Adding members to a team in Viz Flowics grants them access to all projects assigned to that team. Team members can have different roles, which define their access levels and responsibilities within each project. This guide provides step-by-step instructions for adding both new and existing users to a team.
Adding Users to a Team
Navigate to SETTINGS in the Top Bar Menu.
Click on Teams to open the team management section.
Select the team where you want to add members.
Click the + Add Member button.
Adding an Existing User:
Use the search bar to find an existing user within the company.
Enter the user’s email address and select them from the list.
Assign the appropriate role based on their responsibilities.
Adding a New User:
If the user does not already exist, click Add New Member.
Fill in the following required details:
First Name & Last Name
Email Address (used as the login username)
Assigned Role
Team Access
Confirm the details and save the new user.
User Roles and Project Access
When adding a new member, you must assign a role that aligns with their responsibilities. Users in a team automatically gain access to all projects associated with that team. Their assigned role determines their permissions within each project, including viewing, editing, or managing content.
For a detailed breakdown of user roles and their permissions, refer to User Roles in Viz Flowics.
By following these steps, you ensure efficient team management, streamlined project access, and structured collaboration within Viz Flowics.