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Onboarding your team

Invite your team and configure their permissions

Inviting your team
There are several ways to share a canvas with teammates:
1.Invite team members from the members tab on the home page
2.Select share in the navigation menu to share your canvas with team members.
3.Select comment in the canvas and select @ to mention an existing team member.
Team Permissions
Owners can invite team members to their Canvas team account and assign them any of the below permissions.
Role
Can
Cannot
Owners
Manage integrations
Manage billing information
Manage team members
​
Creators
Create and manage shared canvases
Manage integrations
Manage billing information
Manage team members
Explorers
Create private canvases
Create or manage shared canvases
Permissions within a Canvas
Owners can assign unique permissions on each canvas to control the access to and editing of sensitive data.
Role
Can
Cannot
Owners
Share a canvas with other team members and assign them canvas-level permissions
Delete a shared canvas they own
​
Editors
Once invited, 
Edit the canvas
Invite commenters
Comment
Duplicate the shared canvas for private edits
Once invited, 
Invite other editors
Delete the canvas
Commenters
Once invited, 
Invite commenters
Comment 
Duplicate the shared canvas for private edits
​
Once invited, 
Edit the canvas

Role	Can	Cannot
Owners	Manage integrations Manage billing information Manage team members
Creators	Create and manage shared canvases	Manage integrations Manage billing information Manage team members
Explorers	Create private canvases	Create or manage shared canvases

Role	Can	Cannot
Owners	Share a canvas with other team members and assign them canvas-level permissions Delete a shared canvas they own
Editors	Once invited, Edit the canvas Invite commenters Comment Duplicate the shared canvas for private edits	Once invited, Invite other editors Delete the canvas
Commenters	Once invited, Invite commenters Comment Duplicate the shared canvas for private edits	Once invited, Edit the canvas

GETTING STARTED - Previous

Create your first canvas

Next - Building canvases

Import data

Last modified 7mo ago