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Managing Your InVision V7 Enterprise

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

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

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

Configuring Enterprise team settings

As the owner or an admin on a InVision 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 InVision Enterprise here: your-team-name.invisionapp.com
  2. In the lower-left corner, click the expandable team tray, and then click Settings.
  3. Click Principal Settings.
  4. Enter your new team name or domain.
  5. 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 InVision Enterprise here: your-team-name.invisionapp.com
  2. In the lower-left corner, click the expandable team tray, and then click Settings.
  3. 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 InVision Enterprise here: your-team-name.invisionapp.com
  2. In the lower-left corner, click the expandable team tray, and then click Settings.
  3. 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. Sign in to your InVision Enterprise here: your-team-name.invisionapp.com
  2. In the lower-left corner, click the expandable team tray, and then click Settings.
  3. Click Team sharing settings.
  4. 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 InVision Enterprise here: your-team-name.invisionapp.com
  2. In the lower-left corner, click the expandable team tray, and then click Settings.
  3. Click New members (cloud-v7-new-members-icon.png).
  4. In the New Members dialog, select Anyone with an email address from your team's selected approved domains.
  5. 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 V7.

To access your SSO settings:

  1. Sign in to your InVision Enterprise here: your-team-name.invisionapp.com
  2. In the lower-left corner, click the expandable team tray, and then click Settings.
  3. 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 InVision V7 and in your IdP app—as well as learn how to fine-tune your team's sign-in experience, 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 V7 team, you can enable SCIM provisioning for your InVision V7 Enterprise team.

To enable SCIM provisioning:

  1. Sign in to your InVision Enterprise here: your-team-name.invisionapp.com
  2. In the lower-left corner, click the expandable team tray, and then click Settings.
  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 InVision V7 and in your IdP app, see our SCIM Provisioning Getting Started Guides.

Passwords

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

As a InVision V7 Enterprise team owner or admin, 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 InVision 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 InVision Enterprise here: your-team-name.invisionapp.com
  2. In the lower-left corner, click the expandable team tray, and then click Settings.
  3. Click Passwords.
  4. 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 InVision Enterprise here: your-team-name.invisionapp.com
  2. In the lower-left corner, click the expandable team tray, and then click Settings.
  3. Click Timing out.
  4. Next to Time out sessions when members are inactive, click to toggle on.
  5. Set the number of minutes until members are signed out.
    The minimum time out is 15 minutes.
  6. 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 V7:

  • Owner
  • Admin
  • Manager
  • Team 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 V7: What are active users?

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

Owner

Admin

Manager

Team Member

Guest

Team Settings
Manage team and subdomain Yes No No No No
Delete team Yes No No No No
Manage security settings Yes Yes No No No
Manage authentication settings Yes Yes No No No
Manage team subscription and billing information Yes Yes No No No
People
Manage users (invite, remove, promote, de-mote) Yes Yes Yes No No
Manage user groups Yes Yes Yes No No
See who else is on the team Yes Yes Yes Yes No
Invite users to a team unless restricted by the team sharing setting Yes Yes Yes Yes No
Documents and Spaces
         
Share document links unless restricted by document share settings Yes Yes Yes Yes No
Create and manage their own documents and spaces Yes Yes Yes Yes No
Access documents and spaces they've been added to Yes Yes Yes Yes Yes
Create public share links Yes Yes Yes Yes Sometimes§
Export prototypes and/or screens Yes Yes Yes Yes Sometimes§

*Members can invite new users, but this is dependent on your team sharing settings.

Guests can only see other users on documents and in spaces they've been invited to join.

By default, guests can create documents and share them with members of the team; however, only members of the team can open guests' documents. An owner or admin of the team can edit this permission limitation by opening the global Team sharing settings and changing the Set the default document setting to Anyone with the link. There are a few important things to consider, however, before updating the default setting: Understanding team sharing settings

§If a guest has been invited to a prototype and their access is set to Can edit (managed in the Share dialog), that specific guest can create public share links for that specific prototype as well as export the prototype and screens. If the guest's access is set to Can review, that specific guest cannot export or create public share links for that prototype.

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

Adding users to your Enterprise team

To add users to your InVision V7 Enterprise:

  1. Sign in to your account here: your-team-name.invisionapp.com
  2. On the left, click People.
  3. At the top right, click the Add button.
  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.
invite-user-to-v7-enterprise.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 someone's role

To change the role of someone on your Enterprise team:

  1. Sign in to your InVision Enterprise here: your-team-name.invisionapp.com
  2. On the left, click People.
  3. On the People page, click the drop-down next to the user's name and select the preferred role.
  4. To the far right of the user's name, click the drop-down and select the appropriate role.

    invision-v7-enterprise-change-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.

Checking when individuals were last seen

To check the date that an individual last took an action while signed in to your Enterprise team: 

  1. Sign in to your InVision Enterprise here: your-team-name.invisionapp.com
  2. On the left, click People.
  3. Under the People heading, click the Team tab and click the Search icon (invision-v7-team-search-icon.png) or scroll through the list of users to find the person.
  4. To the right of the person's name and role, view the info in the Last seen column.
    invision-v7-teams-last-seen-column.gif

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

If the Approved Domains feature is enabled for the team, it isn't possible to prevent someone who has an approved email address from rejoining the team after you remove them. However, a team owner or admin can disable Approved Domains at any time.

To remove a user from your team:

  1. Sign in to your InVision Enterprise here: your-team-name.invisionapp.com
  2. On the left, click People.
  3. Under the People heading, click either the Team or Invitations tab 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 more icon () .
  5. Click Remove from team.
    If removing an invitee, you’ll click Remove invitation instead.
  6. Confirm your choice by clicking the Remove
invision-v7-remove-enterprise-member.gif

If you need to remove multiple members from your team, bulk editing makes it quick and painless.