Create and edit user groups

This article provides answers for InVision V7 To confirm your version, check the upper right corner of your dashboard. On V6? Read this article instead.

User groups let you share documents with specific segments of your Enterprise organization.

Create a new user group

To create a user group:

1. Sign in to InVision.
2. On the left sidebar, select People.
3. In the upper-right corner, select Add > User Group.
4. Enter a name for your group and select Create.
5. To the right of each person you want to include, select the checkbox.
6. At the bottom of the page, select Add.

Add and remove users

Once a user group exists, add and remove people as necessary.

1. Sign in to InVision.
2. On the left sidebar, select People.
3. Select the User groups tab.
4. Hover over a group, and select More > Manage.
5. To search for a specific user, begin typing their name or email address in the search field.
6. Use the checkbox to the right of each person’s name to add or remove users:
   • Add: Select the checkbox.
   • Remove: Deselect the checkbox.
7. Select Update.

You can bulk add people to existing user groups from the Members tab.

1. On the People page, select the Members tab.
2. Hover to the left of each user's avatar and select the checkbox.
3. In the toolbar at the bottom of the page, select Add to user groups.
4. Choose the group(s) you wish to add the user to and select Add.
   If you need to create a new group, select Create user group next to the search field.

Rename a user group

Rename existing user groups without affecting existing access or membership.

1. Sign in to InVision.
2. On the left sidebar, select People.
3. Select the User groups tab.
4. Hover over a group, select More > Rename.
5. Enter the new name and select Change name.

Delete a user group

To delete a single user group:

1. Sign in to InVision.
2. On the left sidebar, select People.
3. Select User groups tab.
4. Hover over a group, select More on the right side > Remove user group.
5. Select the checkbox acknowledging group members will be removed from any associated documents.
6. Select Remove user group.

To delete several user groups at once:

1. Sign in to InVision.
2. On the left sidebar, select People.
3. Select the User groups tab.
4. Hover over a user group and, to the left of the group name, select the checkbox that appears. Repeat this step for each user group you want to remove.

   Once you’ve selected at least one user group, you can also navigate to the bottom of the page and select Select all.

5. After selecting groups, navigate to the bottom right of the page and select Delete.
6. Select the checkbox acknowledging the group members will be removed from any associated documents.
7. Select Remove user groups.