Create and Manage Teams
This article focuses on the creation and management of teams, and is relevant to team Admins and the Managers they designate.
Teams Window Overview
The Teams Window is where all team management functions are located.
To get to the Team Window of your Dashboard, just click on your username in the lower-left corner of the editor and select Team Management from the dropdown menu. Or, from the Moqups Main Menu in the upper-left corner of the app, choose Dashboard, and then select the Teams tab.
Admins and Managers see an enhanced version of the Teams Window, compared to the more limited one displayed for Members and Reviewers.
Creating a Team
An account owner can create a team simply by adding members. In doing so, their personal account becomes the de facto team account and they become the Admin for that team.
When the Admin adds members to the team, those people retain their own personal accounts. Team members see both accounts (team and personal) in the Team Window of their Dashboard, and can switch back and forth between accounts.
The Admin, on the other hand, sees only the Team account along with its management functions.
Naming Team, Checking Seat Quota & Setting Notifications
At the top of the Teams Window, you can name your team, check the seat quota for your plan, and decide whether you’d like to receive email notifications whenever someone comments on team projects.
-
Naming your team
By default, your team name reflects the name of your personal account. You can name or rename your team by clicking on your current team name, in the upper-left corner of your dashboard’s Team Window, and typing into the field.
-
Checking seat quota
The progress bar indicates how many of your plan’s available seats are currently occupied.
-
Receiving team notifications
Team notifications are turned off by default. If you wish to receive email notifications whenever your collaborators leave comments on team projects, toggle this option to the ‘on’ position.
Adding Team Members & Setting Roles
When you add members to the team, you can also assign their roles. You can designate them as Managers, Members, or Reviewers.
There are two ways to add members to your team:
To add members and assign them the same role:
- In the field at the top of the Teams Window, enter the emails of your prospective team members, separated by commas.
- Use the dropdown to set their role.
- Click the Add Team Members button.
- Newly added team members will receive an invitation email.
To add members and assign them different roles:
- Click the Add emails individually link.
- Enter member emails one by one, add their name, and use the dropdown to set their roles.
- Click the Add Team Members button.
- Newly added team members will receive an invitation email.
Changing Team Roles
As explained above, you can set your members’ roles when you first invite them to the team. You can also retroactively change their roles in the Teams Window.
To change a team’s member role, click the Team Role Switcher and select their new role.
Adding Outside Collaborators & Changing Roles
Outside Collaborators are added to individual projects by team members. This is done, on a project-by-project basis, in the Sharing Window.
The Sharing Window is also where outside collaborator’s individual project permissions can be adjusted, effectively changing their role.
However, Admins and Managers can perform some role changes from the Teams Window itself – most significantly, by adding an outside collaborator to the Team itself.
To change a Contributor or Guest’s role, click the More Actions icon to the far right of their name, and select their new role.
Removing Collaborators
To remove a Team Member, Contributor, or Guest, click the Team Role Switcher and select Remove.
When a Team Member is removed, they lose access to all team projects and information. If they’ve shared a private project with other individual team members, those team members retain access to the project even though the project creator has been removed. For projects that are entirely private – i.e. not shared with any team members – access is automatically granted to the team’s Admin.
When an Outside Collaborator is removed, that Contributor or Guest loses access to all the projects they’ve been invited to.