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Regions (Org Units): How to Create, Manage, and Control Visibility

Explains the function of Regions in PXM. Learning how to create regions and how to add folders, assets and users to them.

Caden Lindquist avatar
Written by Caden Lindquist
Updated yesterday

Overview

  • Regions (Org Units) are visibility and access boundaries in PXM that let you segment products, folders, and assets by team, brand, market, or geography.

    This article covers:

    • How to access the Admin Settings page and open Org Units/Regions

    • Creating and renaming Regions

    • Setting a Primary region

    • Adding users to regions

    • Switching between regions as a user

    • Assigning regions to folders and assets (visibility)

    • What users will see and quick troubleshooting tips

Create or Edit a Region

  1. Super Admins have the ability to create and edit Regions.

  2. Open the left side bar on the home page.

  3. Click on your name in the bottom left hand corner.

  4. Select "Users" to access the Admin Settings page.

  5. Once in the Admin Settings page navigate to the left side bar and click "Org Units."

  6. Click Create New Org Unit (bottom-right).

  7. Enter a name.

  8. (Optional) Set as Primary if you want this to be the fallback region for unassigned items.

  9. Save.

To rename or edit an existing region:

  • Open Org Units, select the region, click Edit, make your changes, and save.

Set the Primary Region

  • Only one region can be Primary at a time.

  • The Primary region is where new products or assets go if no region is explicitly selected during creation/upload.

  • You can change which region is Primary at any time via the region’s edit screen.

Add Users to Regions

  1. Go to Admin > Users and Create User (or edit an existing user).

  2. Enter the user’s details.

  3. In the Org Units drop-down, select the regions the user should access. You can select all, or choose specific regions.

  4. Save. New users will receive their login email.

  5. Current users will need to log out and log back in for their permissions to be updated.

Switch Between Regions (User View)

  • In the left-hand sidebar, click your name, then click Region.

  • The user will be able to see all of the regions that they have been assigned to.

  • Toggle between individual regions or select to view multiple where available. This filters folders, products, and assets to only what belongs to the chosen region(s).

Control Region Visibility for Folders

  1. Open the folder (product or category).

  2. Go to Settings.

  3. In the region selector (bottom-right), choose which regions the folder should belong to.

  4. Save changes.

Control Region Visibility for Assets

  1. Open the image/asset.

  2. In the right-hand sidebar, open the Visibility tab.

  3. Select the regions this asset should be visible in.

  4. Save.

What Users Will See

  • Users only see folders and assets that are assigned to the regions they have access to and that are active in their regions tab.

  • Example: If a user only has access to the Default region, they will not see another region's folders or assets unless those are also assigned to Default.

Tips and Notes

  • Renaming the Default region does not change its behavior; it can still be Primary or not, depending on your setting.

  • Use regions to segment content by team, brand, market, or geography.

  • To hide content from a region, remove that region from the item’s visibility.

  • If content seems “missing,” check both the user’s region access and the active region selector, and confirm the item’s region assignments.

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