Team, guests & clients
Invite your team, guests and clients, and organise work in project workspaces.
Your team
Manage team members and guestsThe team owner and team admins can invite people, change their role and remove them. Invite someone Open the menu under your…→
Guests: invite clients without paying for seatsA guest is someone outside your team, usually a client, who you bring into specific work to review or edit it. Guests…→
Can I invite my team to collaborate?Yes. Every plan includes real-time collaboration. The Free plan is for 1 person and 1 guest. Xtensio Plus covers up to 5…→
Change your team nameYour team name appears across Xtensio and in the emails your team members and guests receive. The team owner or a team…→
Switch between teamsIf you belong to more than one Xtensio team, for example your own and a client’s, you can move between them without…→
Team user rolesEveryone on an Xtensio team has one of four roles. Team Owner: created the team. Manages billing, people, Teamspace Settings and the…→
Your Team URLEvery Xtensio team has its own web address, for example yourcompany.xtensio.com. This is your Team URL. Your dashboard, and the deliverables and…→
Collaborating
Collaborating on deliverablesWork on the same deliverable with colleagues and clients at the same time. Changes save automatically, and every saved version is kept…→
Adding and removing deliverable collaboratorsInvite someone to work on one deliverable with you, without giving them access to everything else. Open the deliverable and choose Invite…→
Leave a deliverableLeave one someone shared with you On your dashboard, open the More menu on the deliverable’s card. Choose Leave. Confirm with Leave…→
Revision historyLost some work, or want an earlier version back? Xtensio saves your deliverable automatically as you work, and you can go back…→
See who else is working on a deliverableWhen someone else has the same deliverable open, their icon shows as online at the top of the editor, so you know…→
Project workspaces
Organize deliverables with project workspacesProject workspaces group related deliverables, for example everything for one client or one project, and let you decide who can see them.…→
Add deliverables to a project workspaceFrom the dashboard: hover over the deliverable’s card, open its ⋮ menu and choose Move to project workspace. From the editor: choose…→
Adding and removing project workspace collaboratorsPeople you add to a project workspace can work on every deliverable in it, which saves inviting them to each one. When…→
Create a new project workspaceChoose + New project workspace in your dashboard’s sidebar. Name it, for example a client name or “Q3 Reports”. Choose who can…→
Project workspace pagesEveryone you invite to a project workspace sees its deliverables together in one place, under your team name and logo. To change…→
Project workspace rolesWhat someone can do in a project workspace depends on their team role and how the project workspace is set up. Team…→
Share project workspacesGive clients and colleagues access to everything in a project workspace at once, instead of sharing each deliverable separately. Invite them in:…→