Admin

Team Management Essentials

Administrator handbook for large teams

Handbook Contents

1

Setting up ​your team

2

Manage ​content at ​scale

3

Empower teams to design

4

Real time ​collaboration

5

Help &

resources

Team roles

You

Administrator

Add and remove

team members

Manage team permissions

Access Brand Controls

Has the same access and abilities as Template Designers

Owner

Creator of the team

Can delete the team

Has the same access

and abilities as team administrators

Brand Designer

Setup Brand Kits

Publish Brand templates

Schedule posts to social media via the Content Planner

* Brand controls do not apply to Template Designers

Member

Access folders and designs shared with you

Design with Brand Kit

* Access to stock templates and media dependant on set Brand Controls

First things first,

personalize your account

Teams settings

Find in

Lined Wireframe Settings Icon

Account settings

What?


  • Adjust team name + description
  • Manage people + groups
  • Access billing information
  • View team reports


  • Set team permissions
  • Incorporate your favourite apps
  • Manage 'multiple' teams

Setting up your team

Team

settings

Photo Of Person Using Laptop

Chen

Before inviting your whole team, it's important to have the follow things ready...

Groups

Folders

Brand tools

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Bulk invite

users to groups

Admins can view all teams in their account, including the number of people in each team via a single page and manage settings across their entire organization on a team-by-team basis.

Manage your team account

right click icon

Open in

a new tab

Permissions

Find in

Lined Wireframe Settings Icon

Account settings

Control how your team can use Canva.

Since the launch of Canva for Teams, some Brand Controls (previously found in your 'Team space') are now easily accessible in Account Settings.

View critical

billing information

Admins can view their billing information and swiftly contact their Canva Advisor on one easy-to-access page. View your billing type, billing contact, and the number of teams in your organization.

Integrations

It's now easy to integrate Canva into your organization's workflows.


With 30 new apps on the Canva App Marketplace, including 5 apps for ​organizations like Sharepoint and Widen, you can bust silos within your ​everyday tools and increase productivity.

Security (SSO)

ADFS

Duo

OneLogin

Okta

Azure

GSuite

Salesforce

We’ve made it easier to log in, add team members, and ​keep your data safe. Whether you're managing one team ​or many, you can simplify your security needs with ​Canva's SSO integration.

Manage content at scale

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Pair groups with folders

Step 1


Create Groups

(take time to map out how you'd like to organize your team members)

Step 2


Create Folders

(Keep your groups in mind when created layers of folders)

Step 3


Pair Groups with Folders

(Ensure the right people have the right access to content)

Manage everything in one place

Manage more than just your Canva designs.

Upload images, videos, files and much more.

Find personal and shared content in the Projects tab.

Strengthen and Scale your brand

Brand templates

on your homepage

It is now easy to find your team's most used and recent Brand Templates on the homepage under each of the document types so you can create content at scale and stay on brand.

Pin content in folders

Keep track of your content by pinning the most ​accessed projects and designs in you​r folders.

Content across multiple teams

Repurpose your existing content by seamlessly copying over designs and projects from your personal folder to team folder or from one team to another.

Sort and filter in Projects

Now in the projects tab you can sort and filter projects by your preferred preferences. Look for project by owner, category, or even date. Sort by type to narrow it down.

Aa

Empower your team to design on brand

Co Brand Kit

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Brand Kits

Pointing Hand Illustration Sticker

Sebastion

1 min ago

Tip: Make your logos editable!

right click icon

Watch in a new tab

Upload logos as SVG files to edit their colours within the editor. SVG files can have up to 5 different colours.

The new and improved

Brand Hub

What?

Achieve brand governance with more features to control your brand.

Upload photos, graphics, guidelines, and more to Brand Hub.

Brand

controls

Brand Guidelines

Add written guidelines for your brand and view directly in the editor so you team knows exactly how to use your brand.

Make mass changes instantly

Update your branding across all documents seamlessly.

Design approvals

Step 1


Turn on Design Approvals within the Brand tab

Step 2


Click the settings icon within Design Approvals and select your settings.

Step 3


Approvers can review approvals in their side panel 'Design approvals' tab.

Set up in the side panel Brand tab

Brand Templates

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Watch in a new tab

right click icon

Watch in a new tab

Magic resize

PowerPoint and

PDF Import

Plan and post to socials

Let's collaborate in real-time

Carter

Congrats, you've

set up your team!

Productivity and collaboration tools

Expand to whiteboard

Smiley Face Illustration Sticker
Portrait of a Woman
Close-Up Photography Of Smiling Man

Miguel

1 min ago

From any presentation design, click from a slide to expand to an infinite canvas.

We're here to help!

Technical issues with Canva? Please use the purple help button on the bottom right corner of your screen.


Our Customer Happiness Team provide priority support to our large team customers and are available 24 hours a day, 365 days a year.


Circle Shadow Illustration

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