Managing Users in your Visme Workspace

With Workspaces, it’s easy for Owners and Administrators to add new users and edit or deactivate existing users. Check out this resource to learn more about creating a new Workspace.

Adding new users

In the top menu bar of your Dashboard, locate and click on your Workspace name. This step is essential as it ensures you’re managing the correct workspace, especially if you have access to multiple workspaces within Visme.

After selecting your workspace, look for the Add a member option and click on it to proceed.

A pop-up window will appear where you’ll be prompted to enter the email address of the team member you’d like to invite to your workspace.

Once you’ve entered the email, click on the Send Invite button. This action sends an invitation email to the recipient. After sending, you will be redirected to the activation menu, where you’ll manage the pending invitations.

In the activation menu, you will see a list of users you’ve invited. Find the user you wish to activate, and select them by checking the box next to their name. Once selected, click on the Activate Now button.

That’s all! You have successfully activated new users in your workspace.

Note: If you discover that you don’t have enough licenses available to add a new member, follow the steps provided in the pop-up menu to upgrade your Visme account and obtain additional licenses.

Important Information

Adding users without a Team or Enterprise plan: If you have a Free (Basic) account and are the workspace owner, you can invite up to 5 members for free. These members will have access as basic users and can use the platform without restrictions.

Adding users with a Starter or Pro plan: If you have a Starter or Pro plan, you cannot add additional members directly unless you upgrade to a Team 3 or Team 5 plan before. You can send invitations, but the invited user will not gain access until the workspace is upgraded. This ensures that access is properly managed and requires the appropriate plan for the number of users.

Needing more than 5 members: If your workspace requires more than 5 members, including the owner, you will need to contact the Sales team to upgrade.

Team plans and license limits:

– Team 3: Includes 3 licenses (1 belongs to the owner).

– Team 5: Includes 5 licenses (1 belongs to the owner).

Deactivating users

You will be redirected to the Workspace Members page. From the users list, find the user you want to deactivate, and check the box to the left of their email or username.

Once the user is selected, click the grey Deactivate button that appears at the top right.

When the confirmation prompt appears, click the Yes, Deactivate this User button.

That’s all! You have successfully deactivated a user in your workspace.

Note: Once you deactivate a user, that person will no longer be able to sign in to the workspace and can no longer access any projects from this workspace.

Note: Deactivating/removing a sub-user will not downgrade the plan.

Note: Even if a user is deactivated from your workspace, the projects, folders, and assets they created remain accessible to the workspace admin.

User’s status overview

The user status provides information about the user account and whether administrative or user action is required. There are different possible statuses of your team account users and only admin users can access this information.

Active: When a user has the status as “Active” they have an active account in your Workspace and they have logged in for the first time. They can access the Visme platform and use all the features available in your account plan. An active user takes up one user license.

Pending: When you have invited a new user to your Workspace they will have the status “Pending” until you pay to activate their seat to access the premium features.

Expires in XX: When you have invited a new user to your Workspace, they will have the status “Expires in XX” until they have activated their log in from the email that was sent to them or up to 14 days after sending the invitation. Learn more on how to join a Visme workspace here.

Invite expired: When there are invitations that a user has not responded to in time, the user status will be “Invite Expired”. These invitations will need to be resent if you would like the user to be part of your team.

Deactivated: If a user is “Deactivated”, this means that they no longer can access the Workspace. You can pay to reactivate their seat, or click on the check box to activate it if you still have paid seats available in your Workspace.

Managing Users in your Visme Workspace

Adding new users

Important Information

Deactivating users

User’s status overview

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