"Admins" are users with an administrator role on an Enterprise account.
As an Admin you can invite Members in your organization to any Group, invite guests outside your organization to view designs in any Group, remove a Member from any Group, and change the type of any Group to "public" or "private". With great power comes great responsibility; learn more about how to manage group members and access below.
Invite a Member to a Group
As an Admin, you can invite a Member to any Group in your organization.
➡️ Invite a Member to a Group you're a Member of
Click on the Group name in the left sidebar, under your organization name to open the Group's main page.
➡️ Invite a Member to a Group in your organization
Click on the name of your organization in the left sidebar to access the Groups list, and click on the name of the Group you want to invite a Member to, to open the Group's main page.
From the Group's main page, click on the Members tab. A view of all the Members in this Group will load.
Click the green "Add Members" button to the top right of the list.
Start typing the name or email address of the Member you want to invite in the "Invite Members" modal (box) that appears.
Members who are already registered to your organization's Enterprise account will appear as automatic suggestions as you type. Click on the Member you want to invite. You can add as many as you want, as long as those Members aren't already in the Group.
Remove the name of a Member you don't want to invite by clicking the "x" at the end of the text field where their email address appears in the Invite Members modal.
Click "Send Invite" when you're ready to send those invites out and add Members to the Group. You'll see a pop-up with the email addresses of the Members you invited after you click "Send Invite". The Member(s) will receive an email notification that they've been invited.
Change a Member's Role (user permissions)
Open your organization's Groups list page and click over to the Members' tab:
Locate the name of the user you want to change the permissions of; in the Members list, at the end of the row their name appears in, under the "Role" column, click on their role.
This will bring up a menu to change the user's role. This will affect the user's access and permission.
There are three possible Roles for a user in an organization:
Guest: The user can preview the designs in any Group they've been invited to join. They cannot create or invite themselves to Groups, and cannot edit any designs in any Groups, even ones they're a Member of.
Member: The user can edit designs in any Group they've created or joined. They can create Groups (private or public), invite themselves to public Groups, and view, edit, or leave feedback on any designs shared in public Groups or Groups they have created or joined.
Admin: The user can access and edit any Group in the organization; invite themselves to any Group; assign any Role to any Member of the organization; remove Members from Groups or from the organization.
In order to assign a user a new Role, click on the name of the Role in the drop-down menu at the end of the row the user's name and information appear on, in the list on the organization's Members tab.
When you change the user's Role, a modal (box) will pop up, asking you to confirm the action. Click "Cancel" to leave the user's Role unchanged, or the action button to confirm the Role change.
Invite a guest outside your organization to view a design in a Group
Use the same process for inviting a Member to a Group to invite someone outside your organization to view designs shared in a Group.
Type in the email address of the guest and click outside the text field or hit Return (the Enter key) to confirm; then click "Send Invite" to invite them to view the Group.
VENNGAGE MAKES IT EASY
Guests who are invited to view designs
in a Group in your organization have to
register for a Venngage account and log in
to access the Group. Guests can only view
designs shared in the Group, not edit them.
Guests cannot see any of the organization
Groups they have not been invited to join.
Remove a Member from a Group
As an Admin, you can remove any Member from any Group in your organization, even a Group someone else created or one you haven't joined.
Open the Group's Member page. If you're a Member of the Group, click the name of the Group in the left sidebar, under your organization name. If you're not a Member, click on your organization name in the left sidebar and use the Groups list to find the Group name and click on it to open the Group's main page.
Click on the Members tab at the top of the Group's main page, beside the name of the Group and the "Designs" tab. This will open a list of the Members in the Group.
Click on the three dots (meatball) menu at the end of the row where the Member's name appears in the list, beside their Role.
Click "Remove User". A "Remove Member" modal (box) will appear that will advise you that remove the Member from the Group will remove any designs they've shared from the Group. You can click "Cancel" or the "x" at the top right corner of the modal to exit without removing the user.
Click the red "Remove" button to remove the Member from the Group.
For a complete overview
of what you can do as an Admin,
check out our VIDEO Quick Start Guide.
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