Design collaboration is a key ingredient to a successful design process. That’s why we put a priority on collaboration and communication.
When it comes to collaboration, it’s crucial that project leaders invite the right people at the right time. You need to designate roles early on to know how everyone can contribute to a project.
Managing Roles With UXPin
Our new user management suite makes working with anyone in your organization a breeze. From design to sharing and review, manage it all in one place with UXPin.
A few definitions
Before we go further, let’s discuss a few terms.
- Member: A person on your team with a UXPin account.
- Project folder: A group of prototypes for the same product or topic.
- Role: Defines which members have certain abilities, such as permission to create projects, and see beyond projects to which they’re assigned. UXPin offers four roles:
- Owner: The person in charge of your organization’s UXPin account.
- Administrators: Similar to an owner, without the authority to close the account or change its name.
- Managers: People who oversee your organization’s projects.
- Creators: People who create prototypes.
- Collaborators: Other stakeholders in a project who may comment and edit a prototype.
- Developers: Can browse through assigned projects and access preview mode in order to use Spec Mode and Free Flow Documentation
Note that Developer and Administrator roles are only available for Enterprise users.
The varying roles allow everyone to contribute in ways appropriate to their job on the project. Managers, who need oversight of your organization’s work, can see every project. Unlike managers, creators — designers and other prototype builders — do not control projects. They only need access to prototypes in their projects. Meanwhile, collaborators, such as clients and marketing experts, have the ability to offer useful feedback on works in progress.
Your organization may have many collaborators, creators and managers — but only one owner and, for Enterprise users, administrators — a role that has the ability to add new members, determine their roles, and access billing information.
Add members to your team
The user management screen has two parts: user management itself and roles, who has control of what. For example, managers can see all projects but not add new members, while creators who make prototypes can only see their work. Naturally, owners can do anything from adding new team members to commenting on projects.
But first, let’s add one or more people to your team in the Dashboard.
Tap “add new members” at the top bar.
Second, enter a new email address and choose their role. In the example below, we’ll grant “firstname.lastname@example.org” the “creator” role.
You can also tap “add multiple members” to bring more than one person aboard at once.
The people to whom you send invitations will receive confirmation emails. Tapping the email’s embedded link will add them to the project.
Remove members from your team
It happens: people come and go. Sometimes it’s necessary to take someone off your project.
To do so, in the “user management” screen, tap the three-dot icon to the far right of a user’s row. Tap “remove” and confirm the removal when prompted. This change is immediate.
Change members’ roles
Although every team member begins with a role, they don’t have to stay there. You can change the role of a team member with the “role” drop-down menu on the user management screen. Changes take effect immediately, and you can always change them back.
Assign creators to projects
While owners and managers oversee every project in your organization, creators and collaborators can focus on their work. To do that, we need to add them to the appropriate projects.
First, view the creators or collaborators to find the team member. In this case, we’ve tapped “creators.”
Next, tap the number of projects — if any — to which this member is assigned. Then turn on the checkboxes for the project(s) you wish this user to access. Tap “save” to commit changes.
Collaboration With the Right People at the Right Time
UXPin’s user management tools allow you to invite the right collaborators at the right time, making it easy to change roles or add new members to your team. Get your free trial and start collaborating with your team today.