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    Create & Manage

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    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.

    In this article

    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.

    Team_Management_Window_2.png

    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.

    2__Naming_Team.png

    1. 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.

    2. Checking seat quota

      The progress bar indicates how many of your plan’s available seats are currently occupied.

    3. 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.

     
    Notifications from a private project (with Team Access turned off) are sent only to that project’s creator and invited collaborators.

    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.

     
    The Admin role is not assignable since the account owner is automatically the team’s administrator – and the only one who has access to its account and billing information.

    There are two ways to add members to your team:

    To add members and assign them the same role:

    1. In the field at the top of the Teams Window, enter the emails of your prospective team members, separated by commas.
    2. Use the dropdown to set their role. 
    3. Click the Add Team Members button.
    4. Newly added team members will receive an invitation email.

    3__Adding_Team_Members.gif


    To add members and assign them different roles:

    1. Click the Add emails individually link.
    2. Enter member emails one by one, add their name, and use the dropdown to set their roles.
    3. Click the Add Team Members button.
    4. Newly added team members will receive an invitation email.

    4__Add_Team_Members_Individually.gif

    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.

    5__Changing_Team_Roles.png

    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.

    6__Adding_Outside_Collaborators.png

    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.

    7__Removing_Collaborators.png