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Teams

In addition to the basic features, the team features are available in the Pro and Enterprise plans.

These features let you freely manage your prototypes' access settings, create projects and team libraries, and collaborate efficiently with your team and stakeholders.

Team spaces and personal spaces are separate on ProtoPie Cloud. Learn more about spaces.

Members of a team space can have one or multiple of the following roles:

  • Team owner
  • Team admin
  • Editor
  • Viewer

Learn more about the difference between team owner and team admin.
Learn more about the difference between editor and viewer.

If your team is already created and you are ready to onboard it, learn more about onboarding your team.

Creating New Teams

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  1. Log into ProtoPie Cloud with your ProtoPie account.
  2. Click on the Team Space menu in the left sidebar.
  3. Click on Create New Team.
  4. Enter a team name and click on Create.
  5. Click on Learn more to activate your Pro plan and unlock Pro features.
  6. Choose between the yearly and monthly Pro plans.
  7. Adjust the number of editor seats.
    1. Editors can create prototypes in ProtoPie Studio and upload them to the cloud team space.
    2. Viewers can view prototypes and leave comments. You can Invite unlimited viewers to your team for free.
      Learn more about what editors & viewers can do.
  8. Click on Subscribe Now and follow the checkout steps.

Opening Teams

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  1. Log into ProtoPie Cloud with your ProtoPie account.
  2. Click on the Team Space menu in the left sidebar.
  3. Select the team space you want to access.

Managing Members & Roles

To invite members to a team space, open Team settings and click on Members. Then, select "Invite new member" and enter their email address.

Only the team owner and team admin/s can invite new members. Invited members will receive an email invitation to join the team space.

Learn more about team owner & team admin.

To change a member's role, click the arrow next to their role under Role and select the desired role from the dropdown menu.

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Learn more about roles.

Member Types & Roles

Team Owner & Team Admin

The team owner role is automatically assigned to the account who creates and activates the team. If you need to transfer your team's ownership to another account, please contact support.

A team can have one or multiple team admins. Both the team owner and team admin can invite new members to the team and assign roles. The team owner can manage the team's billing information and access all invoices.

Learn more about team owner & team admin.

Editors & Viewers

There is no limit to the number of viewers as they are free of charge. The number of editors is limited to the number of editor seats available in your Pro or Enterprise plan.

Editors can create prototypes and upload them to the cloud, while viewers can only see the prototypes stored in their team space and leave comments. Learn more about editors & viewers.

Spaces

Team members have access to two different spaces in their account: personal space and team space.

Personal Space

It’s where you store and manage your personal prototypes, which can only be accessed by you. In the personal space, you can also access your personal libraries.

You can duplicate any prototype in your personal space. It's also possible to move a prototype from your personal space to a project in a team space, but not the other way around. Learn more about duplicating & moving prototypes.

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Team Space

Each team that you join has its own team space. If you are a member of three teams, for example, you will have three team spaces in your account.

The team space contains all the projects created by the team's members, whether public or private. It also includes team libraries. Learn more about projects.

Only editors who have access to the project can duplicate or move the prototypes within it. Duplicates are always created within the same project as the original prototype. It is possible to move prototypes across projects within a single team space, but not between team spaces. Learn more about duplicating & moving prototypes.

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