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How do I set up a team within my Enterprise account?

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This article is specific to Enterprise in InVision Cloud V6. If you're using Enterprise in Cloud V7, this functionality does not yet exist, although we plan to build it in the near future. Not sure which version you're using? Find out now.

With InVision Cloud, you can organize your Enterprise members into different groups called Teams. Teams allow you to invite specific groups of people to a prototype or notify them about comments. For example, you may want to invite all members on your development team to your newest prototype.

To create a team on your Enterprise account, you must have manager or admin access.

Creating a team

To create a team:

  1. Sign in to your InVision account and navigate to the People page.
  2. Click the Teams tab.
  3. Click the + button, enter a team name, and click Create.
  4. To begin adding members, hover over the team name and click Add.

Once you've created your team, any contributor, manager, or admin can add the team to a project. Admins or managers can add contributors to multiple teams.

Adding teams to prototypes

To add a team to a prototype:

  1. Navigate to the Projects page, and then click the prototype you want the team to access.
  2. At the top right, click the green Share button.
  3. Click the team name, and then click Update.

For each prototype you want to share with the team, repeat the previous steps.

If members are added to or removed from a team, those members will gain or lose access to prototypes shared with that team.

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