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All about managing doc Makers

Maker billing: the key to your success

At Coda, we strive for the most fair, lowest friction billing model. Unlike other tools where you have to pay for every user, with Coda’s Maker billing, you only pay for the users who are doing the heavy lifting. Editors are free. Workspace admins have the power to assign Doc Maker licenses. Read on for guidance on making that decision.

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A quick note on role definitions:

Doc Makers have the ability to create & manage docs, pages, and folders in the workspace, and use Coda AI.

Editors can collaborate in existing docs and pages, including: adding, editing, and deleting tables and views. Writing formulas. Adding and configuring integrations (packs) and automations.

To learn more about the different roles and their abilities,

check out this comprehensive article⁠

When allocating Doc Maker licenses consider these elements

Assigning Licenses For The First Time

Identify Power Users

Power users are those who actively create and maintain important documents, databases, or workflows within your organization. They have a good understanding of Coda's features and are eager to contribute to the growth of Coda across the company. These will be your champions. Typically every team using Coda has a handful of power users.

Consider Departmental Needs

Assess the needs of different departments or teams within your organization. Some teams may require more Doc Maker licenses due to their heavy reliance on cross-functional collaboration, project management, or data analysis. Engage with department heads or team leads to understand their requirements and ensure that allocations are aligned with their specific needs.

Reduce Bottlenecks

Consider reserving a few licenses for individuals who demonstrate high collaboration and ownership within teams. While these individuals may not be power users, providing them a doc maker license will help them reduce the bottlenecks that may arise from a single Doc Maker model where the entire team relies on one individual to create docs, name docs, and add pages within docs.

Maintaining Licenses Over Time

Training and Support

Before you or any of team members start building or executing in Coda, we strongly encourage you to take our course(s) in Coda fundamentals. We offer a mix of interactive webinars and guided trainings that you can take at your own pace.

Promote Collaboration

Success is contagious, and fostering a culture of collaboration and knowledge sharing among your Doc Makers (and Editors!) can have a significant impact in achieving success with Coda. When Doc Makers have the opportunity to learn from each other, they are more likely to excel in their Coda skillset. For example, one Doc Maker might share how they improved their doc's structure, resulting in better organization and easier navigation. This can inspire others to implement similar improvements in their own docs.

Flexibility

Coda licensing has flexibility built-in. This means that you can always course correct should you find that a different set of users need to be Doc Makers. As an org admin, you can upgrade or downgrade any user at any time. Additionally, depending on your workspace settings, Editors will have the ability to submit Doc Maker upgrade requests.

Learn more here

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FAQs

How do I select my Doc Makers?

While you can always

select your doc makers manually⁠

within the workspace, a better approach for Enterprise customers is to

utilize SCIM⁠

. SCIM (System for Cross-domain Identity Management) is a set of protocols that allow a third-party Identity Provider to manage users inside Coda for your organization. You can use any Identity Provider to automatically provision and de-provision users in Coda, based on their roles and application assignments within your Identity Provider.

Can people request to be a doc maker?

Yes!

When setting up Coda, it’s important to select which doc maker approval process you would like to enact in your workspace. You have three options:

Instant Approval

7-day grace period (recommended)

Manual

Learn more about these options and how to select an option

here⁠

How do I approve requested doc makers?

When setting up Coda, it’s important to select which doc maker approval process you would like to enact in your workspace. You have three options:

Instant Approval

7-day grade period (recommended)

Manual

Learn more about these options and how to select an option

here⁠

How can I customize the doc maker request message my team sees?

Reach out to your Customer Success Manager and they will be able to walk you through your message customization options.

How do I know if someone has requested to be a doc maker?

As an admin, there are a few ways to track doc maker requests:

From your workspace home, click on your workspace name in the left panel. Under the workspace name, click into Workspace settings. Enter the Members tab. Here you'll see any members with pending Doc Maker requests at the top of the list, with Approve and Decline buttons to the right of their name.

So long as you are subscribed, you will receive a daily email report that summarizes activity for each day, including doc maker requests.

You can leverage the

Coda Admin Pack⁠

within a Coda Doc to pull all of the doc maker request events. Bonus: set up a Slack or Microsoft Teams automation to alert you each time a doc maker request happens.

Maker billing: the key to your success

When allocating Doc Maker licenses consider these elements

FAQs

How do I select my Doc Makers?

Can people request to be a doc maker?

How do I approve requested doc makers?

How can I customize the doc maker request message my team sees?

How do I know if someone has requested to be a doc maker?

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