Manage Enterprise seat types
  • 15 Jun 2023
  • 3 Minutes to read
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Manage Enterprise seat types

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Article Summary

This article provides answers for InVision V7

To confirm your version, check the upper right corner of your dashboard. On V6? Check out this article instead.

With InVision V7, Enterprise organizations can work with their Customer Success Manager to enable multi-seat billing, which gives the Enterprise granular control over individuals' document creation privileges at different price points.

Creator, Freehand collaborator, and collaborator seats compared

There are three seat types available for multi-seat Enterprise billing: creator, Freehand collaborator, and collaborator.

Creator

  • Can edit and inspect prototypes and specs
  • Can create groups and all document types—prototypes, specs, freehands, and boards
  • Can seedesign systems (via DSM)
  • Can create and edit design systems (via DSM – separate license required)
  • Perfect for designers and other power users

Freehand collaborator

  • Can create and edit freehands
  • Can create specs
  • Can see design systems (via DSM)
  • Can create and edit design systems (via DSM – separate license required)
  • Can edit and inspect other document types, if given edit permissions on that document
  • Cannot create prototypes or boards
  • Perfect for anyone in the organization looking to collaborate on a digital whiteboard

Collaborator

  • Can create and edit freehands
  • Can create specs
  • Can see, create, and edit design systems (via DSM – separate license required)
  • Can edit and inspect other document types, if given edit permissions on that document
  • Cannot create prototypes or boards
  • Perfect for most developers, writers, product managers, and other content consumers
Note: All seat types can create public share links, comment, inspect, and export prototypes. For a complete overview of the permissions for each seat type, refer to the table in the permissions per seat type section.

Once multi-seat billing is enabled in your Enterprise, new people who join the Enterprise will be assigned either the collaborator, creator, or Freehand collaborator seat, depending on the seat types available for the account.

How do seat types affect user roles?

Enterprise user roles and their respective permissions are managed independently of the creator, collaborator, or freehand collaborator seat types and respective permissions. This means an Enterprise with multi-seat billing turned on can fine-tune the creation privileges of any owner, admin, manager, member, or guest of the Enterprise by assigning the individual a creator, collaborator, or freehand collaborator seat. 

For example, if a user with the role of member (someone who can create documents) is assigned the seat type of collaborator (someone who can't create prototypes or boards), the user won't be able to create prototypes or boards unless their seat type is changed.

TipRemember, Design System Manager (DSM) plans are managed separately from InVision V7 plans; therefore, assigning seat types for your V7 Enterprise will not affect your DSM plan. 

Permissions per seat type

The following table outlines the permissions and limitations for creators, collaborators, and Freehand collaborators.

 

CreatorCollaboratorFreehand

CREATION PERMISSIONS

Create freehandsYesYesYes
Create groupsCustomizable*Customizable*Customizable*
Create prototypesYes--
Create specsYesYesYes
Create boardsYes--
Create prototypes and specs with Craft SyncYes--
Create public share linksYesYesYes
Create DSM librariesYesYesYes
ACCESS, EDITING, EXPORTING, AND DISCUSSION PERMISSIONS
View all document typesYesYesYes
Edit all document typesYesCustomizable*Customizable*
Edit DSM librariesYesYesYes
Inspect prototypes and specsYesYesYes
Export prototypes and/or screensYesYesYes
Comment on all document typesYesYesYes
INVITATION PERMISSIONS
Invite Enterprise members to documents, groups, and spacesYesCustomizable*Customizable*
Invite new users via the People pageCustomizable*Customizable*Customizable*
Assign seats via the People pageCustomizable*Customizable*Customizable*
Invite new users via the Share modalCustomizable*Customizable*Customizable*
Assign seats via the Share modal---

*Certain creation and invitation permissions depend on the individual's user role as well as your Enterprise's team sharing settings. For example, due to a global restriction of the role, Enterprise guests cannot invite new users or create groups (regardless of their seat type).

Assign seats

You can assign the seat type while inviting new users to your multi-seat Enterprise via the People page.

  1. Sign in to your team: enterprise-name.invisionapp.com.
  2. On the left sidebar, select People.
  3. At the top right, select Manage team and choose either Team members or External guests.
  4. Enter the invitees' email addresses, separated by commas.
  5. Select Seat type and choose the desired option: Creator, Collaborator, or Freehand Collaborator.

    The seat type will be assigned to all invitees you entered.

  6. If the invitees should belong to any user group, you can select the group(s) in the Invite to user groups field.
  7. Select Invite.

Update seats

It is not possible to update seat types in a single-seat Enterprise. To explore multi-seat options for your team, please reach out to your customer success manager or account executive.

To change the seat type of someone who already belongs (or has been invited) to your multi-seat Enterprise:

  1. Sign in to your InVision Enterprise: enterprise-name.invisionapp.com
  2. On the left sidebar, select People.
  3. Just below the People heading, select the appropriate tab: Members or Invites
  4. Find the person you wish to change and, to the far right of the row, select  More > Change seat type.
  5. Choose the new seat type and select Change seat type.

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