Teams

Each Xtensio team workspace is super private and secure. Here, you'll find instructions on managing team settings, user roles, managing the shared style guide and saving team templates.
  • Manage style guide fonts

    On the Free and Pro plans, you can add new fonts from Google, the system or Xtensio’s pre-set fonts. Business users can also upload custom font files. Choose fonts that your team regularly uses when creating brand deliverables. These could be your organization’s fonts or you can add the most popular fonts you use when creating […]

  • Manage style guide colors

    Find the style guide under your profile menu. You can manually add colors, pick colors from a website URL or upload a color swatch to match your Style Guide to your organization’s, or your client’s, branding guidelines. The custom color palette can include up to 27 colors. Add to Xtensio’s existing color palette, replace with […]

  • Change team logo

    Change your team logo via the ‘team settings’ tab under your profile menu. You must be logged into  the team dashboard you want to update the logo on, and you must be the team owner or a team admin in order to access the team settings. To update the team logo: Select the “team settings” […]

  • Change team name

    Change your team name via the ‘team settings’ tab under your profile menu. You must be logged into  the team dashboard you want to update the logo on, and you must be the team owner or a team admin in order to access the team settings. To update the team name: Select the “team settings” […]

  • Switch between dashboards

    You, your team members and guests can login to your team dashboard directly via your team’s URL (e.g. myteam.xtensio.com). Just type in the team URL that you want to login to and enter your login credentials. If you’re part of multiple team workspace, you can also switch between dashboards while logged into your account. To […]

  • Create custom templates

    On Xtensio team workspaces, the owner, admin and team members can save custom templates to simplify the process of creating consistently branded reports, agendas, sales sheets and more. You can save personal templates or create shared team templates for everyone to use internally. Save any folio as a template. Customize one of Xtensio’s pre-made templates or […]

  • Manage the style guide

    You can customize the font styles and colors available for your team when creating new folios.  You’ll be prompted to set your style guide when you create your team, but the team owners and admins can also manage the style guide under the profile menu when logged into the team dashboard. On the Free and […]

  • Team User Roles

    Add different users to your team and control different access levels to your organization’s collateral. There are 4 different user roles that can be a part of an Xtensio team workspace. Owner – This is the user that creates the team account. They have access to all features and unlimited folios, including managing the style guide, […]

  • Manage team members and guests

    On Xtensio’s team plans, owners and admins can add, remove or change access levels for different users on your team. Learn more about the different user roles here. To add new members: Select the ‘Manage team members’ link under your profile menu at the top right of any page when logged into your team dashboard. Click the […]

  • Create your team

    You’ll create your team workspace when you login for the first time as a free user. You may also be invited to join a team that someone else has already created. Here’s how to set up your team: Choose a team name: We’ll use this name your team dashboard and address your team members in […]

FAQs

No. Credits can be purchased as a one-time purchase. Your account will remain on the free plan and your credits will never expire from your account.

Find Xtensio’s terms of service and our privacy policy on our website.
We offer bulk licensing discounts for qualifying non-profits and NGOs.

We offer 50% off the Business plan for non-profits and NGOs. Fill out our nonprofit application to get started.

On all Xtensio plans, you can invite as many people as you’d like to collaborate on any of your folios. You can learn more about collaboration here and team user roles here.

We do! We offer licensing options for classrooms, departments, and institutions. See our Education page for more info and fill out our EDU application.

Revision history backs up your work as you’re editing and allows you to revert to old versions of your folios.
Xtensio automatically saves your work as you complete a folio. You can view or revert to previously saved versions of your folio. Learn more.

We do not currently have trials. Schedule a demo to learn more.

Xtensio for Business is live! You can schedule a 30-minute demo with us to learn more about how the plan can benefit your team.

Yes. All Xtensio plans include 128 bit SSL encryption and backups to ensure your data is secure. You can make shared folio links private on premium plans. Here’s more on the range of sharing options on Xtensio, from completely private to public.

No. You can try all of our free templates with any of your plans. The limitations are only on your active folios.
Xtensio branding appears on all shared versions of your folios on the Free plan.

For Free accounts, Xtensio’s logo appears on exports, as well as publicly shared links to your work (footer, canvases, preview mode, presentation mode…) On Paid accounts, the Xtensio logo is removed from your folios.

A folio is an active project on your dashboard. When you save a template, this becomes an active folio.

A folio is your personal copy made from a template. It’s a live page you can edit, collaborate on and share. Here’s more on Making a Folio.

Yes, the free plan is really free. You will never be asked to provide credit card information for Xtensio’s free account.
If you’d like to stay on the free plan and create more than two folios, you can always delete/archive a folio to make room for a new one.