Phase 1: Decide the structure
1
One workspace or several
Use one workspace with teams when everyone may see each other’s work. Use separate workspaces for brands or legal entities that must not, grouped in an organization.
2
Name your admins
Pick at least two Workspace Admins. Billing Admins can also read files and manage members. See Roles and permissions.
3
Plan teams
Map departments or product lines to teams, and mark confidential ones Invite Only. In an organization, pick a Team Admin for each.
4
Count seats
Workspace Admins, Team Admins and Editors use seats, including pending invites. See Seats.
Phase 2: Prepare IT and security
1
Open the network
Allow the required hosts, including WebSockets on
app.vizcom.com and uploads up to 150 MB.2
Set up SSO
Ask your account team to connect your identity provider. Domain verification can take 48 hours, so start early. See What your IT team will need.
3
Review the Security page
In each workspace, set access, sharing, AI and watermark controls in Settings > Security. See Workspace security settings.
Phase 3: Pilot
- Invite a few designers from one or two teams.
- Have them run the Quickstart and one industry workflow.
- Check Settings > Data for usage, then adjust teams and settings.
Phase 4: Invite in waves
- One batch per role. Each Invite members batch gets one role.
- 200 invites an hour per admin. The rest stay in the box; send them later.
- Or join by domain. With Allowed domains set and approval off, colleagues join as Editors while seats last, then as Viewers.
With SSO and approval required, people without an invite see “No SSO enabled workspace was found”. See Provisioning.
Phase 5: Train
Point everyone to the Quickstart and Sketch to render. An All Workspace onboarding team with sample files helps.Phase 6: Govern
- Review usage monthly in Settings > Data, or Insights on a credit contract.
- Export logs to keep them past 12 months.
- Offboard promptly. Vizcom doesn’t sync with your identity provider: remove leavers in Settings > Members and use Log this user out of all devices.
- Free seats quarterly by moving non-editors to Viewer.
Related
Admin overview
The single-workspace checklist.
Get help
Contact support.