Invite Your Teammates

Before you start

Webvizio was built for teamwork, collaboration on web design projects, and web project management, so it was designed to fit a variety of different use cases: website owners, web design agencies, clients, project and/or product managers, dev teams, or independent service providers.

Those use cases will naturally differ by their roles and responsibilities, so there are a number of different roles and user categories in which you and your teammates can use Webvizio. Let’s break it down.

User roles

1. Account Owner

An account owner is the one who signs up for the platform and creates the account. The account owner can be a particular website owner or representative or manage a few different projects in parallel.

An account owner has access to full account management, including:

• Account management (creating, deleting, transferring ownership, setting other users’ permissions)
• Account payment, account management, and payment statements
• Managing projects within the account
• Managing users on both the account and projects levels
• Approving or rejecting requests on adding new users to the account
• Advanced task management (e.g deleting or changing any task incl other users’ tasks)
• Overseeing project dashboards, productivity reports, and activity logs.

2. Project Manager

A project manager is a person responsible for particular projects and is responsible to oversee and track the project progress and team performance.

For example, a project manager can:

• Add users (with appropriate settings – with/without permission from the Account owner)
• Assign/reassign roles (with appropriate settings – with/without permission from the Account owner)
• Share / add/remove users at the project level
• Manage tasks on the project level
• See project dashboards, productivity reports, and activity logs.

3. Assignee

An assignee is a project executor who is usually getting invited to a project (and platform) and assigned with some tasks to perform.

Assignee access allows them to:

• Manage tasks at the project level
• Create/ edit tasks
• Delete tasks created themselves
• Indicate the status of tasks execution

4. Viewer

This role may fit an indirect supervisor or a third-party consultant. A viewer is someone who’s not actively involved in the project execution but has access to overview the project progress and provide feedback to the team. Access can be provided by clicking on in the project settings and only applies to the specific project.

The viewer’s permissions are limited to:

• Reviewing tasks and commenting at the level of a shared project (a simplified registration system and account creation is required)
• No access to the project report
• Creating tasks for other users (Exclusive to the Agency Pro plan)

Users in the Viewer roles do not count against your paid seat quota, so you can invite as many viewers as you like.

5. Guest

A Guest can be a third-party contributor or a client who’s not actively involved in the project execution and is only invited for a one-time contribution, to view some parts of the project and share some feedback with the team.

But if you opt-in for the premium Agency Pro plan, your account guests will be also able to create tasks for other users (Exclusive to the Agency Pro plan)

Any unregistered user, getting access to a project by a link is seeing it in a Guest view by default, and needs to contact project/account managers for a role upgrade!

Users in the Guest roles do not count against your paid seat quota, so you can invite as many guests as you like.

Adding users to your account

New users can be added to an account, removed, or assigned a role by the Account Owner or Project manager (if An Account Owner provided this permission in the account settings).

When adding a user who is not registered in the system, the user receives an email with an invitation to register and a button leading to the registration page. If a user registers with the specified email address, he is automatically added to the account team with the specified role.

Before adding users to the project or assigning tasks, always remember to add them at the account level first!

The Webvizio payment plan is calculated on a “per user basis” unless you opt-in for the premium Agency Pro plan, with unlimited users for a fixed flat fee!

This is important for the account owner to be able to control users’ access to specific projects. This way users will have access only to those projects that the account owner considers necessary. The logic behind this is that if you are an agency and you have several clients, you probably do not want the managers/users of one client to see projects of another client.

Adding users to your project & assigning user roles

When creating a new project, both the Account owner and the Project owner who created the project are automatically assigned to it with admin permissions.

The Account Owner and Project Manager can change user roles within the project, but set them no higher than those assigned to the user at the account level.

Account Owner and Project Manager can add users to a project in the project settings menu by:

1) choosing them from the list of all registered users at the account level
2) adding a new user, by typing in an email address and sending an invitation to join the project

There is a quick and simple way of adding registered users (at the account level) to the project without presetting in on the project level. Just add a new task, click “assign to” and choose the user in the list, or mention user’s profile name by using the “@USERNAME” command.

As soon as users are assigned to a task within a project, they are being automatically added to the project team.

When new users are added to the project, they are being automatically added to both the project and the account.