Adding, removing, and managing InVision V7 Enterprise users V7

If you are an InVision V7 account owner, admin, or manager, you can add or remove people from your team as needed.

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 you've previously authorized.

Before you start

Here are some important things to note before removing someone from your team:

• Removed users can no longer access prototypes or assets. All hotspots, comments, and changes previously made by the user will remain.
• If you need to update multiple users at once, bulk editing makes it quick and easy.
• Design System Manager (DSM) permissions are managed separately. Learn more about removing users in DSM.

Adding users to your Enterprise team

To add users to your team:

1. Sign in to your InVision V7 account: your-team-name.invisionapp.com
2. On the left sidebar, click the More menu (​) and then select People.
3. At the top right, click Add, and then click Team members or External guests.
4. Enter the invitees’ email addresses, separated by commas. If the invitees should belong to any user group, you can select the group(s) in the Invite to user groups field.
5. Click Invite.

All pending invitations will appear under the Invitations tab. To change their role and resend or cancel the invitation, click the More menu (​) to the right of each user's name. To edit multiple invitations in bulk, click the checkbox to the left of each name. 

If someone doesn't receive an invitation email, cancel and re-send the invite.

If you’re seeing an error message when trying to invite users to your account, check out this article for troubleshooting steps: Why am I seeing “There was a problem sending your invites” when trying to invite users to my account?

Changing someone's role

You can change someone's role to admin, manager, team member, or external guest. If your Enterprise has multi-seat billing enabled, you can also manage document creation privileges at a more granular level by changing a user's seat type. 

To change a user's role:

1. Sign in to your InVision account.
2. On the left sidebar, click the More menu (​) and select People.
3. In the Members, Guests, or Invitations page, hover over the user you want to edit, click the More menu (​) next to the user's name, and click Change role.
4. Select the intended role and confirm by clicking Change role.

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: your-team-name.invisionapp.com
2. On the left sidebar, click the More menu (​) and select People.
3. Click the Members or Guests tab and scroll through the list of users. Alternatively, click the Search icon () to look up specific users.
4. To the right of the person's name and role, view the info in the Last seen column.

Removing someone from your Enterprise team

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

• 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 account here: your-team-name.invisionapp.com
2. On the left sidebar, click the More menu (​) and select People.
3. In the Members, Guests, or Invitations page, scroll through the list of users to find the person you want to remove.
4. Hover over the user you want to remove and to the right of the person’s name and email address, click the More menu (​).
5. Click Remove [x] user[s] to confirm your choice. If removing an invitee, click Remove invite instead.

If the users you're removing have created any documents on the team, you'll see a modal What should we do with their documents? You will have the option to transfer their documents to a different teammate or transfer them later, if needed.

If you need to remove multiple members from your team, bulk editing makes it quick and painless. Learn more here: Bulk editing user roles and user access for an InVision V7 team