Create and manage teams

Using Teams is the recommended way to easily collaborate with your colleagues, customers and vendors.

Once you add a member to your team, and set their permissions, these permissions will be automatically applied for all their drawings, without you setting permissions individually.

Using teams allow you to work easier, faster, together.

Creating a team

Create a team by clicking on the + icon on the dashboard's navigation bar.

How to create a team in Vecta.
How to create a team in Vecta.

Inviting team members

Once a team is created, please give it an awesome name, and you can now begin to invite members.

Invite member dialog
Invite member dialog

Alternatively, you can also invite members later, and to control which members has the proper permissions.

Understanding team permissions

In any single team, there are 4 roles or permission you can assign to a team member, as follows:

Permissible actions for members with different permissions
Permissible actions for members with different permissions

Understanding inheritance in teams

Teams are essentially special folders where permissions that are set at the team level will be automatically inherited by all drawings in a team.

For example, if you create a team where you are the owner, and you add 2 members who have edit and share permissions, all subsequent drawings created in the team will have edit and share permissions for the 2 members you just added.

If you change one of the team members to be an owner, or a view only member, all subsequent drawings in the team will also have the same permissions.

This make it far easier to manage members without the need to repeatedly set permissions for each and every drawing.

Sharing a team drawing

Each drawing in a team can also have custom sharing permissions. For example, a drawing in a team can be shared with a customer, with the customer just having access to a particular drawing without access to any other team drawings.

To share a team drawing, simply right click on the drawing and select Manage access.

Drawings can have custom sharing permissions in addition to team permissions
Drawings can have custom sharing permissions in addition to team permissions

Managing team permissions

You can add, remove or manage members to your team at any time by clicking on the Members button.

Click on members button to manage team members
Click on members button to manage team members

Then use the Who have access dialog to manage or invite members.

Dialog showing who has access to a team
Dialog showing who has access to a team

Renaming a team

Rename a team in Vecta
Rename a team in Vecta

Click on the team's menu icon on the navigation bar and select Rename to rename a team.

Leaving or deleting a team

Leaving a team in Vecta
Leaving a team in Vecta

For members with view only and edit and share permissions, leaving a team removes all access to drawings in the team.

For owners, if there are other owners in the team, then leaving the team also removes all access to drawings, but the team continue to operate as per normal.

If there are no other owners in the team, then all member's access to the team will be removed, and all drawings and folders will be moved to the owner's trash, where they will remain for 30 days for freemium users and 90 days for paid users.

Access to drawings after leaving team in Vecta
Access to drawings after leaving team in Vecta

Restoring the team will require inviting all members again.

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