Managing roles and permissions - InVision

Managing roles and permissions

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Tutorial Breakdown

Successful design systems require effective user management; you’ve got to protect the integrity of your freshly defined design language by controlling who can view or edit individual libraries. Fortunately, DSM makes it a breeze to manage roles, permissions, and privacy settings.

DSM has three organization-level roles—administrator, editor, and viewer. Thoughtfully spreading those roles across your team will immediately improve consistency and eliminate confusion. It’s not magic. It’s management.

Transcript

For teams to effectively collaborate, they need a way to maintain the integrity of the system as different types of people access it. Roles and permissions are built into DSM at both the organization and library level—so there is complete control over who can view or edit each library within the system.

DSM has three organization-level roles: administrator, editor, and viewer.

A DSM organization admin can manage the organization by logging in to DSM on the web and then choosing People from the left-hand side of screen. From here, an admin can add and remove members (and can also change their roles).

If your team is on an InVision Enterprise account, an admin can also toggle Open Access, which opens DSM membership to anyone on the InVision Enterprise account. It’s important to note that, for Enterprise accounts, only members of the InVision Enterprise account can be invited to join the DSM account.

An organization admin can also view and edit all libraries in the organization from the Libraries screen as well as create new libraries.

Members and permissions can also be managed at the library level. To manage membership of specific library, open the library, and click Invite in the top right corner.

By default, anyone in your DSM organization can access a new library, but there are three library privacy settings which you can use to determine who has access.

Click Settings to toggle between anyone in your DSM organization having access (only members invited to this specific library) or opening it up to everyone who has a DSM share link, including anonymous users. These anonymous users can view the library on the web, but not use it via the DSM Sketch plugin.

Let’s look at how to manage specific members by switching to People Invited. Click Save and you can now type to invite members of your organization to this specific library. Click Invite and the selected members will be added to the library and automatically inherit their organization-level roles, which can then be edited by an admin.

Library administrators can change the library privacy settings, invite members of the organization to the library, set roles for library members, and, of course, edit the content of the library itself. Members in the library editor role can also invite members of the DSM organization to the library as well as edit the library. The viewer role, on the other hand, can only view the content of the library.

It’s also worth noting that DSM organization admins are also admins of all libraries in the organization, independently of their privacy settings.

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