Team Management Essentials
Admin handbook for large teams
The launch of Canva for Teams
1. Personal and shared content can now be found under Projects
2. Manage your team easily in Account Settings
3. Brand Kits, templates and controls are in your new Brand tab
4. New easy to manage pay as you grow billing cycle
see what's changed
1
Setting up
your team
What's included in this handbook...
2
Strengthen
and scale
your brand
3
Manage everything
in one place
4
Collaborate in Real-time
5
Help and resources
First things first, personalize your account
Go to Account Settings to upload a profile picture and adjust notifications
Setting up your team
Before inviting your whole team, it's important to have the follow things ready....
1
Team
settings
2
Groups
3
Folders
4
Brand tools
Your team settings
Find in Account Settings
What?
- Adjust team name + description
- Manage people + groups
- Access billing information
- View team reports
- Set team permissions
- Incorporate your favorite apps
- Manage 'multiple' teams
Permissions
Find in Account Settings
Control how your team can use Canva
TIP | Some Brand Controls have moved here
Since the launch of Canva for Teams, some Brand Controls (previously found in your 'Team space') are now easily accessible in Account Settings.
Team Roles
Owner
Creator of the team
Can delete the team
Has the same access
and abilities as Administrators
Administrator
Add and remove team members
Manage team permissions
Access Brand controls
Has the same access and abilities as Template Designers
Template Designers
Setup Brand Kits
Schedule posts to social media via the Content Planner
* Brand controls do not apply to Template Designers
Member
Create designs using Brand templates
Design with Brand Kit
* Access to stock templates and media dependant on set Brand controls
Groups
Folders
Structure sugestions:
departments | locations | internal teams | brands
projects | design type
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)
Brand Kits
How to set up your Brand kits
Practice designing with your Brand kit
TIP | Make your logos editable
- Upload logos as SVG files to edit their colors within the editor.
- SVG files can have up to 5 different colors.
Design Approvals
Set up in the side panel Brand tab
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.
Brand Templates
How to save a Brand template
How to design with a Brand template
Practice designing a Brand template
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
Mitch
Congrats,
you've set up
your team!
Jonah
Let's collaborate in real-time
Three ways to bring everyone together
Canva cheatsheet
2
Option
Invite your whole team
1
Option
Type your team name to give everyone access
Invite team members
Type individual email addresses or names
3
Option
Share a link
Copy link to share
outside of your team
Choose whether people can view, edit or comment
Assigning comments
Perfect for delegating tasks or requesting specific feedback.
@team member
team member
1
Tag with @
Notifications are sent to those mentioned in a comment.
Tag your team member or collaborator
2
3
Assign
Comment
Tick the Assign box
Hit Comment to submit
Expand to whiteboard
From any presentation design, click from a slide to expand to an infinite canvas.
Help + resources
Help
Help and assistance
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.
Design School
canva.com/designschool