GoVisually Academy

Use this when

• A new colleague needs to work in GoVisually.
• Or a client, agency or printer needs to review one project.

Steps

1. 1
   Open Team members

   • In the sidebar, click Team members (admins only).
2. 2
   Invite a teammate

   • Under Invite members, type their email.
   • Choose a role:
   • Team member: most people.
   • Team admin: people who manage members, billing and settings.
   • Click Send invitation.
3. 3
   Share a project with an outside reviewer

   • Open the project they're reviewing.
   • Click Share.
   • Add their email under Share via email, then click Send invite.

Don't miss

• Don't invite clients or printers under Invite members.
• A team member uses a seat. A pending invite uses one too.
• A team member sees every team project that isn't private.
• Reviewers you invite from Share don't use a seat, and only see that project.
• In a Staged Review workflow, only team members can be stage reviewers. Outside reviewers can comment, but can't approve or request changes there.

You're done when

• Your teammate is listed under Pending members.
• The Share toast reads "Share link successfully sent via email to: …".

Good to know

• If your teammate already has a GoVisually account, they're added straight to Company members. There's no pending step.
• Your teammate gets an email titled "<your name> invited you to join <team>". The Join button takes them to sign-up.
• Wrong role? Open the row's ⋯ menu and choose Make Admin or Make Member.
• No seats left? The button changes to Add seat and invite user.
• Private projects are hidden from teammates until you add them with Manage project members.