Creating a Team to Manage User Permissions

Learn how to use Teams to manage user permissions within your project.

Team Overview

Within each project, you can create Teams in order to manage user's access to phases, folders, assets and tasks.



A team is a group of users that you want to have similar access to the project. For instance, you may create a Team for 'Client', or for 'Vendors'.

Full Access Teams

When you first start a project, by default a team called My Team. Typically, you would name this team your company or organization name. 



Any users added to this team will always have full, admin level access to the project. They will also be able to view all private feedback threads on any assets, and view all private tasks. Typically, you would add your close team members to this team.

To learn more about private feedback threads click here.

To learn about creating private tasks click here.

Restricted Teams

Any additional teams you add to your project will automatically be Restricted Teams, which means they will only have access to phases, folders and assets that you invite them to. 

Additionally, restricted teams will only be able to see private feedback threads for their own team, and will only be able to see private tasks that they are given access to.



To learn about granting Teams access to phases, folders and assets, click here.


Creating a New Team

To create a new team from the project's dashboard, click on the + beside Teams in the left-hand column.



A pop-up will prompt you to give this new team a name.  Once you hit Save, you will automatically be taken to the new team's page. 


Adding Users to a Team

From the team page, you can add new team members by entering their email in the Invite by Email field and clicking Invite.



The user will be sent an invitation to join the project and then be given access to the phases, folders and assets that the team has permission to view.

Additionally, you can add users to teams by clicking the Invite button on the top right of the project.



Next, enter the email address for the person you want to invite.



Finally, select the Team you would like to add them to from the drop-down menu.



NOTE: You can add users to multiple teams to give them access to different team's permissions. Just invite them via email to any team you want them to be on and they will automatically be added.

To learn how to move a user from one team to another, click here.

Removing Users from Teams

To remove a user from a team, open the team page, hover over their name, then click Remove



WARNING: If a user is only on one Team, removing them from the Team will remove them from the project entirely.