Transforming your sales, support, or product marketing team into skilled content creators has never been simpler, thanks to Wistia’s integrated screen and webcam recorder. We’ve compiled some helpful tips so you can set your team up to create beautifully on-brand videos right in Wistia. Let’s dive in!
Start by identifying your content creators. Determine which specific individuals or teams you want to enable, whether it’s your entire sales team or a smaller group. This step will help ensure you’re on the right Wistia plan to meet your team’s needs.
5–20 Wistia users require an Advanced Plan.
More than 20 Wistia users require a Premium Plan.
Once you’ve mapped out your content creators and confirmed you’re on the right plan, we suggest creating a dedicated folder for each team member. Keep folder names consistent and straightforward (e.g., "Lenny's Recordings) to stay organized.
Now that everyone has a dedicated folder, it’s time to add your team to Wistia. We recommend adding each team member as a Limited or Standard User, which will restrict their access to your Wistia account settings.
Once you've invited users to your account, you'll want to customize their permission levels. We recommend giving users "Can manage" permissions so they'll have complete control over organizing and customizing their recordings.
If you want to help your team take video creation to the next level, give them access to additional assets like branded bumpers or a canned demo video that they can append to their personalized recording. In this case, we recommend creating an extra folder to house your branded resources.