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InVision Cloud V7: Managing Your Enterprise

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

As the primary owner or another owner of an InVision Cloud V7 Enterprise team, you can fine tune your team settings, add and remove users, and assign and change users' roles.

To access the Team settings for your Cloud V7 Enterprise account, your user role must be set to owner or primary owner.

Configuring Enterprise team settings

As an owner on a Cloud V7 Enterprise team, you have access to 8 team settings that you can configure to your team's needs:

  • Principal settings
  • Team icon
  • Team sharing settings
  • New members
  • Single sign-on
  • User provisioning with SCIM
  • Passwords
  • Timing out

Principal settings

invision-cloud-v7-team-principal-settings.png

In the Principal settings, you can change your team name or domain.

To change your team name or domain:

  1. Sign in to your team account and, at the top of the page, click Team.
  2. Click the Settings tab, and then click Principal Settings.
  3. Enter your new team name or domain.
  4. Click Confirm.

Team icon

invision-cloud-v7-change-team-icon.png

Set or change your team icon.

If you have not yet changed your team icon, you will see a placeholder icon with the first two letters of your team name.

To set a team icon:

  1. Sign in to your team account.
  2. At the top of the page, click Team.
  3. Click the Settings tab. Next to Team Icon, click Change.
  4. Click the upload icon (invision-cloud-v7-upload-new-team-icon.png) and choose a file to upload.
    You will need to use a 400 by 400px PNG, JPG, or GIF.
  5. Click Confirm.

To remove a team icon:

  1. Sign in to your team account.
  2. At the top of the page, click Team.
  3. Click the Settings tab. Next to Team Icon, click Change.
  4. Click the delete icon (invision-v7-cloud-team-delete-icon.png).
  5. Click Confirm.

Team sharing settings

invision-cloud-v7-team-sharing-settings.png

To set your team sharing settings:

  1. Using your admin credentials, sign in to your team's subdomain on InVision: e.g., your-team.invisionapp.com
  2. In the main navigation, click Team.
    The Team page will open with the People tab active.
  3. Click the Settings tab.
  4. Click Team sharing settings.
  5. Edit the settings as wanted, and then click Update.

New members

invision-cloud-v7-team-new-members.png

Determine who can join your team:

  • Closed team: Only people who are invited
  • Approved domains: Anyone with an email address from your team's selected approved domains.

To enable Approved Domains when editing your team settings:

  1. Sign in to your team account and, at the top of the page, click Team.
  2. Click the Settings tab, and then click New members (cloud-v7-new-members-icon.png).
  3. In the New Members dialog, select Anyone with an email address from your team's selected approved domains.
  4. Click Update.

If you choose Approved Domains, you can also visit your New Members settings to specify the domains you want to authorize for the team or Enterprise.

Single sign-on

invision-cloud-v7-team-settings-sso.png

After configuring the SSO settings in your identity provider (IdP), you will need to configure SSO settings in InVision Cloud V7.

To access your SSO settings:

  1. Sign in to your InVision Cloud V7 Enterprise account.
  2. At the top of the page, click Team.
  3. Click Settings tab, and then click Single sign-on.
  4. Toggle on Require SSO for every member of [your enterprise team].
  5. Complete the fields using the appropriate information from your IdP's metadata file.
  6. Click Update.

To complete all steps required for SSO, both in Cloud V7 and in your IdP app, see our SSO Getting Started Guides.

User provisioning with SCIM

invision-cloud-v7-scim-settings.png

After setting up SAML-based SSO for your InVision Cloud V7 team, you can enable SCIM provisioning for your Cloud V7 Enterprise team.

To enable SCIM provisioning:

  1. Sign in to Cloud V7 and click Team in the main navigation.
  2. Just below your Enterprise team name, click the Settings tab.
  3. Click the User provisioning with SCIM button.
  4. Toggle the Enable SCIM provisioning switch on, and then click Update.
  5. Save the URL provided in the SCIM API URL field.
  6. Copy the token in the Authentication token field to your clipboard (also for step 4 of the “Configuring your Enterprise for SCIM provisioning” instructions).
  7. Click Done.

To complete all steps required for SCIM provisioning, both in Cloud V7 and in your IdP app, see our SCIM Provisioning Getting Started Guides.

Passwords

invision-cloud-v7-team-settings-passwords.png

As a Cloud V7 Enterprise team owner, you can customize the following password requirements for your members:

  • Minimum password length: Set a minimum number of characters to be used.
    InVision requires a baseline minimum of 8 characters for all Cloud V7 users, and you can require additional characters as wanted for your Enterprise.
  • Enforce password complexity: Require an uppercase, lowercase, and numerical character.
  • Enable password expiration: Set a number of days before users have to update their password.
  • Prevent password reuse: Prevent your team from reusing their most recent—or up to their 5 most recent—passwords.

