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InVision Cloud V7: Working Together

This article provides answers for InVision Cloud V7. If you’re on V6 of InVision, read this article instead. Not sure which version you're using? Find out now.

InVision allows users to collaborate with just a few clicks and keystrokes. Be sure to review our explanation of the roles InVision users can play based on your plan.

Our Working Together guide will cover sharing your prototype by creating a share URL, adding collaborators, and creating a Team.

InVision roles

The content below provides answers for InVision Cloud V7. If you’re on V6 of InVision, read this article instead. Not sure which version you're using? Find out now.

There are five user roles for teams in InVision Cloud V7: primary owner, owner, admin, member, and guest

When assigning these roles to people on your team, remember that permission settings are managed primarily at the document level, therefore primary owners, owners, and admins do not automatically have access to every document created for a team.

Primary owner

A team account on Cloud V7 has only one primary owner—the person who created the account for the team. Along with being the only person with access to delete the team account, the primary owner can manage important settings for the team:

  • Team settings, including the team domain and authentication
  • Security settings
  • Billing information
  • Membership
  • User groups
  • Individual user roles, including promoting or demoting other owners

The primary owner cannot be demoted to a role with lower access; however, the primary owner can transfer the role to a different person on the team account.

Owner

Like the primary owner of an Cloud V7 team account, owners can manage the team settings, authentication and security settings, billing information, membership, user groups, and individual roles—including the ability to promote or demote other owners on the team. You can assign multiple owners for the team account.

The most notable limitations that the owner role has compared to the primary owner role is that owners cannot delete the team, change the team’s name, nor change the team’s subdomain. Only the primary owner can make changes to those principal settings.

Admin (Enterprise only)

Exclusive to Enterprise plans, the admin role has access to manage team membership (including assigning or changing the role of owners), user groups, and individual roles—including the ability to promote or demote other admins. You can assign multiple admins for the team account.

Enterprise admins cannot access the billing section, therefore they cannot update the team’s subscription (other than starting a trial, which all roles on the team can do).

Member

Intended for designers, developers, product managers, and other core contributors on the team account, Cloud V7 team members can see all spaces and documents made available to the team (as well as the spaces and documents they are specifically invited to join). You can have multiple members on your team, and we typically find that the majority of users on a team are assigned the Member role.

Guest

The Guest role on Cloud V7 teams is intended for contractors, clients, or other collaborators who you don’t want to have full visibility into the team account. Guests are limited to accessing only prototypes, boards, or spaces they are explicitly invited to join. Guests cannot access spaces or projects they have not been invited to, nor can guests invite new users to join the team account. You can have multiple guests on your team.

Sharing documents

The content below provides answers for InVision Cloud V7. If you’re on V6 of InVision, read this article instead. Not sure which version you're using? Find out now.

There are three ways to share your documents in InVision Cloud V7:

  • Add people to your document.
  • Use document links.
  • Create public links.

 

Adding people

To add people to a document:

  1. With the document open, in the upper-right corner, click the green Share button.
  2. In the To: field of the Share dialog, enter the name of the person you want to add to the document.
    Note: As you type, you will see people on your team who match the characters you enter. If you want to add someone who is not yet a member of your team, enter his or her email address.
  3. Click the Invite button.

Using document links

Document links are the main URLs for prototypes, boards, and freehands. You can grab document links from the Documents tab by hovering over a document thumbnail to reveal and click the ••• (more) menu to the right of the document name. To change link settings for a specific document, on the Members & Guests tab of the Share dialog, click the Settings link. Then, to copy the document link to your clipboard, click Copy Link.

invision-v7-share-document-link.gif

Learn more about InVision Cloud V7 public link settings.

Creating public links

Only available for prototypes, public links do not require viewers to be team members. When creating the link, enabling the Require password setting lets you define a password people will then need to open the document.

To create a public link:

  1. From the Documents tab, hover over the document thumbnail to reveal and click the ••• (more) menu to the right of the document name.
  2. In the Share dialog, click the Public tab. Then, either select and copy the public link URL or click the settings icon to require a password.
    Note: If you do not want to require a password, you can skip steps 3 and 4.
  3. In the Manage link settings dialog, toggle the Require a password setting on. Enter the password you want all viewers to use, and click the Save button.
  4. Back in the Share dialog, select and copy the public link URL.

Integrations

The content below provides answers for InVision Cloud V7. If you’re on V6 of InVision, read one of these articles instead: Jira Cloud and Jira Server Add-On, Trello Integration, Confluence Cloud and Server Add-OnFreehand Integration in Microsoft Teams, Slack Integration, Dropbox Integration
Not sure which version you're using? Find out now.

Streamline your workflow by utilizing InVisions various integrations. Currently, you can integrate InVision with the following tools:

 

Getting Started: Getting started with InVision Cloud v7 (
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InVision Cloud V7: Working Together

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