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Manage Users

 

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

You can invite new users at any time by going to the Workspace members tab.

1
In the Dashboard, click on your Workspace name, then select Workspace Members from the drop-down.

2
Click the Add Users button, then enter your colleague’s Name and Email, and select their User Role. You can also customize your invitation to the workspace. When ready, click Send Invite, then Done if you are finished, or select Add another user if you need to continue adding other people to the workspace.

Editing users

1
In the Dashboard, click on your Workspace name, then select Workspace Members from the drop-down.

2
In the list of All Users that appears, click the Role(s) of the user you’d like to sett or change, then click Save. If you need to make any changes in the future, you can always go back and update the user’s role again if desired.

Deactivating users

1
To deactivate a user in your workspace, first check the box located to the left of the user’s EMIAL (USERNAME) and click the grey Deactivate button that appears at the top right. Confirm deactivation by selecting Yes, Deactivate this User.

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.

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.

 

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