Getting started with Visily – Team Workspace

There are 3 sections in each Team Workspace: 

• Team projects: Projects created by team members and shared with the team.
• My projects: Personal projects created by that user and not shared with the team.
• Shared with me: Projects shared with you. When there is no shared project, the category will be hidden.

Roles in a Team Workspace 

• Owner: The creator of the team, has all permissions as an Admin ( this is not an editable role, there can be only 1 owner).
• Admin: Have all permissions of an Editor and can manage the team.  
• Editor: Have all permissions of a Viewer and can create and edit projects.
• Viewer: Can only view the projects. 

Note: When the Owner leaves the group, another Admin will be assigned as the new Owner.

Team Workspace management

You can create a new team. Then invite and manage the team and its members easily, click on the team’s name to open the Team Workspace dropdown.

Create a new team

To create a new team, follow these steps:

• Open the Team Workspace dropdown
• Select “Create a new team”
• Give your team a name

• Invite your team members, or skip this step.

Note: You’re the owner of the team you’ve created. You can assign other members as admins.

Invite members to a team

There are 3 ways to invite members to a team: 

• Click “+ Invite members” in Team dropdown to open this team creation page
• Click on the “Invite members” button in the Team Member list 
• Click on the Invite members card on the side panel

Team Member list

Select “Manage members” in the Team Workspace dropdown to view the Team Member list:

• The Owner and Admins can assign other Admins, change the permission of other members, or remove them.
• Members and guests can only view the list.

Share a personal project with the team

To quickly share a personal project in “My projects” with your team, drag and drop it to “Team projects”

Note: You can drag your project back from “Team projects” to “My projects” as long as you’re the owner of the project.