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Set & Share Permissions to Projects or Folders

Set & Share Permissions to Projects or Folders

Visme allows you to share content with other users and also allows you to set permissions to certain projects or folders. For example, a team in Visme may be composed of 5 users, and those users may be organized into sub-groups. Administrators can organize their team in the Manage My Team area for sub-groups, and the rest of the team is able to collaborate with individuals or team members within a sub-user group by sharing projects and project folders with them.

Note: Sharing Editable Content is a premium feature that requires a Team plan.

Use cases for Sharing Projects

– Create a project that serves as a template so other users can use it and create new content from it.

– Start a project (such as Presentation or an Infographic) and let another user take it over, finish it for you and/or make adjustments that are needed.

-Allow others to comment and mark up the project with suggested edits for the project owner to consider and apply.

Sharing Projects

1
Inside your Dashboard, select the project you wish to share, click the menu button on the bottom right, and select Share Project.

2
In the window that loads, note that you can add people by email address and set certain permissions such as Can View or Can Comment. For Can Edit, the user must belong to your team, and you can select their name from the drop-down window.

3
In addition to adding individual users for access to a project, you can also choose to add entire User Groups from your Team, such as Sales Manager. These groups and user roles can be set up by your administrator in the Manage My Team area.

4
Note that you can also set parameters for all users, such as Anyone with the link, Only people on my team, and Restricted to specific people (similar to file-sharing settings in other platforms such as Google Drive, OneDrive and Dropbox). You can also edit the permissions for the users you’ve added previously, or even Revoke access.

Sharing Folders

1
The process for sharing folders is very similar (for those on a premium Team plan). From your Dashboard, select the menu button for the folder you wish to share, then click Share Folder.

2
In the window that appears, use the drop-down menu to select the team members or user groups of the viewers and collaborators you wish to grant access to the folder.

Helpful Tips:

  • To learn more about Team plans features and benefits, click here.
  • Do you want to add more users to your Visme plan to collaborate and work with you? You can learn more about managing your team in Visme in this resource.

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