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Manage Team

Manage users and permissions and invite new teammates to your Wistia account.

Written by Katie

The Manage Team page is where you can manage all users in your account. You can add Account Owners, Managers, Standard Users, and Limited Users. For a breakdown on user types, head to the User Roles page.

Note

All plans can have up to 3 Account Owners; however, the number of Managers, Standard Users, and Limited Users you can have depends on your plan. Check out the "Overview" page in your account settings or our plans page to confirm your user limit, or purchase additional users.

Both Account Owners and Managers have access to the Manage Team page. In addition to seeing all of the users in your account, you can take a number of different actions:

  • Add users

  • Add user groups

  • Export users to a CSV

  • Edit user information

  • Delete users

To navigate to the Manage Team page, select "Manage Team" from your account dropdown menu.

On the Manage Team page, you can browse the user list or search for a specific profile.

You can also choose the order in which you'd like users listed and set the page to a specific role.

Open the "Status" dropdown menu to filter by "All", "Activated", or "Pending" users.

Add users

Add a single user

To add a new user, click “Add users" then "Add by email" on the Manage team page.

Note

When adding a new user, the "Role" type defaults to Standard User.

Fill in the name and email fields, and set their user role in the dropdown menu. Once complete, click “Save.”

Add multiple users

To add multiple new users, click “Add users," then "Add by email" on the Manage team page and switch to the "Multiple users" tab within the modal.

Tip

If you have more than a handful of new users to add, you may want to try importing your team instead!

Here, you can type multiple user names and emails, separated by commas or line breaks. Then, choose your desired role from the dropdown menu.

You can also choose to send a personalized email notification when adding multiple users.

When you're ready, click "Save," and your new users will receive an email with instructions to activate their accounts.

Import team

Another option for adding Users in bulk is importing them. To get started, click “Add users" then "Import team" on the Manage team page.

From here, you'll be able to download the CSV template in the required format.

You can then use this template to build your team by adding their names, emails, and roles. Once complete, upload the new CSV and sit back as the Users roll in.

Running into trouble? If an import fails, we recommend double-checking:

  • The file format - The file must be a CSV.

  • The structure of the CSV - The file must follow the provided CSV template.

  • The User role spelling.

Note

If a role is missing on the CSV, it will automatically default to Standard user.

If you're still stuck, give us a shout!

Allow users to find & join account

With "Allow users to find & join account" enabled, verified new users will have the option to join your account upon sign-up. See the Allow users to find & join account page for more details.

User profile

Account Owners and Managers can view and manage their team of users and their permissions. On the Manage team page, clicking a user shows their user role, creation date, and activation date.

You can see the specific folders, Channels, and webinars they can access, as well as their permissions levels.

To add a user to additional content, click "Add folders" or "Add channels," then type or select your desired content from the dropdown menu.

You can also see if they are in any user groups.

To add a user to a group, click "Add groups", then select your desired group from the dropdown menu and click "Submit."

Edit user role

To update the role of an existing user, click into the user’s profile, open the “Actions” dropdown, and then select “Edit user role.”

Open up the “Role” dropdown menu and select your desired role. From here, click “Submit.”

Send password reset

To send a password reset email to a user, click "Send password reset" from the "Actions" dropdown menu in a user's profile.

Then, confirm you'd like to send the email in the pop-up.

Delete user

To delete a user, from their user profile, click the "Actions" dropdown menu and select "Delete user."

Confirm your selection in the pop-up, and you're all set.

This will revoke any permissions they had previously, and they will only be able to access content you make available to the general public. Deleting a user will not delete any content that they uploaded. It will continue playing as expected.

Tip

If there is more than one Account Owner on an account, one owner can delete another. There must always be one Account Owner.

Manage Account Owners

If you need to set someone else up as the owner of your account or add additional owners, the first step is to set them up as a user.

Note

Only Account Owners can add, edit, or remove other Account Owners.

To add or replace owners, head to the Manage Team page. If you’re adding a new user, click “Add User,” fill in the name and email fields, and set their user role in the dropdown menu. Once complete, click “Save.”

To update the role of an existing user, click into the user’s profile, open the “Actions” dropdown, and then select “Edit user info.”

Open up the “Role” dropdown menu and select your desired role. From here, click “Submit.”

User groups

User groups are collections of users that can be managed in bulk to set and update permissions for folders, Channels, and webinars.

By sharing content with a single group, all users in that group will have access to it. If you add a user to a group, they’ll automatically be granted the same permissions as the rest of the group.

To create a user group, from the Manage team page, click into the "Actions" dropdown menu, and then click "New group."

From here, enter a name for the group, then click "Save."

You can see all groups in the sidebar of the Manage Team page.

To add users to a group, click "Add user" from the Group page. Here, you can add a single user or multiple users at once.

Tip

Add multiple users to a group at once to speed up the process.

Choose their user role from the dropdown menu, click "Save," and you're good to go.

From the group page, you can add folders, Channels, and/or webinars for group users to have access to and set their permissions.

You can also click "View group sessions" to see when they've logged in, and how they've interacted with the Wistia content they have access to.

User group actions

From a user group's page, you can add folders, Channels, and webinars, edit the group name, or delete the group.

For example, after clicking "Add folders," you can select your desired folders and set the group's permission level.

Once all set, click "Add folders."

Select "Actions" and then "Edit group" to change the group title.

Click "Save" to confirm your changes.

Finally, if you'd like to delete the group, head to "Actions" and then select "Delete group."

Deleting a group removes all users in it from access to any folders shared with them.

Bulk user actions

If you'd like to make bulk adjustments to existing users, select users with the checkbox next to their name, or select all users by checking the checkbox at the top of the page.

From the "Actions" dropdown menu, you can add all selected users to folders, Channels, webinars, and/or groups, edit their user roles, or delete them.

Export to CSV

To export all of your users to a CSV file, click into the "Actions" dropdown menu and select "Export to CSV."

This will automatically download a CSV file. The export includes the following information:

  • Last Name

  • First Name

  • Email

  • Role

  • Activated At (in UTC)

  • Last Activity At (in UTC)

Team activity

To view details about logged-in user sessions, access the Team Activity dashboard in your account settings.

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