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Adding Stakeholders

Note: If you're part of an Enterprise plan, please visit our Enterprise guide instead.

Adding and Removing Collaborators

You can share your prototype by inviting collaborators. All plans are able to add unlimited collaborators. Collaborators have the ability to:

  • Edit prototypes
  • Delete screens
  • Replace screens
  • Add/remove hotspots
  • Leave comments on prototypes
  • Access Inspect mode for prototypes
  • Export prototypes to PDF or ZIP file

Collaborators cannot create or delete prototypes. However, if you are on the Team plan and add a collaborator as one of your five team members, that collaborator can now create prototypes. Note that only a Team owner/admin can delete prototypes.

To add collaborators:

  1. Sign in to your InVision account, and navigate to the Projects page.
  2. Click the desired prototype.
  3. In the top-right corner of the prototype page, click Share.
  4. In the pop-up modal, you can search for specific people or teams. To add them to the prototype, click the + icon next to their name.
    Note: if the person is not listed, you can invite them by navigating to the bottom of the pop-up modal and entering their email address.
  5. When you're finished adding collaborators, click Send Invite

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When adding collaborators, the list in the modal will show people in the following order (always A-Z within each group):

  • Teams collaborating
  • Individuals already collaborating
  • Invitees that are collaborating
  • Other teams
  • Other individuals
  • Other invitees

To remove collaborators:

  1. Sign in to your InVision account, and navigate to the Projects page.
  2. Click the desired prototype.
  3. In the top-right corner of the prototype page, click on the collaborator's avatar. Alternatively, you can click the Share button.
  4. To remove them, click the check icon (Image_2018-08-27_at_1.06.10_PM.png) next to their name.
  5. Once the check has been removed, click Remove Person.

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When you remove a collaborator from a prototype (or remove them completely from an account), their comments remain on the prototype.

Creating a public share link

Quickly create a public share link from your main dashboard by hovering over your prototype and clicking Share. Then click public share link at the bottom of the pop-up modal. 

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People who receive your public share link only have the ability to view, interact (click through), and leave comments on prototypes via that share link and cannot otherwise see the prototype. They cannot leave comments via the mobile app or via web view from their mobile device at this time.

Link settings

To adjust the default settings for your public share link, click Link Settings at the bottom of the pop-up modal.

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You will then see a list of default share settings. Keep reading for a description of each setting.

Note: These link settings cannot be changed for existing share links. A new link must be generated for the settings to take effect.

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To learn more about what each setting does, check out the following descriptions.

Allow commenting on screens
When toggled on, link viewers can comment on prototype screens.

Allow access to all screens in prototype
When toggled on, link viewers can navigate between screens using the Left and Right Arrow keys, or by clicking the screen drawer icon (screen-drawer-icon.png) at the bottom right of the prototype. When toggled off, link viewers can only navigate between screens via hotspots.

Password Protect
Enabling password protection allows you to create a custom password for your prototype. When you send someone a share link, they’ll need to enter the password to view the prototype.
Note: If you are on an Enterprise plan and require authentication for share links, you will not see this setting.

Start the share link at
This setting allows you to choose the screen your prototype will start on.

Hotspots enabled
When toggled on, viewers can navigate your screens by clicking any hotspots you've created. When toggled off, viewers can only navigate the prototype using the Left and Right Arrow keys, or by clicking the screen drawer icon (screen-drawer-icon.png) at the bottom right of the prototype.

Prevent hotspot hinting
When toggled on, your hotspots won't flash when someone clicks a prototype screen.

Require user identification
When you require user identification, viewers must enter their name and email address in order to view the prototype (unless they are already signed in to their InVision account).
Note: If you are on an Enterprise plan and require authentication for share links, you will not see this setting.

If you want to share a specific selection of screens, check out the article How do I share specific screens only?

Creating and managing a team

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The following instructions only apply to owners of Team plans. There are a few steps you'll need to take in order to get your team set up correctly:

  1. Sign in to your InVision account, and click the People tab.
  2. In the upper-right corner of the screen, click Create a Team.
    Note: This is a one-time process.
  3. In the Team Name field, enter the name for your team.
  4. Under the Team Icon heading, click either Upload Icon (to choose an icon from your files) or Import from Twitter (to pull in an icon from your company Twitter account). 
  5. To give all team members access to all projects created under your Team account, under the Prototype Access heading, click the Allow team members to preview & join all team prototypes checkbox. 
  6. Click Save & Continue.
  7. Use the search field to find InVision users you have collaborated with, and then click the (invision-team-plan-plus-member-button.png) icon next to anyone you want to invite as a member of your Team. To invite members you haven't yet collaborated with on InVision, enter their addresses in the Invite by email field and press the Enter key.

Note: Before your Team members can access other members' projects under your Team plan, they will each need to transfer those existing projects to your Team account.

Removing Team members

Only the owner of the Team plan is able to remove Team members.

To remove members from your team:

  1. Sign in to your account and navigate to the People page.
  2. Hover over the member and click View Profile.
  3. Beneath the member's name and profile icon, click the ••• (more) menu.
  4. Click Remove from Team.
  5. To confirm, click Yes, Remove from Team.

Encountering project limits

Team members may encounter a project limit if they try to create a prototype or board on their personal account rather than the Team plan. To create a prototype or board on a Team plan, check out the article How do I create a prototype on a Team plan?

Note: If you create a prototype under the Team plan, you will notice that—rather than you owning the prototype in your personal account—the prototype belongs to the Team plan owner by default. This is to ensure that all members of the team can access the prototype via the Team account.

Existing prototypes can be manually transferred to the team at anytime. The team member will need to enter the team owner’s email address when performing the transfer.

To access your team's prototypes or boards, navigate to the Projects tab. Click the My Projects drop-down, and click the appropriate team.

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Return to your personal projects by clicking the drop-down again and choosing My Projects.

 

Getting Started: Working Together (
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Adding Stakeholders

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