Best Practices for Multiple Users Working in the Same Job

Edited

Here’s a clean, help‑center–ready breakdown you can use — and yes, your instinct is right: subject edits should only be done by one person at a time.

Below is a polished version you can turn into an article or internal guideline.


Studios often have several people touching a job throughout its lifecycle — photographers in the field, customer service, production, and retouching. Most areas of Captura support simultaneous work without issues, but some actions can conflict if done at the same time.

This guide outlines what’s safe for multiple users to do at once, and what should be limited to a single person.


🟢 Safe for Multiple Users to Do at the Same Time

These actions do not conflict and can be performed by multiple people simultaneously:

1. Adding Images

  • Uploading new images

  • Importing additional subject data

  • Adding orders

These actions append new information and don’t overwrite existing data, so they’re safe for parallel work.

2. Photographers + Customer Service Working Together

Field teams and CS can work in the same job without stepping on each other’s changes, as long as they’re not modifying the same subjects or images.


🟡 Use Caution: Possible Conflicts

These actions can cause sync prompts or overwrite someone else’s work if done at the same time:

1. Reassigning Primary or Yearbook Images

If two people change primary/yearbook selections at once, Captura may ask which version to keep during sync.

2. Moving Images Between Subjects

This is the most common source of conflicts.
If two users move images at the same time, one user’s sync can undo the other’s changes.


🔴 One Person Only

These actions should always be done by a single user at a time:

1. Editing Subjects

  • Moving images

  • Changing subject assignments

  • Adjusting subject-level data that affects matching or identity

Because these edits overwrite data, they should be handled by one person to avoid conflicts or duplicate work.

2. Editing Price Sheets or Catalogs

Price sheets and catalogs are global resources.
If two people edit them at once, changes can overwrite each other.


Recommended Workflow

To avoid conflicts:

When a job returns from the field

Assign one person to:

  • Clean up subjects

  • Move images

  • Set primary/yearbook images

  • Finalize subject data

Once the job is stable, others can safely:

  • Add orders

  • Upload additional images

  • Handle customer service tasks


📌 Quick Summary Table

Task

Safe for Multiple Users?

Notes

Uploading images

✅ Yes

Adds new data only

Importing subject data

✅ Yes

As long as no one is editing subjects

Adding orders

✅ Yes

No conflicts

Reassigning primary/yearbook images

⚠️ Caution

Can trigger sync conflicts

Moving images between subjects

❌ No

One person only

Editing subjects

❌ No

One person only

Editing price sheets/catalogs

❌ No

One person only


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