Before You Start
Webvizio is an excellent tool for leaving feedback and creating tasks directly on websites and web applications, enabling fast, seamless collaboration.
Once you create a new Webvizio project, you can easily invite teammates, clients, and external viewers with just a few clicks. To streamline your collaboration process, you can assign different roles to each invited user based on your needs and their level of contribution. To learn more about user roles in Webvizio, see this article.
Invite a User to a Project
Once you are on a project’s main page, follow these steps to invite a new user to your project team:
- Click on the Share button at the top of the page.
- In the pop-up, add the user’s email and assign them a role.
- Click Send Invite.
- The invited user will automatically receive an invitation to register and join the project.
To share a project link with already registered users, simply click Copy link (the link will be copied to your clipboard automatically).
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Note: When you invite a new user via a link, they will be assigned the default role defined in your Account Settings → Users & Permissions.
Inviting Users via Project Settings
There is an alternative way to invite new users via the Project Settings → Team page, which provides a list of all users and their roles in the project:
- From the main dashboard: Click on the … (three dots) icon while hovering over the project preview tile, then choose Settings → Team.
- From the project interface: Click on the ⚙️(gear icon) at the top of the page, then click the Team tab.
Who Can Invite New Users?
Only users in specific roles can add, remove, or assign roles: Account Owner (default user) or Project Manager (if an Account Owner provided this permission in Account Settings). To learn more about user roles in Webvizio, see this article.
Adding Users via Task Assignment or @ Command
There is a quick way to add already registered users while creating a new task:
1. Via task assignment: * Click on the webpage canvas to open the task window.
- Click on the + sign to add a user to this task.
- Choose from the list of suggested users.
- Click Create.
2. Via the @username command in the task description:
- Click on the webpage canvas to open the task window.
- Click on the task description field and start typing the @ symbol.
- Choose from the list of suggested users.
- Click Create.
As soon as users are tagged, they automatically become part of the project team.
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Good to know: Concerned about user privacy? The list of users at the account level is visible only to the Account Owner and Project Manager roles.
Managing Users at the Account Level
It is important to control user access to specific projects without necessarily granting access to the entire workspace.
The Account-level User Management page is best for overseeing all users’ roles and managing global access. For example, you can remove a user who has left the company from the entire system at once, rather than deleting them project-by-project.
Adding a user at the Account level does not automatically give them access to all projects; we designed it this way so you can strictly control access for each individual project.