To set password requirements:

  1. Sign in to your team account and, at the top of the page, click Team.
  2. Click the Settings tab, and then click Passwords.
  3. After setting your desired requirements, click Update.

Timing out

invision-cloud-v7-team-settings-timing-out.png

Choose whether inactive teammates should get signed out.

To set a time out duration:

  1. Sign in to your team account and, at the top of the page, click Team.
  2. Click the Settings tab, and then click Timing out.
  3. Next to Time out sessions when members are inactive, click to toggle on.
  4. Set the number of minutes until members are signed out.
    The minimum time out is 15 minutes.
  5. Click Update.

You can remove the time out duration at any time by toggling the switch off and clicking Update again.

Understanding Enterprise user roles

There are five user roles for teams in InVision Cloud V7:

  • Primary owner
  • Owner
  • Admin—exclusive to Enterprise teams
  • Member
  • Guest

You may also see the term active user on your invoices. To learn more about who qualifies as an active user—and therefore impacts billing—see this article: InVision Cloud V7: What are active users?

When assigning roles, note that permission settings are managed primarily at the document level. Users—including primary owners, owners, and admins—do not automatically have access to every document created for a team. To learn more about setting document permissions, check out this article: InVision Cloud V7: What are the permission settings for documents?

Roles comparison

The following table should help you get familiar with the available user roles and their respective permissions:

Action

Primary Owner

Owner

Admin*

Member

Guest

Team Settings
Manage team and subdomain invision-table-checkmark.png No No No No
Delete team invision-table-checkmark.png No No No No
Manage security settings invision-table-checkmark.png invision-table-checkmark.png No No No
Manage authentication settings invision-table-checkmark.png invision-table-checkmark.png No No No
Manage team subscription and billing information invision-table-checkmark.png invision-table-checkmark.png No No No
People
Manage users (invite, remove, promote, de-mote) invision-table-checkmark.png invision-table-checkmark.png invision-table-checkmark.png No No
Manage user groups invision-table-checkmark.png invision-table-checkmark.png invision-table-checkmark.png No No
See who else is on the team invision-table-checkmark.png invision-table-checkmark.png invision-table-checkmark.png invision-table-checkmark.png No
Invite users to a team unless restricted by the team sharing setting invision-table-checkmark.png invision-table-checkmark.png invision-table-checkmark.png invision-table-checkmark.png No
Documents and Spaces
         
Share document links unless restricted by document share settings invision-table-checkmark.png invision-table-checkmark.png invision-table-checkmark.png invision-table-checkmark.png No
Create and manage their own documents and spaces invision-table-checkmark.png invision-table-checkmark.png invision-table-checkmark.png invision-table-checkmark.png No
Access documents and spaces they have been added to invision-table-checkmark.png invision-table-checkmark.png invision-table-checkmark.png invision-table-checkmark.png invision-table-checkmark.png

For a more detailed look at the available user roles for Cloud V7, review this article: What user roles are available for InVision Cloud V7?

Adding users to your Enterprise team

To add users to your Enterprise team:

  1. Sign in to your InVision Enterprise here: your-team-name.invisionapp.com
  2. In the main navigation, click Team.
  3. On the People tab, click the pink + sign at the top right.
  4. Enter the invitees’ email addresses, separated by commas, and click Next.
  5. Verify that the email addresses are accurate, make any role changes, and then click Invite.
    invision-cloud-v7-invite-new-enterprise-member.gif

To let people join your team without requiring an invitation, you can set up Approved Domains. With Approved Domains enabled, anyone can sign in to the team by using an approved email address—i.e., an email address from an email domain that a team owner has previously approved.

Changing a user's role

To change the role of someone on your Enterprise team:

  1. Sign in to your Cloud V7 account.
  2. At the top of the page, click Team.
  3. To the far right of the user's name, click the drop-down and select the appropriate role.

    invision-cloud-v7-change-enterprise-user-role.gif

If you need to change multiple members' roles or remove them from your Enterprise team, bulk editing makes it quick and painless.

Removing someone from your Enterprise team

Before removing someone from your team, here are important things to consider:

  • Be sure to transfer any prototypes owned by that user to another user on the Enterprise account before removing the user.
  • Removed users can no longer access prototypes or assets. All hotspots, comments, and changes previously made by the user will remain.
  • Design System Manager (DSM) permissions are managed separately. To remove a user from your DSM organization, read this article: Adding and Removing People in DSM

To remove a user from your team:

  1. Sign in to InVision.
  2. Just below the URL bar, click Team.
  3. On the People tab, click Team or Invitations and scroll through the list of users to find the person you want to remove.
  4. To the right of the person’s name and email address, click the currently assigned role (e.g., Owner).
    If removing some via the InVitations tab, instead click Remove just below the person's email address.
  5. Click Remove from team, and then click the red Remove button.
    invision-cloud-v7-remove-team-member.gif

Learn something new

Getting Started Guides