Account and user setup
2.1 Moving from an existing InVision Account
1. Move over existing projects
Request any existing projects (prototypes, freehands, or boards) from personal or team be moved to your Enterprise account by email firstname.lastname@example.org. Before migrating projects, learn more about transferring prototypes between accounts.
2. Cancel personal or team subscriptions
Do you or your teammates have any paid personal or team InVision subscriptions? These aren’t cancelled automatically when you sign up for Enterprise. Request to cancel existing plans (so you won’t be billed further) by emailing email@example.com.
2.2 Setting up your Enterprise account
1. Set up Single Sign-On (SSO)
2. Bookmark your new InVision Enterprise URL
Bookmark your new domain name so you can easily share or access it later.
3. Add your team to the account
Make sure that each of your teammates has the access to the Enterprise account they need. To review or add teammates, log into your account and go to the “People” tab.
4. Set roles and permissions
Make sure each of your teammates has been assigned the appropriate role and permissions they need. Learn more about which role to assign—admin, manager, contributor, or reviewer—in our Enterprise roles and permissions guide.
Need more Info? Check out all our Enterprise FAQs.