Skip to main content
Manage Team

Manage your team of users in your account. Learn about how to add them, and what permissions you can grant them, here.

Caroline F avatar
Written by Caroline F
Updated over a month ago

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

Note

All plans can have up to three Account Owners; however, the number of Managers, Standard, and Limited Users you can have depends on your plan. Head to our Pricing page to learn more.

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.

Once on the page, you can search through users to locate a specific profile.

You can also choose what order you'd like to see users listed in, as well as set the page to a specific role.

Add users

To add a new user, click “Add User" 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

After you've clicked "add User" on the Manage team page, click "Multiple users" within the modal.

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.

Once all set, click "Save" and your new users will receive an email with instructions on how to activate their account.

User profile

Account Owners and Managers can view and manage their team of users and their permissions. On the Manage team page, clicking on a user will show you their user role, when they were created, and when they were activated.

You can see the specific folders, Channels, and live events 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" and select your desired group from the dropdown menu. Then, click "Submit."

At the bottom of a user's profile page, you can see their sessions in the account.

Click "View session" to see more detail about the actions they took in the account (such as uploading, deleting content, viewing analytics). Click "View all sessions" to see a list of all of their sessions. This will take you to Private User Sessions.

Edit user information

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.”

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

Remove Account Owner

If you'd like to delete an Account Owner, they must be made into a Manager or User first.

To do so, click into the "Actions" dropdown menu, then select "Edit user info."

From here, update the owner's role to Limited User, Standard User, or Manager.

Once done, click "Submit."

Now, head back into the "Actions" dropdown menu and click "Delete user."

Click "Delete user" to confirm your selection in the popup modal, and you're all set.

User Groups

User groups are collections of users that can be managed all at once for setting and updating permissions on folders.

By sharing a folder with a single group, all of the users in the group will be given access to a folder. If you add a user to a group, they’ll automatically have the same permissions the rest of the group has.

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

From here, add a name for the group and 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 here, you can add a single user, or multiple users at once.

Tip

Add multiple users to a group at once to make the process faster.

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

Once on the group page, you can add folders 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.

Note

Wistia users won't show up in a media's analytics, so as not to interfere with public viewer data. You can see any logged in viewing sessions by heading into "Private User Sessions" from the Account dropdown.

User group actions

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

After clicking "Add folders," you can select your desired folders, and then set the permission level for the group.

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 having access to any of the folders shared with them.

Bulk user actions

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

From the "Actions" dropdown menu, you can add all selected users to folders 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)

Private User Sessions

You can see viewing session data, including heatmaps, for your users on the Private User Sessions page, which can be found under "Settings".

Bear in mind that signed-in users’ views will only appear there and not on a media’s Analytics page.

Did this answer your question?