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What are the Enterprise roles and permissions?

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With InVision Enterprise, you can assign roles and set additional permissions to refine responsibilities.

Currently, there are 4 available roles for an Enterprise organization:

  • Admin: has full account account access
  • Manager: can invite members, create teams, and view all projects
  • Contributor: can create and edit projects
  • Reviewer: can be assigned projects to review

If you are an admin or manager on an Enterprise account, you can change another member's role at any time. To learn more, read the following article: How do I change an Enterprise member's role?

For a complete list of permissions for each role, check out the following tables.

Account access

This table specifies each role's access to other members in the organization.

 Action

Admin

Manager

Contributor

Reviewer

Access member permissions

Yes

No

No

No

View company members

Yes

Yes

Yes*

No

Invite members

Yes

Yes*

No

No

Remove members

Yes

No

No

No

Create teams

Yes

Yes

No

No

View Dashboard

Yes

Yes

Yes*

No

 *You can toggle these permissions on or off in the member permissions settings, discussed below.

Prototypes and Boards

This table specifies what actions are available to each role for prototypes and boards.

 Action

Admin

Manager

Contributor

Reviewer

Preview and join all prototypes and boards

Yes

Yes

Yes*

Yes*

Create prototypes

Yes

Yes

Yes

No

View private comments and notes

Yes

Yes

Yes

Yes*

View project assets and activity

Yes

Yes

Yes

Yes*

Duplicate prototypes and boards

Yes

Yes

Yes

No

Edit prototypes and boards you have joined

Yes

Yes

Yes

No

Inspect prototypes you have joined

Yes

Yes

Yes

Yes

View and edit Workflow for prototypes you have joined

Yes

Yes

Yes

Yes

Archive/unarchive and delete prototypes and boards you have joined

Yes

Yes

Yes

No

 *You can toggle these permissions on or off in the member permissions settings, discussed below.

Freehands 

This table specifies each role's Freehand permissions, which differ slightly from prototypes and boards.

 Action

Admin

Manager

Contributor

Reviewer

View freehands

Yes

Yes

Yes

Yes

Create freehands

Yes

Yes

Yes

No

Duplicate freehands

Yes

Yes

Yes

No

Archive/unarchive and delete freehands

Yes

Yes

Yes

No

Note: To view, duplicate, archive/unarchive, or delete freehands, you must first access the freehand via the share link. Freehands you haven't accessed will not appear in your account.

Member Permissions settings

You can modify the default member permissions to fine-tune how roles work in your organization.

Note: Only admins have access to member permissions.

To access member permissions:

  1. Sign in to your Enterprise account and navigate to the People page.
  2. Near the top right of the page, click the ••• (more) icon.
  3. Click Member Permissions.

change-enterprise-member-permissions.gif

Session

  • Enable session timeouts: If enabled, Enterprise members will be signed out of the Enterprise account after a set period of inactivity.
  • Time before a user is logged out for inactivity: This is set to 1 week by default. Choose from the drop-down menu to set your desired duration.

Global

  • Require authentication for share links: If enabled, your share links cannot be anonymously viewed. Instead, anyone who views the share link will need to be a member of your Enterprise organization and will need to sign in before viewing the share link. If enabled, this applies globally and cannot be overridden on individual share links.
  • Require two factor authentication for logins: If enabled, all members will be required to set up two-factor authentication. To learn more, check out this article: Two-factor authentication

Manager

  • Can invite members to the company: If enabled, managers can add managers, contributors, and reviewers; however, they cannot add admins. If this is disabled, only admins can add users. 
    Note: Managers cannot remove members. Only admins can remove members.

Contributor

  • Enable dashboard: If enabled, contributors can access the Dashboard page from the top navigation. The dashboard is an organization-wide overview of prototype and user activity.
  • Can preview and join all company projects: If enabled, contributors can see and join every project in the account. Contributors can edit, archive/unarchive, and delete projects. If the contributor role is not enabled for a particular individual, a member of the prototype will need to invite that individual to collaborate on the prototype before they can view it. If an Enterprise user clicks a share link for a prototype they're not authorized to view, they can request access.
    Note: Freehand projects are only visible if the contributor has previously viewed the share link.
  • Can view all company members: If this is disabled, contributors will not be able to see other members of the Enterprise organization when adding members to a project, when viewing the People page, or when viewing the member filter on the prototypes page and in the activity feed—unless they are on the same team or are collaborating on a prototype with that user. This is ideal for organizations (e.g., agencies) who might not want contributors on one prototype being able to view the individuals associated with another unrelated prototype.

Reviewer

  • Can preview and join all company projects: If enabled, reviewers can see and join every project in the account. If this is disabled, a member of the prototype will need to invite them to collaborate before they can view it. If an Enterprise user clicks a share link for a prototype they're not authorized to view, they can request access.
    Note: Freehand projects are only visible if the reviewer has previously viewed the share link.
  • Can view and create private comments and dev notes: If this is disabled, a reviewer will not be able to view existing private comments or notes, nor will they be able to create new ones. This is useful for internal discussions that may not be relevant to the reviewer (e.g., discussions with developers about implementation).
  • Can view project assets: If enabled, the reviewer can access the assets tab while viewing a prototype. 
    Note: This setting does not affect assets generated by Inspect. Reviewers can always access Inspect-generated assets.
  • Can view activity: If this is disabled, a reviewer cannot access the organization-wide activity page nor the activity tab within a prototype—including prototypes they have joined. This allows organizations to work in InVision without displaying a detailed activity log to their clients.

 


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