Team Management
Learn how to manage your Team Workspace, Roles and Permissions, and collaborate effectively.
Team Members
How do I invite someone to join my team?
Invite via Team Workspace: In your Team Workspace, click + next to your team's name in the header and invite members in two ways:
Invite by email: Enter their email, select their role (member or admin), and click Invite.
Share invite link: Click Copy invite link, then select Copy link and share it. Anyone who clicks the link will be automatically added to your team
Invite via Roles and Permissions: In your Roles and Permissions you can invite members in two ways:
Invite by email: Enter their email, select role (member or admin), click Invite, and then Confirm.
Share invite link: Click Copy invite link, then select Copy link and share it. Anyone who clicks the link will be automatically added to your team.
Can I resend an invitation?
Yes! To resend an invitation, navigate to either Roles and Permissions or Settings > Members, find the user you want to resend the invitation to, click the ... button, and select Resend invitation.
How do I remove a team member?
Remove via Roles and Permissions: In Roles and Permissions, find the user you want to remove, click the ... button, select Remove from team, and click Remove in the confirmation dialog.
Remove via Settings: In Settings > Members, find the user you want to remove, click the ... button, select Remove, and click Remove in the confirmation dialog.
How do I leave my team?
Leave team via Roles and Permissions: In Roles and Permissions, find your profile, click the ... button, select Leave team, and click Confirm in the confirmation dialog.
Leave team via Settings: In Settings > Members, find your profile, click the ... button, select Leave team, and click Confirm in the confirmation dialog.
An admin can only leave the team if there is at least one other admin.
Once you leave a team, a team admin must invite you to regain access.
Roles and Permissions
Interactively currently has two team roles:
Admin: Full access to manage all team projects and settings.
Member: Create, edit, collaborate, comment, and share team projects.
Can I change a team members role?
For sure! In Roles and Permissions, find the user whose role you want to change, click the ... button, select Manage role, and select the role you wish to assign them.
Team Workspace
How do I move a demo to my Team Workspace?
To move a demo from My Workspace to your Team Workspace, hover over the demo you want to move, click the ... button in the top right corner, select Move to, choose Team Workspace, and click Confirm in the confirmation dialog.
How do I create a Team folder?
In the left sidebar, click the arrow next to Team Workspace, select + New folder, name your folder, and click Save.
How do I delete a Team folder?
In your folder, click the ... next to the folder's name in the header, select Delete, check the box if you want to move all projects to your Team Workspace, and click Delete in the confirmation dialog.
How do I change the name of a Team folder?
In your folder, click the ... next to the folder's name in the header, select Edit, enter a new name, and click Save.
How do I move a demo to a team folder?
Hover over the demo you want to move, click the ... button in the top right corner, select Move to, choose the folder you want to move it to, and click Confirm in the confirmation dialog.
Last updated