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DSM Roles and Permissions

With DSM, you have varying degrees of control over who can access your organization and individual design systems. This guide covers all available roles and permission configurations in DSM.

Many of these features are specific to DSM Enterprise and are noted as such.

Organization-level roles

Permissions in DSM are set at the organization level and the design system level. At the organization level, there are three DSM user types:

  • Admin
  • Editor
  • Viewer

If you’re using DSM Free, the only available user role is admin. If you’re using DSM Enterprise, you have access to all 3 roles. You can assign anyone with a paid seat in your DSM organization to one of those roles.

Users with a role of admin or higher in your InVision Cloud account automatically become admins in your DSM organization.

In addition to the 3 previously mentioned user roles, there is the possibility for 2 other visitor types to your DSM organization:

  • Organization visitors: These are users on your InVision Enterprise account or Cloud V7 team who do not have a seat in the DSM organization. They can view DSM organizations or design systems that are open to everyone at the organization.
  • Public visitors: These are visitors to your DSM site who have access to a public design system URL. These visitors can only see public design systems. They cannot access other parts of your DSM organization.

Organization visitors and public visitors don’t require paid seats in your DSM organization, so using either designation is a great way to share DSM with certain stakeholders. If you’re using DSM Enterprise, you can also send anyone password-protected links to any design system.

For a complete list of organization-level roles and permissions, check out the following table.

Action Public visitor Organization visitor Viewer Editor Admin
Access DSM via Sketch     check__1_.png check__1_.png check__1_.png
View public design system's documentation site check__1_.png check__1_.png check__1_.png check__1_.png check__1_.png
View organization member list   check__1_.png check__1_.png check__1_.png check__1_.png
Add and remove members         check__1_.png
Change member permissions         check__1_.png
Edit organization access         check__1_.png
View password-protected design system links check__1_.png check__1_.png check__1_.png check__1_.png check__1_.png
View design systems available to everyone at the organization   check__1_.png check__1_.png check__1_.png check__1_.png
Receive invites to invite-only design systems     check__1_.png check__1_.png check__1_.png
Create, edit, and delete design systems       check__1_.png check__1_.png
Access all design systems in the organization         check__1_.png

Organization access settings

Only DSM admins can edit organization access settings.

There are two different visibility options for your DSM organization:

  • Anyone at your organization
  • Only people invited

If set to Anyone at your organization, members of your InVision Cloud Enterprise or Cloud V7 team can access the DSM website without necessarily having been invited to DSM. However, only those with a seat in the DSM organization—a viewer, editor, or admin—can access DSM via Sketch.

If set to Only people invited, then access is restricted to only those occupying seats in the DSM organization.

To set your DSM organization’s visibility:

  1. Sign in to the DSM website.
  2. In the top right, click your profile icon, and then click Manage people.
  3. Under Who can access DSM?, select Anyone at [your organization] or Only people invited.
dsm-change-organization-access.gif

Inviting users to your organization

Only DSM admins can invite users to the organization.

To invite users to your DSM organization:

  1. Sign in to the DSM website.
  2. In the top right, click your profile icon, and then click Manage people.
  3. In the Invite collaborators field, type the email address for the person you want to add.
    If you are on an InVision Cloud Enterprise plan or using Cloud V7, the person must already be a member of your InVision Cloud team.
  4. If you're on the DSM Enterprise plan, select a role for the user (Viewer, Editor, or Admin). If you’re using DSM Free, the role is locked to Admin.
  5. Click Invite.

The user will appear as Pending until they accept the invite.

dsm-invite-user-to-organization.gif

At any time, you can change a user’s role or remove them from the organization. To learn more, check out this article: Managing users in DSM

Design system roles

The same user roles that exist for the organization exist for individual design systems:

  • Admin
  • Editor
  • Viewer

Like at the organization level, if you’re using DSM Free, the only available user role is admin. If you’re using DSM Enterprise, you have access to all 3 roles. You can assign anyone with a paid seat in your DSM organization to one of those roles.

Organization users typically retain their permissions at the design system level; they cannot be downgraded. Organization admins remain admins in the design system, and organization editors can't lose editor permissions for the design system.

That said, users can sometimes gain permissions at the design system level. For example, when an organization editor creates a design system, they become the admin of that design system by default. They can also be made admin or editor on any other design system. Likewise, organization viewers can be made admins, editors, or viewers on individual design systems.

As mentioned previously, you can have organization visitors and public visitors to your design systems as well, depending on the established settings.

For a complete list of design system roles and permissions, check out the following table.

Action Public visitor Organization visitor Viewer Editor Admin
Access design systems via the DSM Sketch plugin     check.png check.png check.png
Upload content to the DSM Sketch plugin       check.png check.png
View DSM Data in Inspect*   check.png check.png check.png check.png
View live components, colors, text styles, and other documentation check.png check.png check.png check.png check.png
Download icons (coming soon)  check.png check.png check.png check.png check.png
View design token documentation (coming soon)  check.png check.png check.png check.png check.png
View password-protected design system links  check.png  check.png  check.png check.png  check.png
View public design systems check.png  check.png  check.png   check.png check.png
View design systems available to the DSM organization   check.png check.png check.png check.png
Receive invites to invite-only design systems     check.png check.png check.png
Send design system invites       check.png check.png
Edit and delete design systems       check.png check.png
Release new versions       check.png check.png
Set up live components       check.png check.png
Generate auth tokens       check.png check.png
Customize theme       check.png check.png
Set roles for design system users         check.png
Add password-protected link         check.png
Manage design system share settings         check.png

* While DSM Data in Inspect is available for both DSM Free and DSM Enterprise, it is limited to users on an InVision Cloud Enterprise or Cloud V7 Pro plan.

Design system sharing settings

Depending on your plan type, DSM design systems have a variety of sharing settings:

  • Anyone in [your organization]: Anyone who is a member of your InVision Cloud Enterprise organization or Cloud V7 team can find and view the design system.
  • People invited: Only invited DSM Enterprise users can find and view the design system.
  • Public: Anyone who has the share link can view this design system, even if they are outside your organization.

In addition to these 3 access options, DSM Enterprise users can add a password-protected link to a design system. When this is enabled, anyone with the link and the password—including public visitors who aren’t part of your organization—can view the design system.

If you are a design system admin, you can edit the sharing settings at any time.

To change the sharing settings for a design system:

  1. Sign in to the DSM website and open your design system. 
  2. At the bottom right, click Share.
  3. Click Settings.
  4. Under Who can view this library?, choose Anyone in [your organization], People invited, or Public.
    If you’re using DSM free, there is no People invited option.
  5. If you’re using DSM Enterprise, you can add a password-protected link.
  6. Click Save.
change-dsm-share-settings.gif

Inviting users to a design system

Any admin, editor, or viewer can invite other DSM organization members to a design system.

To add users to a design system:

  1. Sign in the DSM website and open your design system.
  2. At the bottom right, click Share.
  3. In the top field, type the email address for the person you want to add.
    The person must first be a member of the DSM organization.
  4. If you are on the DSM Enterprise plan, select a role for the user (Viewer, Editor, or Admin). If you’re using DSM free, the role is locked to Admin.
  5. Click Invite.
dsm-add-user-to-library.gif

At any time, you can remove a user from your design system. To learn more, check out this article: Managing users in DSM


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