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Team and user management
25 Articles
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Contents
Team and user management
25 Articles
in this category
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InVision V7 team settings
Depending on your plan, there are different settings that you can configure specifically for your team. Note : To access team settings, you must have the admin user role . There are four important settings options accessible with all ...
Updated on : 31 Mar 2023
Configure InVision V7 team sharing settings
If you're an owner or admin of an InVision V7 team, you can control how team members share with people inside and outside your team. Set team sharing settings To set your team sharing settings: Sign in to your account here: your-team-name...
Updated on : 06 Jul 2023
Add, remove, and manage users in a team or Enterprise
If you're an InVision V7 account owner, admin, or manager, you can add or remove people from your team as needed. Tip : To let people join your team without requiring an invitation, you can set up Approved Domains . With Approved Domains en...
Updated on : 19 May 2023
Manage access to your team and your documents
InVision offers several settings and sharing options you can configure to ensure you maintain your company security standards. This article covers different ways to secure access to your account and your documents. Manage access to your team The a...
Updated on : 08 May 2023
Manage Enterprise seat types
With InVision V7, Enterprise organizations can work with their Customer Success Manager to enable multi-seat billing, which gives the Enterprise granular control over individuals' document creation privileges at different price points. Creator, F...
Updated on : 15 Jun 2023
Create a new team
All InVision V7 plans include the ability to create as many teams as your organization needs. To learn more about teams on InVision V7, check out this article: Why is there a team in my InVision V7 account? To create a new team: Sign in...
Updated on : 09 May 2023
Bulk edit user roles and user access
When managing teams in InVision V7, account owners, admins, and managers can save time by bulk editing multiple members' user roles, resending multiple invites, adding people to user groups, or removing multiple users at once. To select multip...
Updated on : 06 Feb 2023
Change a team name or subdomain
This article provides answers for InVision V7. If you're on InVision V6, read this article instead . Not sure which version you're using? Find out now. Before you start When changing your team domain, there are important things to be aware ...
Updated on : 05 Jan 2023
Change a team icon
This article provides answers for InVision V7. If you're on InVision V6, read this article instead . Not sure which version you're using? Find out now. With InVision V7, you can set a custom icon or logo for each team. To change or rem...
Updated on : 07 Feb 2023
Delete a team
This article provides answers for InVision V7. If you're on InVision V6, read this article instead . Not sure which version you're using? Find out now. To use InVision V7, you must create a team, which serves as the hub for your content and ...
Updated on : 26 Apr 2023
Differences between InVision V7 teams and user accounts
To manage your InVision V7 user account and V7 teams, you'll need to understand a few key points: Every InVision V7 user account is tied to one email , which is used to sign in. Every InVision V7 user account is automatically assigned a team ...
Updated on : 05 Jan 2023
Why is there a team for my InVision V7 account?
This article provides answers for InVision V7. If you're on InVision V6, check out this article about InVision's Team plan . Not sure which version you're using? Find out now. When you create a new InVision V7 account, you are automatically ...
Updated on : 06 Jan 2023
Changing a user's role on an InVision V7 team
In InVision V7, you can change a team member's role at any time. To learn more about available roles in InVision V7, check out this article: InVision V7 Roles To perform this action, you must be an owner, admin, or manager on the account. The ...
Updated on : 06 Feb 2023
Check the last time team members were active
When an individual is signed in to your InVision V7 team and completes certain actions, the system time stamps the action and automatically updates the info in the Last Seen column on the Team tab of the People page. The Last Seen column wi...
Updated on : 06 Jan 2023
InVision V7 user roles
InVision V7 offers six user roles: Owner Admin Manager Member Guest Visitors Tip : If you're moving to V7 from V6 Enterprise, read Updating InVision V6 Enterprise roles to InVision V7 Roles comparison The following ta...
Updated on : 26 May 2023
What are active users in InVision V7?
This article provides answers for non-Enterprise InVision V7 customers only. Not sure which version you're using? Find out now . If you're on a paid plan for InVision V7, you may notice the term active users in your billing. The term active us...
Updated on : 06 Feb 2023
Create and edit user groups
User groups let you share documents with specific segments of your Enterprise organization. Warning : You must be a manager, admin, or owner on the Enterprise plan to create, edit, or remove a user group. If you migrated from InVision...
Updated on : 09 May 2023
Why am I seeing “There was a problem sending your invites” when trying to invite users to my account?
When trying to invite users to your team, you might get an error that states: There was a problem sending your invites. Please try again. This issue may occur when you’re trying to invite users with pending invitations to the team. To confirm...
Updated on : 26 Apr 2023
Transfer ownership of a team on InVision V7
This article provides answers for InVision V7. If you're on InVision V6, read this article instead . Not sure which version you're using? Find out now. In InVision V7, owners (only) can transfer the ownership of their team to a different mem...
Updated on : 05 Jan 2023
Export People reports for Enterprise accounts
There are several user data reports—available to export as CSV files—for InVision V7 Enterprise accounts. Note : To export user data reports, you must be an admin or owner on the Enterprise account. Available reports Exporting Enterprise...
Updated on : 06 Feb 2023
Accept an invite to join a team or Enterprise
After you are invited to an InVision V7 team or Enterprise , you’ll need to accept the invite before you can access the account: In your email inbox, open the invite email. You will find it with this subject line: “You have been invited to join a...
Updated on : 26 Apr 2023
Remove a user from a document
This article provides answers for InVision V7. If you're on InVision V6, read this article instead . Not sure which version you're using? Find out now. Just like you can add someone to a document , you can also remove them. To remove a us...
Updated on : 05 Jan 2023
Switch from one InVision team to another
You can join or create multiple teams. Each team serves as the hub for content and collaboration for the members of that team. If you've created or joined more than one InVision team, you can switch from one to another as needed—even if one team is ...
Updated on : 23 Jun 2023
Approved Domains for InVision V7 teams
The Approved Domains feature simplifies the way people can join teams on InVision V7. If enabled, Approved Domains empowers people to join a team simply by signing in with their approved email address—i.e., an email address from the email domain (or...
Updated on : 09 May 2023
Manage Enterprise domain control in InVision V7
This article provides answers for InVision V7. If you're on InVision V6, read this article instead . Not sure which version you're using? Find out now . InVision Enterprise provides a central hub for your organization’s work and collabora...
Updated on : 25 Jan 2023