draft2Digital‘s account sharing feature allows you to give them limited access to your account.
Our clients use this feature to allow us to upload new books for them or to make other changes. It’s easier and more secure than sharing passwords, and the client can revoke our access easily at any time.
How to set up account sharing
Account sharing is switched off by default. To enable it, log in to your Draft2Digital account, then go to Account -> Advanced User Options. Tick the Enable Account Sharing tick box under Site Settings, then click the Save button at the bottom of the page.
Once it is enabled, you will find an Account Sharing option is available on your Account page. To share your account, go to Account -> Account Sharing. The person you wish to share your account with will need a Draft2Digital account.
On the account sharing page, enter the email address of the person you wish to share your account with. A message will show whether the email belongs to a Draft2Digital user. If it doesn’t, check with the other person that you are using the correct email.
Once you have the correct email entered, choose which permissions to grant. If you share access to your reports, they will be able to see how many books you have sold, where they have sold, etc. If you share book management, they will be able to change your existing books’ files, metadata, pricing, etc, and add new books. Currently, it is not possible to grant access to payment information, but that may become available in the future.
Only grant the permissions that the other person will need. For example, if they are updating your covers, they’ll need the book management permission, but there’s no need to give them access to your reports. You can change this at a later date if need be.
Finally, tick the box to acknowledge that you accept the responsibility for sharing your account, and click the Share My Account button. Draft2Digital will email them to let them know that you have given them access to your account.
When they log on to Draft2Digital, they will have a drop-down at the top right of the page that allows them to switch between their own books and yours.
Changing and removing access
Once your account has been shared, the people that have access will be listed on the Account Sharing page. This also shows what permissions you have granted. Simply click the relevant icon to grant or revoke a permission.
If the person you granted access to does not need it any more, click the Revoke Permissions icon to remove their access to your account entirely.
