The Manage Team page lets you manage all users in your account, including Account Owners, Managers, Standard Users, and Limited Users. To learn more about each user type, check out the User Roles page.

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

To access 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.

To add new users to your account, click "Invite users" on the Manage Team page.

In the modal that opens, you can invite users via link or email.

You can invite users to your account via a reusable invite link that requires a domain match to set them up. On the Manage Team page, click "Invite users." The modal opens on the "Invite via link" tab. If no link exists yet, generate one, then click "Copy link to share."

Users invited via link will default to a Standard User, but an Account Owner or manager can always update their permissions later.

You can also invite new user(s) with a personalized email notification. In the "Invite via email" tab, enter one or more emails and select a user type from the Role dropdown menu. Once complete, click "Invite user(s)." Your new users will receive an email with instructions to activate their account.

To add a custom note to the email invite, select "Personalize email notification" and enter a subject and message in the text fields.

From the Manage team page, you can add users in bulk by importing them. To get started, click "Invite users," then "Import via CSV."

From there, you can download the CSV template in the required format.

Then use this template to build your team by adding names, emails, and roles. Once complete, upload the new CSV and sit back as the users roll in.

You can invite users to your account via a reusable invite link that requires a domain match to set them up. On the Manage team page, click "Invite users," then "Copy invite link."

Then share the link with the users you want so they can accept the invitation and set up their login.

To become users, recipients must verify that their email domain matches the account. Once this is set and they verify their email, they'll be added to the account as a Standard User.

With the "Allow users to find & join account" setting enabled, verified new users can join your account during sign-up. See the Allow users to find & join account page for more details.

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 permission levels.

To add a user to additional content, click "Add folders" or "Add channels," then type or select the content you want 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."

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.”

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.

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.

If you need to transfer ownership of your account or invite additional owners, you must first invite them as a user.

To add or replace owners, head to the Manage Team page. If you’re adding a new user, click “Invite users,” fill in their name and email, and set their user role in the dropdown menu. Once complete, click “Invite 1 user.”

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 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 ellipsis menu, and then click "New group."

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

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.

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.

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 the ellipsis menu and then "Edit group" to change the group title.

Click "Save" to confirm your changes.

Finally, if you'd like to delete the group, open the ellipsis menu and then select "Delete group."

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

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

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

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

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

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